Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you. 

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Member Directory

Showing 119 members
Sort by:
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Jensen Law Firm LLC
Legal-business services
New Member
James Murphy of Belden Hill Partners is a member of XPX Fairfield County
James A Murphy
Managing Partner
Belden Hill Partners
Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).
Member for 7 Years
Patrick Morrow of RBC Wealth Management is a member of XPX Tri-State
Patrick Morrow
Senior Vice President
RBC Wealth Management
You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
Member for 4 Years
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew N. Karlen
Law Office of Andrew N. Karlen
A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;
Member for 9 Years
Michael Clear of Wiggin and Dana is a member of XPX Connecticut,Fairfield County,Hartford
Michael T. Clear
Wiggin and Dana
Member for 10 Years
Bob Pravder of Robert Pravder Consulting, LLC is a member of XPX Fairfield County
Bob Pravder
Sr. Finance and Operations Consultant
Robert Pravder Consulting, LLC
You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.
Member for 4 Years
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Managing Director
Webster Bank
Senior secured lender
Member for 1 Year
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
Founder and Managing Member
Brody and Associates, LLC
You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.
Member for 3 Years
Derek Thompson of UBS is a member of XPX Fairfield County
Derek Thompson
Senior Vice President
There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.
Member for 6 Years
Elizabeth Cahill
Managing Director
Bank of America Private Bank
An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.
Member for 6 Years
Salim Boutagy
Sr. Financial Advisor
Congress Wealth Management
Someone wants to build, manage, and protect their wealth.
Member for 3 Years
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
Senior Vice President-Wealth Advisor
My team provides detailed financial plans and investments for business owners/sellers and others. Our goal is to help our clients make the best, informed, and thoughtful financial decisions.
Member for 3 Years
Christopher Martens of AssuredPartners is a member of XPX Tri-State
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Member for 3 Years
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Managing Director
Scout Valuations
A business valuation is needed for business planning, estate planning or litigation.
Member for 10 Years
Winston Bragg of Levitt-Fuirst Associates, Ltd. is a member of XPX Fairfield County
Winston S Bragg
Personal & Commercial Risk Advisor
Levitt-Fuirst Associates, Ltd.
You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.
Member for 4 Years
Jim Vigna
Vice President
Live Oak Bank
You are seeking financing to buy our sell a business.
Member for 1 Year
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Professional
National Financial Network
Working with successful individuals & business owners concerned with risk management, employee benefits, wealth accumulation, & estate/transition planning
New Member
Will Gourd of UBS is a member of XPX Fairfield County
Will Gourd
Managing Director
When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?
Member for 6 Years
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph A Pucci
Private Wealth Advisor
William Blair
You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.
Member for 14 Years
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen K Davis
Safe Harbor Asset Management
You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.
Member for 3 Years
Gianni DiMeglio of William Blair is a member of XPX Fairfield County
Gianni DiMeglio
Managing Director
William Blair
Before selling the business to help with tax mitigation strategies and unique investment opportunities.
Member for 5 Years
Bernie Leone
Exit or Succession Planning, Advisory Board
Member for 1 Year
Paul Visokey of Stony Hill Advisors is a member of XPX Fairfield County
Paul Visokey
President & Founder
Stony Hill Advisors
Call me when you have a referral.
Member for 10 Years
Kevin F. Murray
Business Seller Center
It's time to see what your business is worth and take it to market
New Member
Christopher Carreira of Andersen is a member of XPX Fairfield County
Christopher M Carreira
Managing Director
There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
Member for 3 Years

Tri-State Platinum Sponsors

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors