Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

Leader Directory

President
RS Finance & Consulting, LLC
Leadership Role
Sponsorship Chair
Partner
GoldCoast Mortgage Services
Leadership Role
Power of Five Chair
Partner
Dunn Rush & Co. LLC
Leadership Role
Programming Chair
Vice President
Mohamed-Merola Wealth Management
Leadership Role
NXT Chair
Director of Relationship Development
Centerpoint Advisors
Leadership Role
Marketing Chair
President
FinArc Investments, Inc.
Leadership Role
Membership Chair
SVP and Regional Manager
Middlesex Savings Bank
Leadership Role
President
Partner
Tarlow Breed Hart & Rodgers, PC
Leadership Role
Legal Affairs and Secretary
Senior Vice President – Financial Advisor - CIMA® CPWA®
RBC Wealth Management
Leadership Role
Vice President, Summit Chair & Meet up Chair

Chapter Committees

Get involved and make deeper connections – join a committee!  The following committees are looking for additional members:

Membership: Matthew Slaney, FinArc Investments, Inc. (Chair) | Ryan Carlson, Grant Thornton, LLP | Jeff Glashow, Middlesex Savings Bank | Aaron Naisbitt, Dunn Rush & Co. LLC

Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.

Marketing: Ashley Agnew, Centerpoint Advisors LLC (Chair)

Treasurer: Trammel Martin, UBS Private Wealth Management (Chair)

Programming: Greg Rush, Dunn Rush & Co. LLC (Chair) Ashley Agnew, Centerpoint Advisors LLC | David Czarnecki, Morse, Barnes-Brown & Pendleton | Gabrielle Jenkins, Waypoint Growth Advisors | Justin Merola, Mohamed-Merola Wealth Management | Rudy Scarito, RS Finance & Consulting, LLC | Lynn Schade, Middlesex Savings Bank

Power of 5:  Jeff Rolke (Chair)

Sponsorship:  Rudy Scarito, RS Finance & Consulting, LLC (Chair) | Gabrielle Jenkins, Waypoint Growth Advisors | David Poulin, RBC Wealth Management | Greg Rush, Dunn Rush & Co. LLC | Lynn Schade, Middlesex Savings Bank

NXT: Justin Merola,  Mohamed-Merola Wealth Management (Chair) | Ashley Agnew, Centerpoint Advisors LLC | Richard Breed, Tarlow, Breed, Hart & Rodgers, P.C. | Leland Mindnich, Mohamed-Merola Wealth Management | David Poulin, RBC Wealth Management

Summit & Meet-Ups: David Poulin, RBC Wealth Management (Chair)

Annual Summit Host

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