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
Programming & Events Chair
Vice President
Mohamed-Merola Wealth Management
Leadership Role
Member At-Large
Assistant Vice President
Mohamed-Merola Wealth Management
Leadership Role
Emerging Professionals Chair
Senior Vice President – Financial Advisor - CIMA® CPWA®
RBC Wealth Management
Leadership Role
Vice President
SVP and Regional Manager
Middlesex Savings Bank
Leadership Role
President
Partner
GoldCoast Mortgage Services
Leadership Role
Power of 3
Partner
Tarlow Breed Hart & Rodgers, PC
Leadership Role
Legal Affairs
President
FinArc Investments, Inc.
Leadership Role
Membership
Partner
Dunn Rush & Co. LLC
Leadership Role
Past President
Associate Director of Relationship Development
Centerpoint Advisors
Leadership Role
Marketing
UBS Financial Services
Leadership Role
Treasurer

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 Gass, Cambridge Trust Company  | Harry Mink, Touchstone Advisors | Aaron Naisbitt, Dunn Rush & Co. LLC | Alex Olson, Wilmington Trust

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

Marketing: Ashley Agnew, Centerpoint Advisors LLC – (Chair) | Shawn Mills, Three Horsemen, LLC | Kerri Salls, This Way Out Group, LLC

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

Programming: Rudy Scarito, RS Finance & Consulting, LLC (Chair) | Ashley Agnew, Centerpoint Advisors LLC | David Czarnecki, Morse, Barnes-Brown & Pendleton | Ryan Gass, Cambridge Trust |Trammel Martin, UBS Private Wealth Management | Justin Merola, Mohamed-Merola Wealth Management  | Lynn Schade, Middlesex Savings Bank 

Power of 3: Tom LeBlanc (Chair)

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