Fourth Annual

Owner & Advisor Summit

Save The Date: October 12, 2021

Advisor Directory

Get to know the advisors from XPX attending this year's Summit - Click on an advisor's name to contact them now.
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Partner
AAFCPAs
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Partner
Dunn Rush & Co. LLC
Partner
DGC
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
President
RS Finance & Consulting, LLC
Regional Vice President - Commercial Lending
TD Bank
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Director of Relationship Development
Centerpoint Advisors
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Principal Consultant
Expense Reduction Analysts, Inc.
David Walsh of Harbinger Partners, LLC is a member of XPX Greater Boston
Managing Director
Oberon Securities
Robert Leonard of BerryDunn is a member of XPX New England.
Principal
BerryDunn
Attorney/Shareholder
Rich May, P.C.
Producer
Risk Strategies
Commercial Lender
TD Bank, N.A.
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Founder & Principal
Romero Solutions Group

Annual Summit Host

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Video Sponsors

No Sponsors Found
Menu