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 102 members
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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
Frank Coppola
SBA Business Development officer
44 Business Capital/Berkshirebank
Business Acquisition, Partner Buy outs, Debt restructure, Real estate purchase
New Member
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
Ed E Pratesi
Managing Director
Valuation & Transition Strategies, LLC
When there is a need for an owner to understand, enhance and transition value.
Member for 4 Years
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
HCM Consultant
CBIZ Human Capital Management
There is an opportunity to participant in events, meetings etc. Open to any and all communication
Member for 2 Years
Molly Linell
Business Development Associate
Marshall & Stevens
You need business valuations
New Member
David Gaynor
Managing Director
Marshall & Stevens Incorporated
A valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
New Member
Jason Correia of CLA is a member of XPX Tri-State
Jason F Correia
You need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Member for 5 Years
Maureen Zavatone
Senior Vice President
US Trust
Call me when you or your client are contemplating banking, lending, capital expenditures, investing, planning, and any other aspect of wealth management as it relates to your closely held business.
Member for 4 Years
Bonnie D. Kumiega
Updike, Kelly & Spellacy, P.C.
Whenever you or a client need legal services; you or your client are buying or selling a business; family business planning; business and corporate services; estate planning and succession planning
Member for 4 Years
Harvey M. Katz
Fox Rothschild
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Member for 6 Years
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Reuter, CTP/CVA
Managing Director
RJ Reuter Business Consulting
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Member for 6 Years
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
Managing Partner
NBT Associates LLC
Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
Member for 4 Years
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
You are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.
Member for 8 Years
Joshua Shoshan
Senior Vice President
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Member for 2 Years
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
Senior Vice President - Wealth Management
You or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques
Member for 5 Years
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina M D'Ambruoso
VP SBA Business Development
TD Bank
Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Member for 4 Years
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Merger and Acquisitions Advisor
Touchstone Advisors, LLC
You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.
Member for 3 Years
Dennis Ladd
VP, Charitable Planning Consultant
FIDELITY Charitable
I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
New Member
Carlos Salmon, CFP®, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos E Salmon, CFP®, CIMA®, CPWA®
Senior Vice President - Wealth Management
CIC Wealth, LLC
You want to help guide clients through planning for their eventual transition. The we start planning, the better.
Member for 3 Years
Richard L Sullivan
Senior Vice President
Merril Lynch
Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?
Member for 4 Years
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
You need a professional to discuss your business ownership exit planning options.
Member for 9 Years
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
Avalon Net Worth Group
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Member for 5 Years
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Managing Director
Rockport Investment Partners
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
Member for 9 Years
Brian William Fischer
Day Pitney LLP
You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.
Member for 3 Years

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