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 86 members
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Kelly Ennis
The Verve Partnership
You need a full Office/Workplace Strategey this includes: Real Esate Analysis, Organizational Culture Analysis as it pertains to how your employees work, interact and engage and a full Brand Analysis relating to Who you Are/What you Do/Why you Matter
Member for 1 Year
Ronald Wilson of Entrepid, Inc. is a member of XPX Maryland
Ronald L Wilson
Entrepid, Inc.
Your CPA says you made a profit last year, but you never have enough in the checking account.
Member for 2 Years
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley J. Lombardo
Chief Operating Officer
Evergreen Advisors
Client has a challenge on the Corporate Finance portion of their business.
Member for 9 Years
Dan Kaplan of Confident Communicators, LLC is a member of XPX Maryland
Dan Kaplan
Confident Communicators, LLC
Member for 1 Year
Augusto Martinez of Freedom Strategy is a member of XPX Maryland
Augusto J. Martinez
Managing Director
Freedom Strategy
You need CFO/COO services to improve cash flow, obtain bank loans, grow profitably, plan strategically, or prepare a business to sell and manage the process; maximizing price and minimizing deductions at the time of due diligence.
Member for 2 Years
Leonard Miller of Leonard J. Miller & Associates, Chartered is a member of XPX Maryland
Leonard J Miller
President and CEO
Leonard J. Miller & Associates, Chartered
You are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.
Member for 6 Years
Steven Heller
President/Managing General Partner
Heller Kowitz Insurance Advisors
Member for 6 Years
Anabel Quintero
Asset & Wealth Management
MV Financial
You want an independent asset & wealth management firm and fiduciary that is data driven and offers conflict-free advice for investors that demand a higher standard. We act in your best interests all the time, not just some of the time.
Member for 1 Year
D. Michael Reid of Expense Reduction Analysts is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
A client needs to improve their bottom line in order to increase the value of their company.
Member for 9 Years
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry J Holmes
Managing Director
Columbia Consulting Group
Your organization has a need for talented management executives and/or difficult to recruit positions. We recruit individuals "not looking for a job" which are usually the top successful people.
Member for 8 Years
Michael Shore
PNC Bank
Your client wants to enhance its closely held company's value in a ramp up to an exit or if an exit is on the horizon.
Member for 3 Years
Steven Plumlee of Certified CIO is a member of XPX Maryland
Steven Plumlee
Certified CIO
You have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.
Member for 4 Years
Justin Sandridge of Murphy Business & Financial Corporation is a member of XPX Maryland
Justin W Sandridge
Business Broker
Murphy Business & Financial Corporation
Call me when you begin thinking about selling your business.
Member for 5 Years
John Baier
SVP SBA Lending
To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.
Member for 3 Years
Ed Von Lange of Wealthspire Advisors is a member of XPX Maryland
Ed Von Lange
Vice President
Wealthspire Advisors
You want a fiduciary who has your best interest in mind and will guide you in making prudent financial decisions for your business or yourself!
Member for 3 Years
Michael Zuidema
Managing Director
Chesapeake Corporate Advisors
Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout
Member for 3 Years
Mario Zumbo
Founder & President
Preserve Private Wealth
You have a business owner or entrepreneur who needs a comprehensive wealth advisor to quarterback their financial life before, during or after a liquidity event.
New Member
Jamie Waldren of Wells Fargo Advisors is a member of XPX Maryland
Jamie Waldren
Managing Director
Wells Fargo Advisors
Meetings are cancelled
Member for 8 Years
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Wealth Management Advisor
Merrill Lynch
Merrill Lynch or Bank of America may be of value or service.
Member for 6 Years
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey T. Agnor
Davis Agnor Rapaport & Skalny
"If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."
Member for 6 Years
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
Member for 8 Years
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert D. Kalinoski
Kalinoski & Riordan, P.A.
You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
Member for 8 Years
Edward Rothstein
Newport LLC
Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development
Member for 1 Year
Scott Bass of Bengur Bryan & Co., Inc. is a member of XPX Maryland
Scott T. Bass
Managing Director
Bengur Bryan & Co., Inc.
You need merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice
Member for 9 Years
Mark Gaffin of The Gaffin Group is a member of XPX Maryland
Mark Gaffin
Managing Partner
The Gaffin Group
In need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.
Member for 8 Years

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