Members

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.

Showing 117 Members
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Scott Larson
Founder
OutFin group

Call Me When... a business wants to maximize its value BEFORE they sell. We are an outsourced CFO firm that helps businesses increase their value leading up to an exit.

New Member
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA® of Morgan Stanley Wealth Management is a member of XPX Tri-State
Michael B. Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA®
SVP Financial Advisor
Morgan Stanley Wealth Management

Call Me When... Certified Financial Planner ("CFP") & Certified Exit Planning Advisor ("CEPA"). Working with business owners to create clarity and harmony between the life they have and the next chapter in front of them.

New Member
John Carpenter of Expense Reduction Analysts is a member of XPX New Jersey
John J Carpenter
Partner
ERA Group

Call Me When... you want to find the profit that is hidden in your expenses.

Member for 2 Years
Michael Millard
Senior Advisor
Haven Capital Partners

Call Me When... You want to monetize your company owned RE

New Member
Mac Lothrop
Vice President, Business Development
Trivest Partners

Call Me When... I'm available 24/7

New Member
Dennis Ladd
VP, Charitable Planning Consultant
FIDELITY Charitable

Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.

Member for 1 Year
Robert Ludricks
Managing Director
Brown Brothers Harriman

Call Me When... a business owner wants to increase the business multiple

New Member
Nicholas Colombo of Edward Jones is a member of XPX Tri-State
Nicholas Colombo
Financial Advisor, CFP® CEPA®
Edward Jones

Call Me When... a business owner is considering a succession plan that aligns with their holistic financial plan for their family.

New Member
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael T. Clear
Attorney
Wiggin and Dana

Call Me When...

Member for 11 Years
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Advisor
National Financial Network

Call Me When... Protecting & Growing a Client's Wealth.

Member for 1 Year
Gene McCarthy
Regional President New Jersey
TriState Capital

Call Me When... Seeking responsive and flexible options for commercial and real estate lending needs.

Member for 7 Years
Andrew King
Senior Vice President
Morgan Stanley

Call Me When... You are seeking wealth advisor who is an expert in financial planning and investing for business owners and is a Certified Exit Planning Analyst.

New Member
Alex Ramos of BNY Mellon Wealth Management is a member of XPX Tri-State
Alex Ramos
Senior Vice President
Key Bank

Call Me When... Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors

Member for 5 Years
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Consultant
Expense Reduction Analysts

Call Me When... organizations need to save money and time so they can improve their EBITDA

Member for 2 Years
James Bellissimo
CPA
BSB Accountants and Advisors

Call Me When... you want to grow your business from the bottom line up.

Member for 1 Year
LaQuita Jewett
Director
Grant Thornton

Call Me When...

Member for 6 Years
Robert Schatz of ESOP Plus®: Schatz Brown Glassman LLP is a member of XPX Tri-State
Robert F Schatz
Partner
ESOP Plus®: Schatz Brown Glassman LLP

Call Me When... Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.

New Member
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Partner
Forchelli Deegan Terrana LLP

Call Me When... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.

New Member
Andrew Taffurelli of Floyd Advisory LLC is a member of XPX Tri-State
Andrew T Taffurelli
Senior Manager
Floyd Advisory LLC

Call Me When... (1) Parties to an M&A agreement dispute the Purchase Price; (2) M&A agreement contract language and closing statement risk assessments; (3) Financial reporting and accounting expert witness; (4) Fraud investigations.

Member for 1 Year
Christopher Martens of AssuredPartners is a member of XPX Tri-State
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
AssuredPartners

Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.

Member for 5 Years
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
Vice President
City National Bank

Call Me When... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.

New Member
Michael Lear
SVP, Private Wealth Advisor
Capital Group

Call Me When... You need help with a business sale and help with evaluating options. Need a new financial advisor you won't outgrow

Member for 1 Year
Catherine Guidera of Morgan Stanley is a member of XPX Tri-State
Catherine Guidera
Financial Advisor
Morgan Stanley

Call Me When... you want to speak with a financial advisor with over 35 years of experience serving multi-generational families and family-owned business owners

New Member
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
Private Wealth Advisor
U.S. Bank

Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing

New Member
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
President and Founder
Cedar Point Financial Services LLC

Call Me When... you or your clients are interested in creative ways to mitigate income and/or estate taxes.

Member for 5 Years

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