About Our XPX New England Leaders

The leaders of the Exit Planning Exchange – XPX New England Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!

Leader Directory

Vice President
Mohamed-Merola Wealth Management
Tarlow Breed Hart & Rodgers, PC
Dunn Rush & Co. LLC
FinArc Investments, Inc.
Middlesex Savings Bank
RS Finance & Consulting, LLC
UBS Financial Services
Senior Vice President – Financial Advisor - CIMA® CPWA®
RBC Wealth Management
Transition Mentor
BTA, Inc.
Assistant Vice President
Mohamed-Merola Wealth Management

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)

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Video Sponsors