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Brokerage Services

Many of our Wealth Advisors are also associated with our affiliated broker-dealer, XML Securities, LLC (“XML BD”).  Originating in 1981, XML BD offers standard and advanced brokerage and insurance products and services for individuals, families, businesses, non-profits and associations. We want you to understand these documents and answer any questions you may have. If you would like to receive a document in a larger font or would like to go through a document with someone verbally please contact us. BrokerCheck is a free tool to research the background and experience of financial professionals and firms.   Brokerage services and securities offered through XML BD are separate from investment advisory services provided through XML. XML Securities, LLC, member FINRA/ SIPC.

how we work

We’re here to help you make investments that align with your lifestyle.

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who we are

Brett Bernstein CEO & Co-founder
Rob Kantor CIO & Co-founder
Curtis Congdon President
Mark Samson Senior Partner
Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman Senior Wealth Advisor, Partner
Eric Wightman Senior Wealth Advisor, Partner
Shawna Bieda Senior Wealth Advisor
David Clark Senior Wealth Advisor
Noorjahan Enayat Senior Wealth Advisor
Beth Levine Senior Wealth Advisor
David Margulies Senior Wealth Advisor
Jack May Senior Wealth Advisor
Lauren O’Brien Senior Wealth Advisor
Jordan VanOort Senior Wealth Advisor
Sharon Abbey Wealth Advisor
Sasha Kantarski Wealth Advisor and Director of Financial Planning
Steven Collins Wealth Advisor
Kevin Peters Wealth Advisor
John Sciuto Wealth Advisor
Jennifer Telesca Wealth Advisor
Nicole Treiber Wealth Advisor
Caleb Long Wealth Advisor
Radley Ellenbogen Associate Wealth Advisor
Mary Abba Client Service Associate
Florence Bird Client Service Associate
Louis Blanc Client Service Associate
Carolyn Brescia Client Service Associate
Sharon Cirillo Client Service Associate
Jayson Magro Client Service Associate
Gail Stanton Client Service Associate
Meredith Wade Client Service Associate
Vidya White Client Service Associate
Douglas Callan Senior Portfolio Manager
Stephen Clagett Director of Branch Operations
Amy Lytle Director of Client Services
Kristian Price Director of Client Experience
Caite Stevens Chief Technology Officer
FULL TEAM

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