• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
  • BrokerCheck

The Executive Team

  • All
  • Leadership Team
  • Operations Team
  • Wealth Advisors
  • All
  • Rockville, MD
  • Falls Church, VA
  • Frisco, CO
  • Brett Shane Bernstein, CFP®

    CEO & Co-founder

    Noorjahan Enayat, CFP®

    Senior Wealth Advisor

    E. Ronald Lara, CFP®

    Senior Wealth Advisor

    Beth Levine

    Senior Wealth Advisor

    Kevin Patrick Peters, CLU®

    Wealth Advisor

    Carlos Fuentes

    Associate Wealth Advisor

    Steven Collins

    Wealth Advisor

    Sharon Abbey

    Wealth Advisor

    Sasha Chelekhov, CFP®, CES™, MBA

    Wealth Advisor

    Paul Corley

    Wealth Advisor

    Robert Abel, CPA

    Wealth Advisor

    Judith M. Tiktin, CPA

    Wealth Advisor

    Rob D. Kantor

    CIO & Co-founder

    Robert Walterman

    Wealth Advisor

    John James Sciuto

    Wealth Advisor

    Stacey Lee

    Client Service Associate

    Gina M. Neild

    Client Service Associate

    Janine E. Gonzaga

    Client Service Associate

    Susan A. Harpe

    Director of Operations

    Curtis Congdon, CRPC®, CFP®

    President

    Debbie Rayman

    Client Service Associate

    Michelle Mitchell

    Director of Client Services

    Jaime Brown

    Client Service Associate

    Marie Gaetjens

    Client Service Associate

    Claire Lolich

    Client Service Associate

    Theresa Kosma

    Client Service Associate

    Nicole Minns

    Client Service Associate

    Jennifer Szaro, CRCP®

    Chief Compliance Officer

    Todd Kullen

    Chief Operating Officer

    Richard Leed Jr, CPA, CGMA, MSA

    Chief Financial Officer

    Michelle P. Cooper, JD, MBA

    Partner & Director, XML-W - Women, Wealth and Wellness

    Jonathan Lowe

    Director of Trading

    Jason Elliot Klopman, CFP®

    Senior Wealth Advisor, Partner

    J. Eric Wightman

    Senior Wealth Advisor, Partner

    Jack May, CFP®

    Senior Wealth Advisor

    Lauren O’Brien, CFP®, CPA

    Senior Wealth Advisor

    David Margulies

    Senior Wealth Advisor

    get in touch
    We offer a full suite of investment services
    For
    advisors

    Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

    Our
    Services

    The Wealth Advisors offers very personalized and consultative financial services.

    Brokerage
    Services

    Brokerage Services through our affiliated broker dealer.