The Executive Team

Brett Shane Bernstein, CFP®

Managing Partner & Co-founder

Rob D. Kantor

Managing Partner, Co-founder & Chief Compliance Officer

Michelle Cooper, JD, MBA

Partner & Director of Women, Wealth & Wellness

J. Eric Wightman


Jason Elliot Klopman, CFP®


John M. Finigan, Jr.

Partner Emeritus

Kevin Patrick Peters, CLU®

Executive Financial Consultant

Jonathan Lowe

Business Development Officer

Noorjahan Enayat

Executive Financial Consultant

Judith M. Tiktin, CPA

Financial Consultant

Robert Abel, CPA

Financial Consultant

Susan A. Harpe

Director of Operations

Todd Kullen

Chief of Staff

Natalie Gosselin

Operations Associate

Robyn L. Crossan

Operations Associate

Stacey Lee

Operations Associate

Gina M. Neild

Administrative Associate

Janine E. Gonzaga

Operations Associate

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We offer a full suite of investment services

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


The wealth management team at XML Financial Group offers very personalized and consultative financial services.


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