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Disclosures

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.

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
Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman Sr. Wealth Advisor, Partner
Eric Wightman Sr. Wealth Advisor, Partner
Robert Collins Co-CIO, Managing Director
Jack May Sr. Wealth Advisor
Lauren O’Brien Sr. Wealth Advisor
David Margulies Sr. Wealth Advisor
Noorjahan Enayat Sr. Wealth Advisor
Beth Levine Sr. Wealth Advisor
David Clark Vice President, Financial Advisor
Jordan VanOort Vice President, Investments
Kevin Peters Wealth Advisor
Steven Collins Wealth Advisor
Sharon Abbey Wealth Advisor
Sasha Chelekhov Wealth Advisor
John Sciuto Wealth Advisor
Bob Abel Wealth Advisor
Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
Andrew Villafranca Portfolio Administrator
Jayson Magro Client Service Associate
Florence Bird Client Services Specialist
Meredith Wade Client Services Specialist
Stephen Clagett Vice President, Branch Manager
Kristian Price Chief Operating Officer
Pete Deoudes Director of Marketing | Financial Planner
Radley Ellenbogen Operations Associate
Annie Hall Client Service Associate
Deborah Jalota Client Services Specialist
FULL TEAM

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