NEWS // Operations Notice

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.

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

resources

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