Fiduciary Disclosure

ACKNOWLEDGMENT OF OUR FIDUCIARY STATUS WITH RESPECT TO RETIREMENT ACCOUNTS   The U.S. Department of Labor issued a rule pertaining to investment advice provided to retirement investors, called Improving Investment Advice for Workers & Retirees. The rule applies to retirement accounts governed by the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“Code”), including Individual Retirement Accounts (“IRA”) and Education Savings Account (“ESA”). Pursuant to the rule, we are providing the following acknowledgment: When we provide “investment advice,” as defined under Title I of ERISA or the Code, to you regarding your retirement plan account, IRA, or ESA, we are fiduciaries within the meaning of ERISA and/or the Code. The way we make money creates some conflicts with your interests, so when we operate as a fiduciary for your retirement account(s) we operate under a special rule, PTE 2020-02, that requires us to act in your best interest and not put our interest ahead of yours. To the extent that particular communications to you or activities are considered “investment education” or otherwise non-fiduciary under ERISA, we are not a fiduciary in connection with such communications or activities. The Department of Labor has published a guide titled Choosing the Right Person to Give You Investment Advice: Information for Investors in Retirement Plans and Individual Retirement Accounts, which can be found at

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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, CFP® Associate Wealth Advisor
Ben Kollender Associate
Mary Abba Client Service Associate
Florence Bird Client Service Associate
Louis Blanc Client Service Associate
Susan Roach 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
Hannah Myers Director of Marketing
Kristian Price Director of Client Experience
Caite Stevens Chief Technology Officer


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