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Podcasts

Common Sense Investing Show

XML CEO and Co-Founder Brett Bernstein appeared as a guest on The RIA Podcast hosted by Seth Greene to discuss the history and growth of XML Financial Group. In the episode, Brett shares his journey to becoming an entrepreneur and provides insight into growing a company. Listen to the full episode: https://hubs.ly/Q01ff_tG0



Michelle recently joined She Is It for their weekly series titled Life Unscripted. She Is It is a group of trailblazing women who are changing how life after 50 is experienced. Watch the discussion here.

Michelle recently spoke with the Fem Word and appeared on one of DC’s Top 5 must listen to female-produced podcasts, the Fem Word. The Fem Word sat down with Michelle to discuss the topic of women’s financial health and much more. Read the interview here.







































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
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
FULL TEAM

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