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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

Common Sense Investing · Getting Back To Basics (04-20-2022)

Common Sense Investing · When Things are Uncertain (03-30-2022)

Common Sense Investing · Lickety Split (03-16-2022)

Common Sense Investing · Berkshires Annual Letter (03-02-2022)

Common Sense Investing · The Cure For Higher Prices (02-16-2022)

Common Sense Investing · Gas Guzzling Beast (02-02-2022)

Common Sense Investing · Annual Outlook- Stocks for 2022 (01-19-2022)

Common Sense Investing · 2022 Outlook; Part 1 (01-05-2022)

Common Sense Investing · Right Down The Middle (12-22-2021)

Common Sense Investing · An Alternate Ending (12-01-2021)

Common Sense Investing · Breaking Up Is Hard To Do (11-17-2021)

Common Sense Investing · Investors Mind Set (11-03-2021)

Common Sense Investing · Year End Planning (10-20-2021)

Common Sense Investing · Protecting What You Have (10-06-2021)

Common Sense Investing · Bouncing Around (09-22-2021)

Common Sense Investing · Becoming A Better Investor (09-08-2021)

Common Sense Investing · Lighting The Candle (08-25-2021)

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Common Sense Investing · What’s Warren Buffet Buying? (08-11-2021)

Common Sense Investing · Super Flipper 360 (07-28-2021)

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Common Sense Investing · Focus On The Payors (07-14-2021)

Common Sense Investing · Financial Independence (06-30-2021)

Common Sense Investing · Selling The Invisible (06-17-2021)

Common Sense Investing · Broken Record (06-02-2021)

Common Sense Investing · More Volatility To Come (05-19-2021)

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.

Common Sense Investing · Know What You Have (05-05-2021)

Common Sense Investing · Big Beats (04-21-2021)

Common Sense Investing · Warning Will Rodgers (04-07-2021)

Common Sense Investing · Spring Forward (03-17-2021)

Common Sense Investing (03-15-2021) · Warren Buffet’s Letter

Common Sense Investing · Keep The Bar High (02-17-2021)

Common Sense Investing · Lofty Expectations (02-03-2021)

Common Sense Investing · Annual Outlook- Recap (01-20-2021)

Common Sense Investing · SPAC SPAC SPAC (01-06-2021)

Common Sense Investing · Winter is Here (12-23-2020)

Common Sense Investing · Tips On Investing (12-16-2020)

Common Sense Investing · Beacon Of Hope (12-09-2020)

Common Sense Investing · Fear and Greed (12-02-2020)

Common Sense Investing · Take A Break (11-19-2020)

Common Sense Investing · The Path Forward (11-11-2020)

Common Sense Investing · Counting Down The Days (10-28-2020)

Common Sense Investing · The Smartest Thing I’ve Heard (10-21-2020)

Common Sense Investing · What I’m Buying (10-14-2020)

Common Sense Investing · The Tail End (10-07-2020)

Common Sense Investing · Stocks, Bonds and Cash (09-30-2020)

Common Sense Investing · A New Bull Market (09-16-2020)

Common Sense Investing · Getting Started With Buckets of Money (09-02-2020)

Common Sense Investing · Shuffling The Deck (08-26-2020)

Common Sense Investing · Back At The Grind (08-19-2020)

Common Sense Investing · Fear and Greed (08-05-2020)

Common Sense Investing · Quick Take (07-29-2020)

Common Sense Investing · Monkeys Throwing Darts (07-22-2020)

Common Sense Investing · Deja Vu Again

Common Sense Investing · Trends To Watch

Common Sense Investing · More Money!

Common Sense Investing · Don’t Throw Caution To The Wind

Common Sense Investing · 3 Ways To Value Stocks

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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 Co-CIO & Co-Founder

Curtis Congdon President

Mark Samson Senior Partner

Robert Collins Co-CIO, Managing Director

Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness

Jason Klopman Senior Wealth Advisor, Partner

Eric Wightman Senior Wealth Advisor, Partner

Jack May Senior Wealth Advisor

Lauren O’Brien Senior Wealth Advisor

David Margulies Senior Wealth Advisor

Noorjahan Enayat Senior Wealth Advisor

Beth Levine Senior Wealth Advisor

David Clark Senior Wealth Advisor

Jordan VanOort Senior Wealth Advisor

Shawna Bieda Senior Wealth Advisor

Kevin Peters Wealth Advisor

Steven Collins Wealth Advisor

Sharon Abbey Wealth Advisor

Sasha Chelekhov Wealth Advisor

John Sciuto Wealth Advisor

Bob Abel Wealth Advisor

Andrew Villafranca Wealth Advisor

Nicole Treiber Assoc. Wealth Advisor, Client Service Associate

Radley Ellenbogen Associate Wealth Advisor

Douglas Callan Senior Portfolio Manager

Jennifer Telesca Wealth Advisor

Amy Lytle Client Service Manager

Jayson Magro Client Service Associate

Florence Bird Client Service Associate

Meredith Wade Client Service Associate

Gail Stanton Client Service Associate

Deborah Jalota Client Service Associate

Injy Ibrahim Client Service Associate

Sharon Cirillo Client Service Associate

Mary Abba Client Service Associate

Caleb Long Associate

Stephen Clagett Director of Branch Operations

Kristian Price Director of Client Experience

Pete Deoudes Director of Marketing

FULL TEAM

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