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+ Foiling Fraud

Studies have shown that if we know what to look for, we are more likely to recognize the red flags of a scam or fraud.  Below are links to reputable resources to help you spot fraud, fraud prevention education, sign up for scam alerts, and reporting assistance.  We hope you find some, if not all, of these extremely valuable. Contact us immediately if you experience identity theft, a bank or custodial account login compromise, or one or more of these red flags of a scam. Please feel free to share with a friend or family member.


FTC Consumer Alerts – The FTC is a “go-to” source for financial education, consumer alerts and reporting of fraud and victim recovery steps.

AARP Fraud Watch – AARP Members can Sign Up for Alerts



The Perfect Scam, by AARP  – Engaging episodes of fraud victims sharing their stories:



Get Rich Quick documentary – Netflix – Money, Explained S1: E1

YouTube – Jim BrowningTech Support Scams channel. Witness a modern-day hero catching criminals in the act and often foiling their attempts.



FTC Consumer page – How to avoid a scam, how to recover and report a scam.

Look up a Scam – Better Business Bureau’s scam map.

Be Cyber Smart – CISA’s Education and Resource site for consumers.


Should you ever feel pressured to act or pay promptly, or are told ‘not to tell anyone’. STOP. DISENGAGE. VERIFY INDEPENDENTLY or ask someone you trust.

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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
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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