NEWS // Operations Notice
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Brett Bernstein, CFP®

05/12/20

Brett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of ...
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Rob Kantor

05/14/20

Rob Kantor is the Co-Chief Investment Officer and Co-Founder of XML Financial Group. He oversees the firm’s investment advisory activity and is also head of ...
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Curtis Congdon, CFP®, CRPC®

05/22/20

Curtis is President of XML Financial Group. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly ...
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Mark Samson

07/01/22

Over the past 30 years, Mark has built a team of experienced professionals and together they have established a loyal client base by providing sound ...
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Robert J. Collins

09/15/21

As leader of the Collins Investment Group, Bob Collins has maintained a reputation for integrity and insightful investment advice throughout more than three decades in ...
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Michelle Cooper JD, MBA

05/14/20

Michelle Cooper is the Director and Co-founder of XML-W, a division of XML Financial Group that focuses on the planning and financial needs of women ...
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Jason Klopman, CFP®

05/14/20

Jason Klopman is a Senior Wealth Advisor and Partner at XML Financial Group. Jason is a 14- year veteran at XML Financial Group and a ...
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Eric Wightman

05/14/20

Eric Wightman is a Senior Wealth Advisor and Partner of the XML Financial Group. He is dedicated to building lasting relationships with his clients and ...
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Jack May, CFP®

05/12/20

Jack May is a Senior Wealth Advisor who has built his practice through his enthusiasm for communication. His name has appeared in newspapers such as ...
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Lauren O’Brien, CFP®, CPA

05/14/20

Lauren O’Brien is a CERTIFIED FINANCIAL PLANNERTM professional, committed to helping her clients on their life journeys with thorough financial planning. She partners with clients ...
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David Margulies

05/14/20

David Margulies, Senior Wealth Advisor, has had over 30 years of investment management experience as a financial advisor with Merrill Lynch and Morgan Stanley. At ...
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Noorjahan Enayat, CFP®

05/14/20

Noorjahan “Noory” Enayat is a Senior Wealth Advisor and member of the XML Investment Committee. Her focus is on goal-oriented advice and holistic financial planning ...
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Beth Levine

05/14/20

Beth Levine joined XML  in 2007 following almost 15 years at Smith Barney. She has developed a solid base of individual clients, as well as ...
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David A. Clark

09/15/21

Prior to joining the Collins Investment Group in 2004, David Clark was the Operations and Compliance Manager in the Wells Fargo Advisors’ Bethesda office. He ...
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Jordan R. VanOort, CFA®, CFP®, CPWA®

09/15/21

Jordan VanOort is a Senior Wealth Advisor with Collins Investment Group. Since joining Collins Investment Group, Jordan has been recognized as a CERTIFIED FINANCIAL PLANNERTM professional ...
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Shawna Bieda, CFP®

08/09/22

Shawna brings more than 20 years of financial industry experience to XML where she is a CERTIFIED FINANCIAL PLANNER™ Professional and a Senior Wealth Advisor. ...
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Kevin Peters, CLU®

05/14/20

Kevin Peters is a Wealth Advisor with XML Financial Group. Kevin holds the Chartered Life Underwriter® designation and has been in the financial services industry ...
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Steven Collins

05/14/20

Steve Collins is a seasoned Wealth Advisor with XML Financial Group. A former U.S. Marine Corps officer, he has accumulated more than 25 years of ...
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Sharon Abbey

05/14/20

Sharon Abbey is a Wealth Advisor and the Branch Manager of the Breckenridge, Colorado office. She provides brokerage and investment management services along with insurance ...
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Sasha Chelekhov, CFP®, CES, MBA

05/14/20

In her role as a Wealth Advisor, Sasha Chelekhov works alongside Curtis Congdon helping clients craft their financial future so that money concerns and anxieties ...
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John Sciuto

05/14/20

John Sciuto is a Wealth Advisor at XML Financial Group who specializes in guiding his clients through their most important financial and life decisions. He ...
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Bob Abel, CPA

05/14/20

Bob Abel is financial consultant with XML Financial Group. Bob is also a Certified Public Accountant (“CPA”) with the accounting firm of Abel & Associates ...
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Andrew Villafranca, CFP®

09/15/21

Andrew works closely with our financial advisors and clients to facilitate, develop and maintain Envision® plans. Prior to joining Collins Investment Group, he was a financial ...
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Nicole Treiber

05/14/20

Nicole Treiber is a Client Service Associate & Associate Wealth Advisor in the Breckenridge, Colorado office.  She assists the Branch Manager with client services, operations ...
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Radley Ellenbogen

06/28/21

Radley Ellenbogen is an Operations Associate at XML Financial Group. Radley joined XML in June 2021 after graduating from the University of Maryland. Radley previously ...
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Douglas Callan, CFA®

07/01/22

Doug is responsible for investment analysis, portfolio construction, trading, and developing investment plans to help our clients achieve their financial goals. Before joining Samson Wealth ...
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Jennifer Telesca, CIMA®, CRPC®

07/01/22

Jennifer began her career in the financial services industry in 1998. Prior to joining Samson Wealth Management Group, Jennifer was a Sales Vice President at ...
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Amy Lytle

07/01/20

Prior to joining Samson Wealth Management Group in December of 2017, Amy began her career in the financial services industry in 2002 with Morgan Stanley ...
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Michelle Mitchell

05/14/20

Michelle Mitchell is the Director of Client Services located in our Falls Church office. She is responsible for managing the day-to-day client service operations, including managing ...
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Jayson Magro

02/12/21

Jayson Magro began his career in the financial services industry in 2008. He joined XML Financial Group as a Client Service Associate in 2021. Prior ...
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Gina Neild

05/14/20

Gina Neild joined XML Financial Group as an Administrative Associate in 2005. She performs administrative and office support activities and is the Operations Manager for ...
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Stacey Lee

05/14/20

Stacey Lee has been in the financial services industry since 2000. Prior to joining XML Financial Group, she was first with Banner Life and then ...
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Jason Larochelle

05/14/20

Jason Larochelle is a Client Service Associate with XML Financial Group. Jason is an experienced professional with a focus on providing exceptional service to individual ...
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Debbie Rayman

05/14/20

Client Service Associate Debbie Rayman has worked in the customer service field for more than 25 years, with the last 16 as an Executive Assistant. ...
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Claire Lolich

05/28/20

Claire Lolich says, “I truly enjoy my role on the Congdon team because I am able to address clients’ needs and help them meet their ...
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Theresa Kosma

05/14/20

Theresa Kosma joined XML in 2012 and has over 25 years of executive-level experience in her field of Administration. She currently assists three Wealth Advisors ...
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Florence K. Bird

09/15/21

Before joining Collins Investment Group, Flo was with Folger Nolan Fleming Douglas, Inc. for 7 years working with their Senior Financial Advisors. Flo has been ...
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Meredith C. Wade, CRPC®

09/15/21

Meredith joined Collins Investment Group in November of 2019. She uses her extensive industry knowledge and experience to assist our clients with account maintenance, opening, ...
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Gail Stanton

07/01/20

Prior to joining Samson Wealth Management Group, Gail spent 10 years in client relations. Her love for helping others enhances her responsibilities as a Client ...
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Deborah Jalota

11/05/21

Deborah Jalota is committed to enhancing the client experience, facilitating client objectives and access to information, whilst working seamlessly with her colleagues to bring about ...
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Injy Ibrahim

06/27/22

Injy Ibrahim joined XML Financial Group as a Client Service Associate in 2022. Injy began her career in the financial services industry in 2018. Prior ...
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Sharon Cirillo

07/18/22

Sharon joined Samson Wealth Management Group in 2022 as a Client Service Associate with almost twenty years of financial services experience and a decade as ...
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Mary Abba

09/26/22

Mary joined XML Financial Group in 2022 as a Client Service Associate for our Breckenridge Colorado branch office. She brings over 20 years’ experience of ...
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Stephen A. Clagett

09/15/21

Stephen joined the group in 2007. Since joining, Stephen has earned his Series 7, 66, 9, 10 and the role as Director of Branch Operations. ...
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Jennifer Szaro, CRCP®

05/14/20

Jennifer Szaro is the Chief Compliance Officer for XML Financial Group and the affiliated broker-dealer, XML Securities, LLC. She manages the firms’ compliance with applicable ...
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Todd Kullen

05/14/20

Todd Kullen is the Chief Operating Officer and Senior Executive, tasked with overseeing the day-to-day administrative and operational functions of XML Financial Group. Todd reports ...
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Kristian K. Price

09/15/21

Prior to joining the Collins Investment Group in September 1998, Kristian was a legal assistant at Miller and Larson, JD CHTD, and acquired extensive experience ...
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Pete Deoudes

10/13/20

Pete Deoudes is the Director of Marketing of XML Financial Group. He serves on the firm’s Leadership and Operations Committees. Pete has over 20 years ...
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Gerardo Salazar

05/14/20

Gerardo Salazar is the Controller at XML Financial Group. He has been directly involved with financial accounting for the past 10 years of his professional ...
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Jaime Brown

05/14/20

Jaime Brown is a Special Projects Assistant. She joined the firm in February 2016 with over 10 years of office administration and accounting experience. She ...
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