XML has partnered with Zogo to provide our community and those who are starting their financial independence with a new way to learn about finances. Zogo is a financial education app that comes with an extensive library of bite-sized learning modules on a variety of financial topics that include budgeting, market basics, and investing fundamentals. The topics grow more complex as you advance through the app. Completing each module earns users points, called pineapples. Accumulate pineapples and users can earn gift cards or donate their pineapple points to charity. Download Zogo from your App Store and start earning those pineapples while learning excellent financial life lessons!

Download the app and use access code XML


  • It’s kind of fun learning about these topics that generally aren’t very exciting, testing your knowledge and the thrill of getting the answers right!

  • This is just the beginning, by the way. There are so many great resources that focus on financial literacy and investor education. Check out a few under Education on our Resources page.

  • Now what does XML do you ask? Simply put, we are investment advisory professionals who advise and manage the investment accounts for busy people, families, organizations and businesses who would like us to use our expertise and handle their investments for them. They could have complex financial and tax considerations, benefit from in-depth planning or have estate planning needs. We are not an online trading platform or ideal for those wishing to do things themselves.

But it doesn’t hurt to talk with us to find out more about what we do… it’s all about learning and being informed!

The Zogo app is provided by Zogo, Inc, an unaffiliated third party. The Zogo app and content is for informational and educational purposes only. This information discusses general financial matters, market activity, investing fundamentals, and other broad-based financial terms and should not be construed as legal, tax, research, or investment advice. Content is not intended to be perceived as recommendations and should not be regarded as an offer to sell or as a solicitation to buy a financial product or service or implement an investment strategy. Any information provided has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data and information necessary for making investment and other financial decisions. Gift card and charitable donation offerings are not unlimited are subject to users’ aggregate activity and can be terminated at any time without notice. Zogo Privacy Policy & Terms of Service

how we work

We’re here to help you make investments that align with your lifestyle.

learn How

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


Podcasts, articles, financial news and more!

learn More

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk