Brett Bernstein, CFP©, was named one of the Top Board Presidents of the Year by BoardRoom magazine. Brett serves as President of the Lakewood Country Club in Rockville, Maryland. BoardRoom magazine annually recognizes the world’s top private club presidents, as Private Club Presidents of the Year, for their outstanding work, their understanding of the industry, and role and responsibilities of the club’s board of directors. (January 31, 2012)

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XML was recently named to the top 5000 list of fastest growing private companies by Inc., ranked based on percentage revenue growth from 2007 through 2010. September 2011

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Washington Business Journal

XML was also named as one of Washington's Premier Wealth Advisors in the Washington Business Journal. The list of companies was selected by NABCAP an independent, non-profit that seeks to identify top practitioners, using an objective questionnaire assessing 20 categories of practice management. September, 2011

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Kplingers

Brett Bernstein, CFP©, was listed in the Who’s Who of Maryland in Kiplinger’s May 2005 issue.

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Top 100

Rob Kantor was awarded Top 100 Independent Advisors in America based on advisory and brokerage assets under management in 2010, 2009, 2008 (August issue).

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Wall Street

Michael Jacobs CFP©, was featured in an article titled, “In Their Own Words,” in June 2005.

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Financial Advisor

Mike Jacobs, CFP©, authors an article titled "Investors Demand More" in October 2010. Michael Jacobs CFP©, was featured in an article titled, “Winning Over Wirehouse Brokers,” in April 2005.

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Registered Rep

Brett Bernstein CFP©, Michael Jacobs CFP©, and Rob Kantor were featured in an article titled, “The Entrepreneur Equation,” in November 2006.

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