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BRETT BERNSTEIN, CFP®
CEO & Co-founder
ROB KANTOR
CIO & Co-founder
CURTIS CONGDON, CFP®, CRPC®
President
MARK SAMSON
Senior Partner
JENNIFER SZARO, CRCP®
Chief Compliance Officer
MICHELLE COOPER JD, MBA
Partner & Director, XML-W - Women, Wealth and Wellness
JASON KLOPMAN, CFP®
Senior Wealth Advisor, Partner
ERIC WIGHTMAN
Senior Wealth Advisor, Partner
SHAWNA BIEDA, CFP®
Senior Wealth Advisor
DAVID A. CLARK
Senior Wealth Advisor
NOORJAHAN ENAYAT, CFP®
Senior Wealth Advisor
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BETH LEVINE
Senior Wealth Advisor
DAVID MARGULIES
Senior Wealth Advisor
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JACK MAY, CFP®
Senior Wealth Advisor
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LAUREN O'BRIEN, CFP®, RICP®, CPA
Senior Wealth Advisor
JORDAN R. VANOORT, CFA®, CFP®, CPWA®
Senior Wealth Advisor
KEVIN PETERS, CLU®
Wealth Advisor
SHARON ABBEY
Wealth Advisor
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SASHA KANTARSKI, CFP®, CES™, MBA
Wealth Advisor and Director of Financial Planning
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STEVEN COLLINS
Wealth Advisor
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JOHN SCIUTO
Wealth Advisor
JENNIFER TELESCA, CIMA®, CRPC®
Wealth Advisor
NICOLE TREIBER
Wealth Advisor
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CALEB LONG
Wealth Advisor
RADLEY ELLENBOGEN, CFP®
Associate Wealth Advisor
BEN KOLLENDER
Associate Wealth Advisor
MARY ABBA
Client Service Associate
FLORENCE K. BIRD
Client Service Associate
LOUIS BLANC
Client Service Associate
SUSAN ROACH
Client Service Associate
SHARON CIRILLO
Client Service Associate
THERESA KOSMA
Client Service Associate
JASON LAROCHELLE
Client Service Associate
STACEY LEE
Client Service Associate
CLAIRE LOLICH
Client Service Associate
JAYSON MAGRO
Client Service Associate
GINA NEILD
Client Service Associate
DEBBIE RAYMAN
Client Service Associate
GAIL STANTON
Client Service Associate
MEREDITH C. WADE, CRPC®
Client Service Associate
VIDYA WHITE
Client Service Associate
JAIME BROWN
Compliance Officer
DOUGLAS CALLAN, CFA®
Senior Portfolio Manager
STEPHEN A. CLAGETT
Director of Branch Operations
TODD KULLEN
Chief Operating Officer
AMY LYTLE
Director of Client Services
HANNAH MYERS
Director of Marketing
KRISTIAN K. PRICE
Director of Client Experience
GERARDO SALAZAR
Controller
CAITE STEVENS, CIP, BIDA®
Chief Technology Officer
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JANINE GONZAGA
Operations Service Associate
