XML Financial Group managing partners (L-R); Robert Kantor; Brett Bernstein; Michael Jacobs

Partners Brett Shane Bernstein (center), Michael Jacobs (right), and Robert Kantor (left) traded the big-firm life to start a business they could be proud of and that clients could trust in."I love that people look at me as a business owner rather than a stockbroker," says Bernstein.

XML Financial Group managing partners

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