XML Financial Group

Kevin Peters is a financial advisor with XML Financial Group in Kensington, MD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial LLC and Benefits Insurance Group, where he continues to serve as owner and president of Lifestyle Life Insurance Agency, specializing in life, disability, and long-term care insurance. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Jordan Vanoort is a CFP®, CFA®, and Series 66–licensed advisor with 19 years of industry experience. He has worked at XML Financial Group and its affiliated entity, XML Securities, LLC, since 2021 and previously spent 12 years with Wells Fargo Advisors Financial Network LLC. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a combination of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Noorjahan Enayat is a CFP® with 13 years of industry experience, currently serving as a financial advisor at XML Financial Group since 2016. Prior to that, she worked at LPL Financial LLC for two years. She is also licensed as an insurance agent for non-securities related products. XML Financial Group provides investment management, financial planning, and retirement plan consulting services to a diverse retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates with a multi-advisor team model and utilizes both fundamental and technical analysis, as well as third-party managers and an internal Investment Committee, to tailor portfolios according to client objectives and risk tolerance.

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model and combines fundamental and technical analysis with access to alternative and private investments to tailor portfolios to client objectives.

Curtis Congdon is a CFP® professional with 20 years of industry experience, currently serving at XML Financial Group since 2019. He has also been associated with XML Securities, LLC since 2009. Outside of his advisory role, he is an equity member of BR Financial Associates Management Company, LLC, a management company for XML Financial Group and XML Securities. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a broad retail client base. The firm operates through a multi-advisor team model and combines fundamental and technical analysis to tailor portfolios to client objectives, risk tolerance, and liquidity needs.

Douglas Callan is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at XML Financial Group and XML Securities, where he has worked since 2022. Prior to that, he spent eight years with Wells Fargo Advisors Financial Network, LLC. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

Lauren O’Brien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at XML Financial Group since 2019. She has been affiliated with XML Securities, LLC since 2013. Outside of her advisory role, she contributes as a writer for the Alexandria Stylebook, a non-profit organization in Alexandria, Virginia. XML Financial Group offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse retail client base. The firm employs a multi-advisor team model and integrates fundamental and technical analysis to tailor portfolios, while providing access to alternative and private investments through third-party platforms.

Zachary Weaver is a CFP® and ChFC® with six years of industry experience. He is currently with XML Financial Group and XML Securities, LLC, having previously worked at firms including NYLIFE Securities LLC and Eagle Strategies LLC. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base. The firm operates through a multi-advisor team model and uses a blend of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Stephen Clagett is a financial advisor at XML Financial Group with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for 13 years before joining XML in 2021. Outside of his advisory work, he operates a sole proprietorship focused on the import and resale of wholesale off-road gear and apparel. XML Financial Group serves a broad retail client base with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and integrates fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Brett Bernstein is a CFP® with 27 years of experience in the financial industry. He is currently with XML Financial Group and has previously worked at LPL Financial, LLC. Bernstein is a managing partner of BR Financial Associates Management Company, LLC, which oversees management activities for XML Financial, LLC and XML Securities, LLC. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and integrates fundamental and technical analysis with third-party managers and an internal Investment Committee to customize portfolios.

Sharon Abbey is a financial advisor with XML Financial Group, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with XML Financial, LLC since 2019 and has been associated with XML Securities, LLC since 2008. Outside of her advisory role, she is a half shareholder and signor in Abbey Excavating, a residence-based business owned by her spouse. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and utilizes a blend of fundamental and technical analysis alongside third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Alexandra Kantarski is a CFP® with 18 years of industry experience, currently serving at XML Financial Group. She has been with XML Financial, LLC since 2019 and also works with XML Securities, LLC (formerly Lara, May & Associates LLC) since 2015. Outside of her advisory role, she is a notary public and pursues hobbies as an astrology consultant and artist, selling her paintings. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis, often utilizing third-party managers and an internal Investment Committee to customize portfolios according to client goals and risk tolerance.

Steven Collins is a financial advisor with XML Financial Group in Owings Mill, MD, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at XML Financial, LLC since 2019 and XML Securities, LLC since 2016, as well as a brief tenure at Wells Fargo Advisors Financial Network, LLC in 2016. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Nicole Treiber is a financial advisor at XML Financial Group with eight years of industry experience. She holds a Series 66 designation and has been with XML Financial and its affiliated entities since 2013. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates using a multi-advisor team model and employs a blended investment approach that incorporates fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.