XML Financial Group

Kevin Peters is a financial advisor at XML Financial Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at XML Securities, LLC since 2019 and XML Financial, LLC since 2016. In addition, he is the owner and president of Lifestyle Life Insurance Agency, a business focused on life, disability, and long-term care insurance. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative and private investments.

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® and Series 66 licensed advisor with 13 years of industry experience. She has been with XML Financial Group since 2016. In addition to her advisory role, she also serves as an insurance agent for non-securities based products. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, offering investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets across about 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through fundamental and technical analysis and third-party managers.

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® and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with XML Financial Group since 2019 and has worked at XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2013. Outside of her advisory role, she contributes as a writer to the Alexandria Stylebook, a nonprofit serving the City of Alexandria, Virginia. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities, utilizing a combination of fundamental and technical analysis alongside third-party managers.

Zachary Weaver is a CFP® and ChFC® with seven years of experience in financial advising. He currently works at XML Financial Group and XML Securities, having previously held roles at NYLIFE Securities LLC, Eagle Strategies, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis, third-party managers, and custodial support primarily via Fidelity and First Clearing.

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®-certified financial advisor at XML Financial Group with 28 years of industry experience. He has worked at XML Securities, LLC since 2019 and at XML Financial, LLC since 2016. Bernstein is also the managing partner of BR Financial Associates Management Company, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing customized portfolio management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

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 at XML Financial Group, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has been with XML Financial, LLC since 2019 and with XML Securities, LLC since 2016. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients with tailored portfolio management, financial planning, retirement plan advisory, and access to alternative investments through various platforms and affiliated managers.

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.

Radley Ellenbogen is a CFP® and holds a Series 65 license with three years of industry experience. He has been with XML Financial Group since 2018 and has prior experience at BDO Wealth Management and The Meltzer Group, as well as roles at the University of Maryland and ZeniMax. 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 combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.