COLLINS INVESTMENT GROUP - Key Persons

Shawna brings more than 20 years of financial industry experience to CIG where she is a CERTIFIED FINANCIAL PLANNER™ Professional and a Senior Wealth Advisor. Her attention to detail and analysis gives her clients comfort in knowing that she is providing well thought-out solutions that help them achieve their financial goals. Her dedication, patience and personal touch build strong, trusting relationships with all generations of each client to bring continuity to their long-term objectives. While she enjoys helping everyone achieve their financial goals, she has a passion for helping women and is particularly sensitive to issues women frequently face such as caring for young ones and elderly parents, losing a spouse or going through a divorce. She listens carefully, challenges when appropriate and advises honestly. Shawna graduated magna cum laude from the University of Baltimore with a degree in Finance and she holds the FINRA Series 7, 9, 10, 66 registrations and Life and Health Insurance license. She earned her CFP® certification in 2012. When she is not helping others with their wealth management needs, she enjoys volunteering her time with organizations local to her community and spending time with her family. You can find her at an ice rink cheering on her son's hockey team or on a turf field rallying for her daughter's lacrosse team. Shawna resides in Lake Shore, Maryland and is married to her high school sweetheart.

Job Titles:

• Financial Advisor
• Vice President
• Senior Wealth Advisor

Prior to joining the Collins Investment Group in 2004, David Clark was the Operations and Compliance Manager in the Wells Fargo Advisors' Bethesda office. He began his career as a Financial Advisor with Raymond James in Ellicott City… Read More Prior to joining the Collins Investment Group in 2004, David Clark was the Operations and Compliance Manager in the Wells Fargo Advisors' Bethesda office. He began his career as a Finacial Advisor with Raymond James in Ellicott City. Along with his background as a financial advisor, Dave has experience in small business retirement plans. He holds Series 7, 9, 10, 63 and 65 securities registrations, as well as applicable insurance licenses. David is focused on building client relationships and working with clients to construct, implement and maintain customized investment plans. A life-long resident of Maryland, Dave lives in Damascus with his wife, Jackie, and two children. Away from the office, he coaches softball and baseball with the Damascus Sports Association and Olney Boys & Girls Club (OBGC) and enjoys spending time with his family.

Job Titles:

• Senior Wealth Advisor and Partner

Eric Wightman is a Senior Wealth Advisor and Partner of the XML Financial Group and Collins Investment Group. He is dedicated to building lasting relationships with his clients and helping them navigate a complex world in order to build a sound financial and investment plan that centers around what matters most to them…. Read More Eric Wightman is a Senior Wealth Advisor and Partner of the XML Financial Group and Collins Investment Group. He is dedicated to building lasting relationships with his clients and helping them navigate a complex world in order to build a sound financial and investment plan that centers around what matters most to them. With more than 20 years of wealth management experience, Eric has been recognized for his accomplishments by various financial publications. He also hosts the podcast "Common Sense Investing," with the purpose of educating investors. He considers himself a value investor and firmly believes that successful investing requires having a value-oriented financial plan. Before embarking on a career in financial services, Eric attended culinary school and worked at numerous award-winning restaurants and hotels throughout the country. Eric is committed to service in his community and has helped with fundraising for a number of local charitable organizations such as Hope Cam, the Orphan Foundation of America and The Neediest Kids. In his time away from the office, Eric challenges himself by being active in endurance sports and recently completed his first full-distance Ironman in Copenhagen, Denmark. He and his family are proud to call both Bethany Beach, Delaware and Leesburg, Virginia home.

Job Titles:

• Client Service Associate
• Client Services Specialist Contact Flo Bird
• Series 7 Registered Associate

Florence Bird Client Service Associate Before joining Collins Investment Group, Flo was with Folger Nolan Fleming Douglas, Inc. for 7 years working with their Senior Financial Advisors…Read More Before joining Collins Investment Group, Flo was with Folger Nolan Fleming Douglas, Inc. for 7 years working with their Senior Financial Advisors. Flo has been in the financial industry since 1986 and has served in roles with PaineWebber Inc. in Silver Spring, Maryland and Johnston Lemon & Co. in Washington, D.C. Flo is a Series 7 Registered associate and has spent much of her career working with large institutional and charitable organization's accounts by processing their trades and overseeing their gifting accounts. She has lived in Maryland her entire life and currently resides in Rockville with her husband, Bill and her two children. Away from the office, Flo enjoys kayaking, camping and spending time with her family. She and her husband are very involved with fundraising events for the American Legion Post 86 in Rockville and fostering animals in need of homes. With Collins Investment Group, Flo's primary role is to oversee all of the cash movement in client accounts. This includes: Checks ACH/Direct Deposit Wires Internal Transfers

Job Titles:

• Wealth Advisor

John Sciuto is a Wealth Advisor at Collins Investment Group, a division of XML Financial Group, who specializes in guiding his clients through their most important financial and life decisions. He focuses on comprehensive financial planning, personally curated investment portfolios and…Read More John Sciuto is a Wealth Advisor at Collins Investment Group, a division of XML Financial Group, who specializes in guiding his clients through their most important financial and life decisions. He focuses on comprehensive financial planning, personally curated investment portfolios and listening to the specific needs of his clients. John's expertise in holistic long-term planning and in-depth market analysis help his clients navigate today's complex economic environment. He previously worked as a financial advisor at Wells Fargo Advisors before joining CIG and XML. John also worked in government affairs and as a corporate consultant. John received his Bachelor of Arts from the University of Richmond and earned his master's degree from George Washington University. John previously served on the board of the non-profit organization United Community and acted as the board's investment research lead. He currently lives in Alexandria, VA with his wife and his collie, Cal. If you have a Peloton bike, let John know - he would love to do a ride together!

Job Titles:

• Vice President - Investments

Jordan earned a bachelor's degree in economics from Yale in 2006, and since graduating has enhanced his knowledge of the economy and financial markets as a Financial Advisor with Wells Fargo Advisors. After earning his Series 7 and 66 securities registrations, he joined Collins Investment Group… Read More Jordan VanOort is Vice President of Investments with Collins Investment Group. Since joining Collins Investment Group, Jordan has been recognized as a CERTIFIED FINANCIAL PLANNER TM professional and has also earned the Chartered Financial Analyst TM designation. With approximately a decade of experience in financial service, Jordan also holds the Series 7 and Series 66 securities registrations. Prior to working with clients of Collins Investment Group, Jordan held positions with Wachovia Securities as well as the Ayco Company of Goldman Sachs. Jordan fondly refers to his Corning, NY roots and has family living in the Finger Lakes area of Upstate NY to as far south as Naples, Florida. Jordan graduated from Yale University in 2006 with a bachelor's degree in Economics. He currently lives in Bethesda, MD and remains active with the Yale Alumni Association of Washington, DC through sports activities and volunteer opportunities such as partnering with College Summit to work with high school students, mentoring them in their college search and application process.

Job Titles:

• Chief Operating Officer
• Director of Client Experience

Prior to joining the Collins Investment Group in September 1998, Kristian was a legal assistant at Miller and Larson, JD CHTD, and acquired extensive experience managing the firm, preparing trusts and wills, and presenting legal documents to clients…Read More Prior to joining the Collins Investment Group in September 1998, Kristian was a legal assistant at Miller and Larson, JD CHTD, and acquired extensive experience managing the firm, preparing trusts and wills, and presenting legal documents to clients(1). She also oversaw the office management of a membership club for the PGA Tour. As the group's Chief Operating Officer, Kristian provides leadership and direction, and long-term operational guidance. She holds a bachelor's degree in business management from Emporia State University in Kansas. Kristian is a supporter of Girls on the Run, a non-profit organization dedicated to creating a world where every girl knows and activates her limitless potential and a volunteer with Making Strides Against Breast Cancer.

Job Titles:

• Client Service Associate
• Operations Team Member

Louis is committed to enhancing our client relationships by working together with colleagues to facilitate a smooth and efficient client experience….Read More Louis is committed to enhancing our client relationships by working with colleagues to facilitate a smooth and efficient client experience. With his extensive experience in client services, Louis is a dedicated operations team member, supporting the other associates and advisors within Collins Investment Group. Louis' primary responsibility is executing day-to-day operations for clients' requests. He establishes and maintains accounts and assists in resolving client inquiries efficiently and comprehensively. Louis has a distinguished career in the financial services industry, spanning over two decades. He held roles such as Trust Officer and Assistant Vice President with Bank of America. He also supported a team of wealth, legal, and medical specialty groups with Truist Wealth, where he showcased his leadership skills and commitment to superior customer service. Louis is originally from the New Jersey and relocated to Maryland in 2013. In Louis' free time, he enjoys worldly cuisine and hiking.

Meredith joined Collins Investment Group in November of 2019. She uses her extensive industry knowledge and experience to assist our clients with account maintenance, opening, and estate processing. She also works with our financial advisors to prepare for client meetings and reviews. Prior to joining the Collins Investment Group in 2019, Meredith worked in Private Wealth Management and Investment Operations for 16 years. She holds a B. S. in Finance from Norfolk State University and is a Chartered Retirement Planning Counselor SM. Away from the office, Meredith enjoys cooking and supports the Life Builders program, aimed at affecting the lives of our youth. She resides in Springdale, MD with her husband and two young sons.

Job Titles:

• Co - Founder
• Fellow

Fellow Co-Founder, Robert D. Kantor and I set out on a mission in 2004 to create a boutique independent financial services firm of which we could be proud. We sought to provide advice and guidance to our clients without the pressures a large firm typically brings. We wanted a platform to offer a variety of investments that were appropriate for our clients instead of merely proprietary products. We also knew that, as entrepreneurs, we would be able to relate better to our clients, many of whom ran successful companies and built their wealth through their own hard work. We knew that we could differentiate ourselves from other advisors because we believed in ourselves and the quality of advice and guidance we bring to each client relationship. Most importantly, we could build an infrastructure that serves our needs, which ultimately allows us to serve our clients' needs. On that foundation, XML Financial Group was born. XML became an SEC registered investment advisor in 2016.

Job Titles:

• Leader
• Managing Director

As leader of the Collins Investment Group, Bob Collins has maintained a reputation for integrity and insightful investment advice throughout more than three decades in the financial services industry. He has built a team that is dedicated to earning each client's trust by providing sound, personalized advice with the highest level of professionalism. Mr. Collins is deeply committed to acting in his clients' best interests and has received numerous awards for his contributions to the brokerage industry and the metropolitan D.C. community. In 2003, he was named to the Research Magazine Advisor Hall of Fame, which recognizes financial advisors nationwide. 1 The Financial Times recognized Bob as one of the "Top 400 Financial Advisors" 2 in the country in 2013 and 2017 and Barron's Magazine has ranked Bob among their Top Advisors 3 for nine consecutive years. Top 1000 from 2009-2013 and Top 1200 from 2014-2017. As an independent business owner within the Wells Fargo Advisors Financial Network, Mr. Collins combines his belief in personal excellence with the resources of a large financial institution. He is the Collins Investment Group's Managing Director. Prior to founding his own business, Mr. Collins spent more than a decade as a Managing Director - Investments within Wells Fargo Advisors. During this time, he received their Professional Excellence Award and was named a Premier Advisor. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. As a PIM Portfolio Manager, Mr. Collins is among the select financial advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management program. 4 Mr. Collins believes in the importance of giving back to the community. He is a supporter of the US Chess Center of Washington, DC and Adoptions Together in Montgomery County, MD. He is a member of Our Lady of the Visitation Parish and a former treasurer and Board Member of The Barnesville School. Bob and his wife Beth live in Darnestown, MD.

Job Titles:

• Client Services Specialist Contact Sally Mullen

Sally Mullen joined the Collins Investment Group in 2005, and was formerly the director of admissions of The Barnesville School in Maryland. She was educated through high school in Scotland, followed by the University of Paris at the Sorbonne in Paris, France. With her European background, Sally brings a global perspective to our group. Her primary responsibility is the execution of day-to-day operations for clients' accounts. She also works alongside Aeda to establish and maintain accounts, and to help resolve client inquiries efficiently and comprehensively. Sally has two daughters and a son, who also works in the financial services industry. A grandson and three granddaughters complete her family. Focus Areas: Managing client requests & estate valuations Daily workflow management Account administration & operational duties

Job Titles:

• Senior Wealth Advisor

Shawna brings more than 20 years of financial industry experience to CIG where she is a Certified Financial Planner® Professional and a Senior Wealth Advisor….Read More

Job Titles:

• Assistant Vice President
• Director of Branch Operations

Stephen joined the group in 2007. Since joining, Stephen has earned his Series 7, 66, 9, 10 and the role as Director of Branch Operations. Stephen provides leadership and direction, overseeing our team's day-to-day operations and compliance. Additionally, Stephen works with the Director of Marketing, assisting with the team's newsletter content and messaging to our clients. Stephen graduated from the University of Maryland in 2010 with a bachelor's degree in economics. Outside the office, Stephen is a technology and car enthusiast who enjoys keeping an active, outdoors, lifestyle while spending time with his family and friends. Stephen joined the group in 2007. Since joining, Stephen has earned his Series 7, 66, 9, 10 and the role as branch manager. As branch manager, he oversees compliance of both operations and portfolio management…Read More Stephen joined the group in the spring of 2007. He works with both the administrative and portfolio management teams. Stephen prepares client and internal reports, works with clients to provide them access to lending services 1, works with client asset transfers and consolidations and as a Series 7 securities registration holder, he aides in the transaction of securities. Additionally, Stephen helps with the organization, design and creation of the group's Market Mover newsletter, CollinsInvestmentGroup.com, as well as other marketing materials. Stephen graduated from the University of Maryland in 2010 with a bachelor's degree in economics. Outside the office, Stephen is a technology and car enthusiast who enjoys keeping an active, outdoors, lifestyle. He enjoys spending time with his friends and family, surfing, snowboarding, golf, football and hunting.