The course will feature a panel of professionals from the financial,
legal, mortgage lending and insurance fields.

• Brett Shane Bernstein CFP, Co-Founder and Managing Partner of XML
Financial Group – After leaving a management position at Merrill Lynch
in 2004, Brett co-founded XML Financial Group. In 2013, XML was named
one of the top 400 advisors in the country by the Financial Times. XML
now manages $600 million in assets.

•Brian K Pearlstein, Managing Partner at Brodsky Renehan Pearlstein &
Bouquet – After joining the firm in 1995, Brian was named a Partner in
2001 and became the managing partner of the firm in 2007 Brian was named
a Top 100 Attorney in Maryland by Super Lawyers in 2013. Brian practices
in the areas of family law, divorce, child support, and custody.

•Brad Cohen, Senior Mortgage Banker at Capital Bank – – Brad was ranked
by Scotsman Guide in 2012 as a Top Originator coming in at #8 in the
country with Top Volume closing 758 loans totaling over $279 million.
Additionally, Brad was ranked #6 in Refinance Volume.

•Kevin Patrick Peters, Founder and director of XML Insurance Group –
Kevin has been in the financial services industry for the past 15 years,
specializing in Life Insurance, Disability Insurance, Long-Term Care and
Estate Planning, as well as a variety of Business Insurance Planning
strategies. XML Insurance Group provides expert comprehensive solutions
in Life, Health, Long-term Care Planning, and Disability Insurance.

Sponsored by XML Financial Group, Brodsky Renehan Pearlstein & Bouquet,
and Capital Bank.