On January 19, Rob Kantor, CIO & Co-Founder of XML Financial Group, hosted a must-see webinar featuring insights and perspectives from two veterans of the capital markets: Bradford Pineault, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute.

*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.

In addition to covering the current market environment and, the webinar also featured:

• A recap of 2022 and perspectives for 2023
• A discussion of the midterm elections and their effect on capital markets
• Things to consider while navigating the current market environment
• An open forum, led by our host and featuring questions submitted by the audience

Bradford Pineault, CFA®

Bradford Pineault, CFA® is a Vice President and Capital Markets Strategist at Fidelity Institutional Asset Management, Fidelity Investments’ distribution and client service organization where he works with Fidelity's Sales Professionals and their advisor clients. Brad also works with advisors to discuss certain sector strategies and to provide overall support on why sectors matter when it comes to building an investment portfolio. Brad is dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors.

Scott Wren

Scott Wren is Senior Global Market Strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Scott is a member of the Investment Strategy Committee, which is the team that produces strategy and guidance recommendations for global financial, real asset, and alternatives markets. With his knowledge of the financial markets, he is often quoted in national media outlets including Reuters, The Chicago Tribune, The Los Angeles Times, The Washington Post, The Associated Press, and The Wall Street Journal. He frequently appears in interviews on Bloomberg Television, the Fox Business Network, and CNBC's “Nightly Business Report."

Rob Kantor

Rob Kantor is the CIO and Co-founder of XML Financial Group. He oversees the firm’s investment advisory activity and is also head of the firm’s investment committee. Previously, he was Vice President and a Senior Financial Advisor at Merrill Lynch, where he specialized in custom retirement plan design. In addition, he also served on the Advisory Council to Management and was a founder of the Charitable Giving Committee. Rob received a Bachelor of Science in business management from the University of Maryland’s Robert H. Smith School of Business. He has also chaired various committees, and he serves on boards of non-profits in the local community. Rob has a passion for helping to find the cure for Alzheimer’s and served on the Board of the National Capital Area Alzheimer’s Association. Even though Rob’s children are in college, he still gives back to the Bullis School in Potomac through their Shark Tank entrepreneur program.

*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.