Alphonso Houston

Gerardo Martinez Y Carriles is a CFA® charterholder with one year of experience in financial advising. He is the sole advisor at BLU Capital and previously worked at Berlin Wealth Group Advisors and International Fintech Intelligence. BLU Capital serves institutional and individual clients, including foundations, pension plans, and small businesses. The firm uses a combination of fundamental research, quantitative modeling, factor-based strategies, and ESG screening, and offers services such as portfolio management, financial planning, and consultant selection.

Illumint is a fee-only financial planning firm for Millennial women who want to put their growing savings to work. Women like you have built your savings throughout your careers or received new money through an inheritance, bonus, or other financial windfall. Illumint will help you decide what to do next, with a focus on how that money can fit into and support the rest of your financial life. Illumint is Washington, DC-based, a virtual service, provides flat-fee comprehensive planning, offers optional investment management, and does not have an investment or net-worth minimum.

Jessica Horner is a CFP® currently with Tender Wealth in Silver Spring, MD. She has prior experience at Chevy Chase Trust and JMH Financial LLC, with a total of several years in the financial services industry. Before her advisory career, she worked for Howard County - Central Fleet for eight years. Tender Wealth is an independent firm providing financial planning and consulting to individuals and high-net-worth clients, emphasizing financial education through public workshops and an after-school program that combines youth sports with basic financial literacy. The firm offers written plans and recommendations without portfolio management or custody and incorporates ESG considerations in its advice.

Raymond Gazelle Jr. is a CFP® professional with 19 years of experience, operating as the sole advisor at his independent firm, Raymond L. Gazelle Jr., since 2005. His background includes providing consulting services to small banks on internal operations and data processing. The firm offers comprehensive financial and investment planning services to individuals as well as corporate and nonprofit clients, frequently collaborating with financial officers or committees. It uses a long-term, strategic portfolio allocation approach focused on asset allocation, diversification, and mutual fund and ETF selection, delivering advice on a consultative, non-discretionary basis without managing client assets.

Timothy Wesling is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He previously worked at Morgan Stanley DW Inc. for three years. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm uses fundamental analysis and a combination of long- and short-term trading strategies tailored to client objectives, integrates in-house tax preparation and certified divorce-financial analysis, and provides court and mediation support.

Monte Hoover is a financial advisor at Rockbound Capital LLC in Washington, DC, holding a Series 65 license with one year of industry experience. Prior to founding Rockbound Capital, he worked at Microsoft and is currently a PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Rockbound Capital provides discretionary portfolio management services to individuals and high-net-worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes discretionary authority over client portfolios, employs a single qualified custodian for brokerage services, and is led by Hoover’s background in technology and machine learning research.