Denise Adah

Raymond Gazelle is a CFP® professional with 18 years of experience, operating independently through his firm, Raymond L. Gazelle Jr., since 2005. His practice includes consulting services to small banks on internal operations and data processing, reflecting a background in bank operations. The firm offers comprehensive financial and investment planning services to individuals as well as corporate and nonprofit organizations, often collaborating with clients’ financial officers or committees. It employs a long-term, strategic portfolio allocation approach focused on asset allocation, diversification, and selection of mutual funds and ETFs, providing advice on a consultative, non-discretionary basis without managing client assets.

Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. 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 the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.

Sloan Hatfield is a CFA® charterholder with six years of industry experience. He has been with SVA Capital Management LLC since 2019 and previously worked at Goldman Sachs from 2014 to 2019. SVA Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients, focusing on publicly traded equities and exchange-traded funds. The firm employs fundamental analysis with a long-term investment horizon and offers a performance-based fee option for qualified clients.

Kathleen McQuade is a Certified Financial Planner® with three years of industry experience, operating as the sole advisor at her independent firm in Laurel, MD. She has been managing her practice since 2010 and holds a Series 65 license. Her firm provides fee-only financial planning and consulting services to individual clients, focusing on investment, retirement, insurance, education, and estate planning. The practice employs a long-term, buy-and-hold investment approach, primarily recommending no-load, low-cost, tax-efficient mutual funds with asset allocation as the key factor in portfolio returns.