Philip Verley

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.

Hi, I'm Kevin. I'm a financial advisor in Washington, D.C., and the founder & CEO of Illumint. In 2017, I launched Illumint to offer financial planning for Millennials. I specialize in helping our generation answer the question, "Are we going to be ok financially?" For you, this may mean investing more of your savings. Or smartly managing an inheritance. Perhaps you want to put your kids on the right track financially. My work as a Certified Financial Planner™ draws on my past finance experience. I previously held financial roles in the NFL and in the commercial real estate industry. The birth of my first child, though, inspired me to become a financial advisor for Millennials in Washington, DC. Around this time, I noticed that couples like us lacked good options for financial advice. The limited advice that we did receive wasn't specific to our stage in life. And the industry's compensation structure often wasn't in our best interest. I wanted to see more fee-only financial advisors. I wanted to see financial advisors with expertise in student loans and renting vs. buying. I wanted financial planning to start making inherited IRAs, Health Savings Accounts, and 529 plans work for our generation. I work hard to put myself in a position to answer any questions that Millennials have on topics like these. To this end, I serve as a resource for many journalists. Over the years, I've provided insight to the New York Times, Wall Street Journal, Washington Post, CNN, NPR, and NBC News. And I've written for Forbes, Yahoo! Finance, Kiplinger, and Fatherly. I've also worked with employers and brands on a variety of Millennial-driven personal finance events and projects. I've partnered with John Hopkins University, Nestle, and General Assembly, among others. I'm proud to hold an undergraduate business degree from Georgetown University (Hoya Saxa!). I later added an MBA in finance from Georgia Tech (THWg!). Last, but certainly not least, I'm the father of two young boys, who couldn't care less about any of this stuff. They only care that I play with them after school.

Hi, I'm Alvin, I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating. Life in your 30s and 40s can be overwhelming. You may be balancing multiple high-stress jobs, managing a mortgage, paying off student loans, trying to save for your child’s education, and perhaps even starting a new business. With all these demands, it’s tough to find the time—let alone the desire—to dive into the complexities of investments, taxes, retirement planning, and which accounts to use to optimize your finances. Your focus should be on what you love, not deciphering financial jargon. That’s where I come in. I’m here to help you maximize your finances so you can retire by 55 and live the life you’ve always envisioned. As a CERTIFIED FINANCIAL PLANNER™ and CFA® charterholder, my approach goes beyond just providing a financial plan; I partner with my clients through life’s ups and downs, offering personalized guidance and unwavering support. I’m an active member of the XY Planning Network, Fee-Only Network, and the National Association of Personal Financial Advisors (NAPFA). My insights have been featured in leading publications such as The New York Times, Forbes, Business Insider, Time, and Yahoo! Finance. I also hold an MA in International Relations from Johns Hopkins University. I also serve as Coaching Chair for Entrepreneurly, a non-profit supporting small business owners in DC. In my free time, I enjoy hiking, swing dancing, and playing pickleball. Learn more here: https://districtcapitalmanagement.com/ * "Washington, D.C.'s Best Financial Advisors" -- Washingtonian Magazine * “Top Financial Planners In Washington, D.C.” - Expertise.com * “Best Financial Planners For Millennials” - Millennial Money * Washington Parent Picks Winner - Washington Parent * Diversity Scholarship Winner - FPA

Jessica Horner is a CFP® professional at Tender Wealth with experience that includes roles at Chevy Chase Trust and JMH Financial LLC. She also runs an after-school program combining ultimate-frisbee instruction with basic financial literacy lessons. Tender Wealth provides financial planning and consulting services to individuals and high-net-worth clients, offering educational seminars and workshops on financial literacy, budgeting, and retirement planning. The firm focuses on comprehensive planning and supports clients in implementing recommendations through custodians or brokers of their choice.

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.

Alexander Levy is a CFA® charterholder and holds a Series 63 license, currently serving as the sole advisor at Noordzee Capital LLC with one year of industry experience. He has held management roles at Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and at Noordzee Consulting LLC, which provides research and consulting services. Noordzee Capital offers advisory services mainly to institutional clients, employer retirement plans, family offices, and high- and ultra-high-net-worth individuals, including a significant non-U.S. client base. The firm’s investment approach centers on fundamental analysis supported by economic and technical tools, providing portfolio management, financial planning, retirement plan consulting, and sector-specific research.