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.

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.

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.

Katrina Riddick is the President and CEO of People First Financial Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Percival Financial Partners and Faim Group Strategic Solutions Center. Her work includes providing financial advisory consulting to state and local governments on debt issuances and consulting for small and start-up minority-owned businesses. People First Financial Advisors is an independent, single-advisor firm that primarily serves government and quasi-government issuers, focusing on municipal financial advisory services such as structuring bond transactions and acting as a bidding agent for investments of bond proceeds. The firm provides non-discretionary advisory support and emphasizes a municipal-advisory focus with regulatory standing as a municipal advisor.

Ryan Lund is the sole advisor at Lund Capital Management LLC in Washington, DC. He holds a Series 65 credential and has three years of industry experience, including prior work as self-employed and roles with the Charlotte Symphony and ASM Global. Lund Capital Management LLC offers discretionary and non-discretionary investment advisory services to individuals and entities, focusing on client-specific financial profiles and investment plans. The firm employs diversified asset allocation using mutual funds, ETFs, bonds, options, and equities, and incorporates artificial intelligence as a research tool while retaining final investment decisions with the adviser.

Christopher Oland is a financial advisor at Harmony Wealth Advisors, LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at firms including Morgan Stanley, LPL Financial, and Merrill. Outside of advisement, he is a partial owner of Preserve, a restaurant in Annapolis, MD, and serves as President of Southern Maryland Little League. Harmony Wealth Advisors, LLC provides portfolio management and financial planning services to individuals, pension plans, corporations, and charitable organizations. The firm manages approximately $22 million in client assets using a non-discretionary approach that combines cyclical and fundamental analysis with modern portfolio theory.

Jeff Mitchell is the principal of JRM Capital Management Inc., an independent advisory firm based in Mitchellville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding JRM Capital Management in 2003, he has been associated with Lifemark Securities Corp. since 2009. JRM Capital Management provides investment advisory and financial planning services to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs both fundamental and quantitative analysis to manage portfolios across various asset classes and offers specialized pension consulting services alongside unique engagement models such as performance-based fees and subscription publications.

Christopher Mamunes is a financial advisor at Railroad Street Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2014. Railroad Street Wealth Management provides customized investment management and periodic financial planning to individual and high-net-worth clients. The firm manages approximately $20.4 million across 55 client relationships, using a tactical, rules-based investment process that combines technical analysis with a relative-strength framework to guide portfolio construction and risk management.

Christopher Leader is the sole advisor at Leader Investments LLC in Silver Spring, MD. He holds a Series 65 designation and has two years of industry experience. Prior to founding his firm, he worked in various roles in the technology sector, including positions at Stripe and Preply, where he continues to work as a product manager. Leader Investments LLC provides personalized financial advice to individual investors without managing assets or taking custody of client accounts. The firm focuses on diversified, value-oriented portfolio recommendations primarily involving indices and publicly traded securities, delivering advice through consultations while clients maintain responsibility for executing transactions.

Sara Cavendish is a financial advisor at Plein Air Capital Advisers, LLC with 26 years of industry experience. She holds a Series 65 designation and has worked at Windward Asset Management, LLC since 2008. Plein Air Capital Advisers provides discretionary investment management and advisory services to individuals, trusts, corporations, and institutional clients. The firm employs a fundamentally driven, long-term, value-oriented investment approach with concentrated portfolios typically holding 15–20 stocks selected below their view of intrinsic value.

Jonathan Mathews is a CFP® professional with four years of experience in financial planning. He is the sole advisor at Nautical Financial Planning, an independent firm he has led since 2018. Mathews also works as a tax advisor with Block Advisors, providing personal and business tax preparation and planning. Nautical Financial Planning offers fee-only, hourly and project-based financial planning and consultation to individuals, couples, families, and business entities. The firm focuses on globally diversified, low-cost, tax-efficient passive investments and provides clients with guidance on asset allocation, custodial setup, and periodic portfolio reviews without managing assets directly.

Michael Hocker is a Series 65-licensed financial advisor with CTG Wealth Management LLC, where he has worked since 2023. He has two years of industry experience and previously held positions at the Defense Acquisition University from 2013 to 2019. CTG Wealth Management LLC provides fee-only investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm manages discretionary portfolios using a combination of passive and active strategies and serves a significant non-U.S. client base, which introduces cross-border considerations into its planning and custody decisions.

Alexander Ruda is the sole advisor at Ruda Financial and holds a Series 65 credential. He has eight years of experience with the Internal Revenue Service and two years with Fannie Mae before founding his firm in 2025. Ruda Financial is a fee-only advisory firm that serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning services. The firm emphasizes individualized investment policies and asset allocation, employing fundamental analysis and Modern Portfolio Theory alongside passive investment strategies.

Heath Harris is a financial advisor at Compound Advisory with 19 years of industry experience. He holds the Series 65 and Series 66 licenses. His prior experience includes roles at Oliver Wealth, Hayden Royal, Citigroup, Wells Fargo Advisors, Merrill, and Northwestern Mutual Investment Management. Compound Advisory LLC is an independent investment adviser offering portfolio management services through a multi-method investment approach that includes charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis. The firm typically seeks discretionary authority and uses model allocations tailored to client goals without utilizing third-party managers or wrap fee programs.

Aba Tyus is the sole advisor at Tyus Financial Group LLC, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to founding his independent firm, he held roles at Northwestern Mutual and various technology and consulting companies. He serves as president of the Columbia Business School Alumni Club of Washington, D.C., where he oversees executive committee activities and manages event planning and finances. Tyus Financial Group serves institutional and high-net-worth clients, providing discretionary portfolio management and advisory services across a wide range of instruments, including equities, fixed income, private equity, and alternative investments. The firm focuses on institutional-sized accounts and employs multiple analytical methods and investment strategies tailored to client objectives.

Lorie Scheibel is the principal of Smarter and Wise, an independent financial advisory firm, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Lincoln Financial Advisors. Scheibel also serves as adjunct faculty at Anne Arundel Community College and operates as an independent insurance agent. Smarter and Wise provides financial planning and discretionary wealth management to individuals nearing retirement, high-net-worth clients, and sponsor-level retirement plans. The firm employs a planning-first approach centered on a comprehensive RetireSmarter process, incorporating risk modeling and ongoing portfolio management, and offers specialized investment real estate planning alongside retirement plan advisory services.

Corey Boller is a CFA® charterholder and investment advisor with Tempus Wealth Partners in Washington, D.C. He has experience at Rehmann and various banking institutions prior to joining Tempus Wealth Partners in 2025. Tempus Wealth Partners provides tailored investment counsel and wealth services to family offices, high-net-worth individuals, trusts, institutional clients, and business entities. The firm employs a disciplined investment approach combining quantitative and qualitative analysis and offers discretionary management across multiple asset classes, emphasizing fiduciary duty and customized client solutions.