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.

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

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.

Harry Gaskin is a CFP® with 19 years of industry experience and has been the sole advisor at G, G, & M Financial Goals since 1998. He holds Series 63 and Series 65 licenses. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services to a select client base that includes high-net-worth individuals and small business retirement plans. The firm manages assets on a non-discretionary basis, combining fundamental and technical analysis to recommend securities aligned with client objectives.

Garo Partoyan is the sole advisor at Potomac Wealth Strategies, LLC in Alexandria, VA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Morgan Stanley, A. G. Edwards & Sons, and Wells Fargo Clearing. Since 2009, he has led Potomac Wealth Strategies, an independent firm. Potomac Wealth Strategies provides portfolio management, investment planning, and third-party manager selection to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing fundamental analysis and utilizing both long- and short-term strategies.

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.

Samir Bhatt is the sole advisor at SHB Advisors, an independent firm based in Washington, DC. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. Bhatt has led SHB Advisors since its founding in 2013. SHB Advisors provides discretionary investment management to high-net-worth individuals, families, and trusts, tailoring portfolios to clients’ objectives and risk tolerances. The firm employs global macro and relative-value strategies across multiple asset classes, often using derivatives and leverage, and operates under Commodity Futures Trading Commission registration.

Melissa Carriles Biggham is the principal of Lasting Legacy Wealth Management, LLC in Alexandria, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. She previously worked with Bay Financial Planning and Tax Services, Cambridge Investment Research, and other firms. Carriles Biggham also provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management serves individual and high-net-worth clients with investment management and financial planning, including specialized subscription-based retirement planning for federal employees. The firm utilizes third-party advisers and model portfolios, combining fundamental and technical analysis with periodic rebalancing and account reviews.

Eric McGinley is the sole advisor at POV Wealth LLC in Falls Church, VA, holding a Series 66 credential with 11 years of industry experience. His work history includes roles at USA Financial Securities, Securities America, and Park Avenue Securities. Outside of advising, he officiates field hockey and lacrosse games and provides college funding and student loan consultation services. POV Wealth LLC offers financial planning and discretionary asset management for individuals, families, trusts, and businesses. The firm emphasizes documented client profiles, periodic portfolio reviews, and diversified investment strategies, along with educational seminars and coordination of held-away and custodial accounts.

Paul Cocozza is a CFP® credentialed financial advisor with 26 years of experience, operating Cocozza Financial Planning, LTD. in Arlington, VA since 2000. He holds Series 63 and Series 65 licenses and focuses exclusively on independent financial planning. Cocozza Financial Planning is a solo practice providing comprehensive, written financial plans and limited-area hourly consultations to individual clients. The firm’s non-discretionary investment guidance centers on an asset-allocation framework using primarily index funds and avoids more complex trading strategies, with recommendations tailored to client-specific factors.

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.

Dixie Butler is a CFP® with 37 years of industry experience, currently serving as the sole advisor at U.S. Advisors, Inc. She has been with U.S. Advisors, Inc. since 1999 and also maintains a role at Butler Financial, Inc. since 1993. U.S. Advisors, Inc. provides discretionary and non-discretionary investment management, comprehensive financial planning, and hourly consulting to individuals, trusts, estates, and business clients. The firm’s investment approach focuses on broad asset allocation tailored to client goals, utilizing mutual funds and ETFs, with ongoing portfolio monitoring and a preference to remain invested rather than time the market. It also offers educational seminars and workshops to various organizations as part of its services.

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.

Introduction ⭐️Serving Mid-/Late-Career Women and Families, Growing & Multigenerational Families, and Multicultural Families. ⭐️Founder & Financial Planner - Neat Financial Planning LLC ⭐️CERTIFIED FINANCIAL PLANNER™® Professional ⭐️IRS Enrolled Agent ⭐️UCLA MBA; Professionally trained at Deloitte & Goldman Sachs ⭐️ Fiduciary & Fee-Only I founded Neat Financial Planning in 2023 with a mission to make effective and affordable financial planning more accessible. My goal is to help you regain control of your time and resources, allowing you to focus on what matters most in your life. My career began at Deloitte as a public accountant, followed by various roles in accounting and corporate finance at Fortune 500 companies. During those years, I worked extensively with large Excel spreadsheets, analyzing financial models and statements for both public and private companies. While honing my financial analytical skills, I always aspired to make a more personal impact. Before founding Neat Financial Planning, I served as a Wealth Manager at Goldman Sachs, advising high-net-worth families and nonprofit organizations. I currently reside in Falls Church, Virginia, with my wonderful husband, son, and daughter, who are my greatest sources of joy. In my free time, I enjoy reading, practicing yoga, and exploring new restaurants. We've also made it a tradition to visit China, Kentucky, and Michigan to create fond and lasting memories with our extended families.

Michael Braswell is the principal of Braswell Capital, LLC in Arlington, VA, with two years of experience as a financial advisor. He holds a Series 65 credential and has a background that includes roles at the U.S. International Development Finance Corporation and the U.S. Trade and Development Agency, as well as legal experience at Latham & Watkins LLP. He maintains an inactive sole practitioner law firm, Erwin Osborne Law, PLLC. Braswell Capital provides financial planning and investment advisory services primarily to individuals and small businesses in disadvantaged communities. The firm offers hourly, low-cost financial planning focused on cash flow, retirement, and debt counseling, emphasizing a fiduciary standard and fundamental investment analysis without charging asset-based fees or taking custody of client assets.

Claire Emory is a CFP® and CFA® with 14 years of industry experience, currently operating Clarity Financial Planning in Arlington, VA. She has led the independent firm since 2010. Clarity Financial Planning serves middle- and upper-middle-income individuals and families, offering fee-only comprehensive financial planning without asset minimums. The firm focuses on tax-sensitive, low-cost investment strategies, with a low-turnover, individualized asset allocation approach and uses fixed retainer fee arrangements rather than percentage-of-AUM fees.

Keanon Swan is a financial advisor at Tennext LLC with one year of industry experience. He holds a Series 65 credential and has professional experience at Cygne Advisors and Kansas City University. Outside of his advisory role, Swan serves as Director of Analytics at the Samuel U. Rodgers Health Center, a nonprofit community health center where he focuses on data analysis and risk reporting. Tennext LLC provides discretionary portfolio management and develops individualized Investment Policy Statements for clients including individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm employs an evidence-based, multi-disciplinary investment approach incorporating quantitative models, fundamental and technical analysis, and behavioral finance, catering to clients with varying risk tolerances through tailored portfolio strategies.

Diron Insley is a financial advisor at White Oak Wealth LLC in Arlington, VA, holding a Series 66 designation with 13 years of industry experience. He is the managing member of Wealthnova Nexus LLC and also works as an independent insurance agent, brokering life insurance products. White Oak Wealth LLC serves individuals and business entities by providing written financial planning and retirement plan services, including education, benchmarking, and ERISA-related support. The firm does not directly manage client assets but recommends and monitors third-party investment advisers, focusing on individualized asset-allocation planning and conducting semi-annual client reviews.