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

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.

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.

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.

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 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.

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.

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 an advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at Bay Financial Planning and Tax Services and Cambridge Investment Research, among others. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management serves individual and high-net-worth clients, offering investment management and financial planning services that include fixed-scope plans, hourly consulting, and subscription-based retirement planning tailored to federal employees. The firm employs third-party investment advisers and model portfolios, combining fundamental and technical analysis with regular portfolio reviews and rebalancing.

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.

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.

Christopher Oland is a financial advisor with Harmony Wealth Advisors, LLC in Edgewater, MD, holding Series 65 and Series 66 licenses and having nine years of industry experience. His prior work includes positions at Morgan Stanley, LPL Financial, and Wells Fargo Clearing. Outside of advising, he is a passive owner of a restaurant in Annapolis and serves as President of Southern Maryland Little League. Harmony Wealth Advisors, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm manages approximately $22 million in client assets and employs a non-discretionary investment approach based on cyclical and fundamental analysis combined 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.