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.

John Bell is a CFP®-certified financial advisor with 21 years of industry experience. He is currently the sole advisor at Free State Financial Planning, LLC, having previously worked at Charles Schwab and Ameritrade, Inc. Beyond his advisory work, he serves as a FINRA arbitrator and acts as the financial secretary and council member of St. Paul's Lutheran Church, where he manages donation tracking and budgeting. Free State Financial Planning LLC provides fee-only financial planning services to individuals, high-net-worth clients, and businesses. The firm’s guidance is based on Modern Portfolio Theory, emphasizing passive investments through low-cost ETFs and no-load mutual funds, and focuses on delivering educational resources without discretionary investment management.

Ben Arie is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Sentinel Financial Group and Independent Financial Group since 2022 and previously spent one year at Plotkin Financial Advisors. Ben also has experience selling life and health insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies across various risk profiles.

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

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.

Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.

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.

Oliver Fratzscher is the principal of EM Leaders, LLC, an independent advisory firm based in Bethesda, MD. He holds a Series 65 designation and has 13 years of industry experience. Since founding EM Leaders in 2012, he has focused on providing investment advisory services related to emerging markets. EM Leaders serves institutional investors seeking exposure to emerging markets by selecting and monitoring local investment managers across multiple jurisdictions. The firm offers multi-manager and fund-of-fund supervisory services, emphasizing thorough local due diligence and customized investment policy implementation.

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.

Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.

Ryan Lund is the founder of Lund Capital Management LLC, where he serves as the sole advisor. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm, his background includes roles at the Charlotte Symphony and ASM Global. Lund Capital Management is an independent advisory firm serving both individual and entity clients. The firm focuses on asset allocation using fundamental and technical analysis, employing mutual funds and ETFs, and incorporates artificial intelligence tools as part of its research process without inputting confidential client data.

Bryan Thomas is the sole advisor at Financial Solutions, LLC in Oak Hill, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Financial Solutions since 2018 and concurrently serves as Vice President at Jones Lang LaSalle, Inc., specializing in commercial real estate services. Financial Solutions provides comprehensive financial planning to individuals and families, covering areas such as cash flow, retirement, education funding, estate and tax considerations, and risk management. The firm emphasizes a long-term, passive investment approach with fundamental analysis, offering written financial plans and educational workshops while clients retain full discretion over implementation.

Harold Hodges is a financial advisor with H. Elliot Associates holding a Series 65 designation. He has experience with the Maryland Lottery & Gaming Commission and the U.S. Department of State. H. Elliot Associates offers integrated asset management, financial planning, retirement and federal pension consulting, as well as tax preparation and representation services to individuals, federal employees, small business owners, and high-net-worth families. The firm specializes in federal retirement systems and provides IRS appellate advocacy and tax controversy representation alongside educational seminars on retirement, tax strategy, and estate planning.

Brett Friedman is a CFP® with 17 years of industry experience, currently serving as the sole advisor at D&S Wealth Management Group. He has held roles at Peak Investment Advisors and has been involved with DeLeon and Stang CPA's since 2006, where he serves as Chief Growth & Strategy Officer. He is also the managing member of D&S Insurance Solutions, an insurance agency. D&S Wealth Management Group is a Maryland-registered advisory firm that primarily serves individual clients and their families, as well as entities such as foundations, charities, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing tailored plans and diversified asset allocation using a variety of investment vehicles.

Sunil Pai is a CFA® charterholder and the sole advisor at Proforza Advisors LLC, with 17 years of industry experience. He has led Proforza Advisors since its founding in 2012. Pai is also the managing member of QuantWorks, LLC, a now-dormant entity that previously developed an investment algorithm. Proforza Advisors provides fee-based investment management primarily to institutional clients such as corporate and public pension funds, university and foundation endowments, as well as high net worth individuals. The firm employs a systematic, quantitative Active Risk-Based investing (ARBi) methodology that uses algorithms to construct and actively rebalance portfolios of ETFs and individual stocks with limited human intervention.

Ever since I can remember, I have been fascinated by markets and investing. I can recall an early memory of my late father, fist pumping while watching the stock market channel on a shoddy TV set in the back of our local ice cream shop. I took this fervor for the stock market into a career in financial planning and have never looked back. My name is Brian Abatemarco, CFP®, founder of CedarStream Wealth. For the last 13 years, I have been accumulating the knowledge, skills, and temperament needed to manage your money and provide strategic planning advice for all facets of your life. I've launched my firm with a commitment to helping clients navigate consequential financial decisions. I founded CedarStream because I believe traditional wealth management too often stops at broad advice when clients need specific actionable guidance. Financial information is everywhere. The real value of an advisor is knowing how to apply it to your circumstances: when company stock dominates your wealth, a family medical crisis changes your priorities, or retirement turns decades of saving into decisions about income and taxes. CedarStream is built around three areas where those decisions demand focused attention: -Concentrated stock and equity compensation planning -Medical crisis and Estate Planning -Comprehensive Retirement and Tax strategy My purpose is straightforward: help you understand your options, weigh the trade-offs, and put a clear plan into action. I look forward to understanding more about you and your goals.

Jonathan Cohen is a financial advisor at CHC Financial Solutions, LLC with 17 years of industry experience. He holds a Series 66 designation and a Certified Public Accountant (CPA) credential. Prior to his current role, Cohen has held positions at firms including Avantax and Cetera. Outside of advising, he serves on the Board of Trustees of the Association of Practicing CPAs and participates on the Maryland Association of CPAs Investment Committee. CHC Financial Solutions, LLC provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and business owners. The firm emphasizes discretionary portfolio management and financial planning, focusing on customized asset allocation and the use of mutual funds, ETFs, and third-party managers.