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Michael C

Series 65

Falls Church, VA

Churchill Research Inc.

Michael Churchill is a Series 65-licensed advisor with 19 years of industry experience. He has been with Churchill Research Inc., an independent firm he has operated since 2002. Churchill Research Inc. is a single-advisor independent firm based in Falls Church, VA.

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Mark K

Series 63, Series 65

Arlington, VA

401K and More

Mark Katzenberger is the sole advisor at 401K and More, an independent firm based in Arlington, VA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to his current role, Katzenberger worked at Accenture Federal Services as a Senior Manager and Data Management Lead. He is also engaged in IT consulting outside of his advisory work. 401K and More serves clients with retirement planning and investment advisory services, operating as an independent firm focused on personalized financial strategies.

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Frank N

CFP®

White Plains, MD

Nelson Financial Planning Services, LLC

Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.

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Leighton R

Series 63, Series 65

Arlington, VA

Net Worth Advisory Services

Leighton Roper Jr. is a financial advisor at Net Worth Advisory Services in Arlington, VA, with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with his current firm since 1994. Net Worth Advisory Services is an independent firm focused on providing personalized financial guidance.

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Glenn R

CFP®, CFA®, Series 63

Occoquan, VA

BlueList Partners, LLC

Glenn Ryhanych is a CFP®, CFA®, and Series 63 credentialed advisor with 19 years of industry experience. He has worked at BlueList Partners, LLC since 2019 and previously at Spire Investment Partners, LLC from 2015 to 2019. BlueList Partners, LLC is an independent, fee-only investment adviser serving high-net-worth individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. The firm specializes in discretionary asset management with a focus on taxable and tax-exempt municipal bond portfolios and managed asset-allocation strategies.

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Christopher N

Series 65

Arlington, VA

Astra Investment Advisers

Christopher Nie is the owner and sole advisor at Astra Investment Advisers, an independent firm based in Arlington, VA. He holds a Series 65 credential and has three years of experience in the financial advisory industry. Outside of his advisory role, Nie works as a business development manager at Sierra Space Corporation and owns a small real estate rental business. Astra Investment Advisers provides investment advisory services to individuals through flat-fee, hourly engagements focused on portfolio reviews and recommendations. The firm does not manage client assets or maintain custody of funds and emphasizes value-based investing combined with financial planning and quantitative analysis.

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