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.

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.

Christopher Nie is the owner and sole advisor at Astra Investment Advisers, holding a Series 65 credential with two years of industry experience. He has a background in aerospace, working as a business development manager at Sierra Space Corporation since 2019, and he also owns a small real estate rental business. Prior to his current roles, he was employed at Lockheed Martin Corporation from 2015 to 2019. Astra Investment Advisers provides investment advisory services through flat-fee, hourly engagements focused on portfolio review and recommendations without managing client assets or accepting discretionary authority. The firm’s approach centers on value-based investing combined with financial planning and quantitative analysis, offering advice tailored to individual client goals and preferences.

Kathleen Finn is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Catoctin Ridge Wealth Partners since 2025 and also operates Kathleen Finn, LLC, providing tax preparation and planning services, as well as offering life insurance and annuity advice through KFINN LLC. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, focusing on diversified, long-term strategies tailored to each client’s financial situation. The firm manages a majority of its approximately $102 million in assets on a discretionary basis and serves a high client load through programmatic solutions and custodial platform services.