Ryan Benson is a financial advisor at Independent Financial Planning in Great Falls, VA, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked in public education and is the founder and CEO of EPE Math Tutoring. He also serves as Managing Director of Independent Financial Education, providing financial education resources and seminars. Independent Financial Planning serves individual investors, including high-net-worth and non-high-net-worth clients, as well as retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management, retirement plan advisory, tax preparation, business consulting, and educational workshops, using a Core + Satellite investment approach that combines passive indexed holdings with active satellite positions.

Daniel Morgan is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Independent Financial Planning, LLC since 2014. He holds a Series 66 license and is based in Great Falls, VA. Morgan also participates on the investment committee of a private real-estate fund. Independent Financial Planning serves individual investors, including high-net-worth and non-HNW clients, as well as retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management, retirement plan advisory, tax preparation, business consulting, and educational workshops, using a Core + Satellite investment approach that incorporates passive indexing with active satellite positions and selective use of derivatives.