Daniel Eastep is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving individuals and families since 2004. He specializes in providing personalized retirement planning and investment management services for corporate executives, affluent individuals, families, and business owners. His approach emphasizes long-term strategies, personal attention, and consistent client experience, focusing on managing risk and creating opportunities through structured investment programs. Prior to joining Merrill Lynch, Daniel spent seven years as an accountant and auditor. He is an Army veteran and holds a Bachelor of Business Administration degree in Accounting from Radford University. Daniel is a CERTIFIED FINANCIAL PLANNER® certificant through the Certified Financial Planner Board of Standards, Inc., and has completed Georgetown University's Executive Certificate in Financial Planning program. His professional designations also include Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Daniel resides in Dunn Loring, Virginia, with his wife Heather and their two children. Outside of his professional role, he enjoys basketball, biking, camping, golfing, music, reading, spending time with family, tennis, traveling, and watching movies.

Michael Stone is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2025, he worked at Bankers Life and Bankers Life Advisory Services, Inc., and has experience in the insurance and financial services sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering clients multi-asset model portfolios supported by centralized custody and operational infrastructure.

David Holman is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He worked at Edward Jones for 13 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and employs technology tools to support advisors, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Brenda Yombo is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Intuit, Jones and Company Professional Corporation, and Rose Financial Solutions. Brenda is also the CEO and managing member of Infinity Gray Consulting LLC, providing consulting and tax preparation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers both discretionary and non-discretionary investment options supported by custodians such as BNY Mellon Advisors and Pershing.

Jonathan Greaney is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, including his current role at Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he was employed at T. Rowe Price and held positions with the cities of Winchester and Gaithersburg. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market outlook models.

Keith Hoover is a financial advisor with Primerica Advisors in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes roles at CLRA Group LLC and PFS Investments Inc., alongside a decade-long involvement with the Frederick Keys Baseball organization. In addition to his advisory role, he receives compensation for part-time referrals related to home security, automation products, and loan services through affiliated Primerica companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and operates with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Tahsin Faruki is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Wells Fargo Clearing, MassMutual, and PenFed Credit Union. He is also involved with PenFed Wealth Management, supporting LPL’s business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives utilizing a range of discretionary and non-discretionary strategies.

Franklin Hart III is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at City National Bank since 2018 and RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Blair Fetzer is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance, Pruco Securities LLC, and New York Life. He also serves as an insurance broker for Erie Insurance Co. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that utilize firm-approved analysis tools.

Brian Borish is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 licenses and having two years of experience. He has worked at Morgan Stanley since 2018 and previously spent sixteen years at CitiGroup Global Markets and twenty years with The Gap, Inc. Outside of his financial advisory role, he is employed at The Gap, Inc. in customer service. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process and offers a broad range of investment and financial planning strategies.

Ashwin Rajan is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he was involved with Outspoke.io and attended the University of Maryland - College Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Russell Brooking is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam LLC. Outside of his advisory work, he previously held roles in the hospitality industry and worked in education before entering finance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Danny Embrey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Morgan Stanley in 2025, he worked at Bank of America, Merrill, and Suntrust Advisory Services. Embrey serves as a board member of the Poolesville Athletic Association, a community organization in Poolesville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process utilizing firm-approved tools and modeling.

Samara Lewinson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at firms including Avantax Investment Services and LPL Financial. In addition to her advisory role, she provides legal and accounting services as a CPA/legal assistant at Hornstein Law Offices. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Grove Point Advisors, Meyers Hurvitz Abrahams LLC, GEM Financial Services, and H. Beck, Inc. He is based in Rockville, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Gerard Ransing is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations in collaborative, annual planning engagements.

Terrence Taylor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Lincoln Financial Securities and New York Life Insurance Company, among others. Taylor also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Louis Wilson is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Morgan Stanley and has previously held roles at OSAIC, Lincoln Financial Advisors Corporation, Equitable Advisors, AXA Advisors, LLC, and Falcon Square Capital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jean Adewale Tompihe is a financial advisor at Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials. He has experience at several firms including Merrill and Sea Cap Inc., with a background that notably includes roles in health and wellness industries. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad retail and institutional offerings.

Ronald Rickert is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Woodmac, Inc. and other firms. Outside of his advisory role, he is also an insurance agent involved in fixed insurance sales and service. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and planning services with a multi-manager platform that includes affiliated and third-party managers and a range of program structures.