Matthias Faas is a financial advisor at T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 66 designation and has been in the industry since 2023, previously working at Weidner and Switchbacks FC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a minimum asset requirement, utilizing model allocations and tax-aware strategies supported by an interactive online planning tool.

Anne Chambers is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. She holds the Series 66 designation and has been with T. Rowe Price since 2020. Her prior work experience includes roles at Santa Clara University and Art In Action. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households and employs a goals-based approach supported by online tools and telephone access to advisors.

Daniel Little is a Certified Financial Planner® (CFP®) with 13 years of industry experience, currently working at T. Rowe Price Advisory Services, Inc. since 2011. He holds the Series 66 designation and is based in Owings Mills, Maryland. T. Rowe Price Advisory Services offers a retirement-focused advisory service to individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations to support financial planning.

Pedro Rodriguez is a CFP®-certified financial advisor with 13 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. since 2022. Prior to this, he worked for Gwfs Equities, Inc. for seven years. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and delivers financial plans and ongoing reviews through an interactive online platform.

Donald Weinle III is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes multiple roles at T. Rowe Price, as well as positions with State Farm VP Management Corp, Thomas M Benisch, Jr Insurance Agency, and the Department of Defense. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households with retirement goals. The firm manages portfolios at the household level using proprietary mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulation-based financial planning.

Loukas Sotiropoulos is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining T. Rowe Price, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. T. Rowe Price Advisory Services offers the Retirement Advisory Service, combining goals-based financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive planning tools.

Ryan Reese is a CFP® professional with 30 years of experience in the financial industry. He has worked at T. Rowe Price Investment Services, Inc. since 2005, totaling over 21 years with the firm. Reese is based in Colorado Springs, CO, and holds the Series 66 designation. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, combining nondiscretionary goals-based planning with discretionary portfolio management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and an interactive online tool to deliver financial plans and retirement income projections.

Ethan Kozel is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience, including prior roles at Equitable Advisors, LLC. Before entering the financial sector, he worked in the hospitality industry at Kobe Japanese Steak & Seafood House and BJ's Restaurant & Brewhouse. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning and discretionary investment management, serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an investment approach that includes tax-aware rebalancing and Monte Carlo simulation-based retirement income projections.

Sally Bowen is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and 34 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 21 years before joining T. Rowe Price in 2022. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an emphasis on tax-aware strategies and interactive online planning tools.

Jacob Santore is a CFP® professional with 13 years of industry experience, currently serving at T. Rowe Price Investment Services, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Owings Mills, MD. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses a model allocation approach with tax-aware strategies and delivers financial plans with annual reviews supported by an interactive online tool.

Earl Choi is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 registrations and has five years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Merrill Edge, Merrill, and PNC Bank. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The service is tailored to individual investors and households with retirement goals and includes telephone access to advisors supported by an interactive online planning tool.

Micah Orr is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at T. Rowe Price since 2019 and has prior experience at USAA, UPS, Freedom Yurt Cabins, and Rusin Concrete Construction. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with assets typically starting around $250,000, employing model allocations supported by tax-aware strategies and Monte Carlo simulations.

Ever Rascon is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and with 12 years of experience at the firm. He is based in Colorado Springs, Colorado, and has a total of 10 years in the industry. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors with investable assets generally starting around $250,000 and utilizes model allocations, tax-aware rebalancing, and Monte Carlo simulations for planning and portfolio management.

Aaron Maclaren is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining T. Rowe Price in 2022, he held positions at Cintas and several hospitality businesses. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations, tax-aware rebalancing, and an online planning tool.

Sergio Gutierrez Carballido is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Fis and ClearOne Advantage, LLC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The service is designed for individual investors and households with investable assets generally starting at $250,000 and includes ongoing financial plans and annual reviews.

Isaac Lee is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining T. Rowe Price, he worked in positions at Chubby Cattle and &Pizza. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, serving individual investors and households with an emphasis on proprietary mutual funds and ETFs.

Christopher Riolo is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining T. Rowe Price, he worked for five years at Austin Pharmacy and Medical Supplies. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals through a combination of nondiscretionary goals-based planning and discretionary investment management using proprietary mutual funds and ETFs. The firm employs a model allocation strategy with tax-aware rebalancing and delivers financial plans and retirement income projections supported by an interactive online tool.

Joseph Ausmus is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining T. Rowe Price in 2024, he operated Joseph Ausmus Real Estate LLC and worked at Westerra Credit Union. Outside of advising, he is involved in real estate sales and has activities as a musician under Joe Alchemy Music. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management to individual investors and households, primarily using proprietary mutual funds and ETFs. The firm combines goals-based planning, tax-aware portfolio management, and online tools to serve clients with approximately $250,000 or more in investable assets.

Benjamin Lythgoe is a Certified Financial Planner® with 16 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2010. He holds the Series 66 designation and is based in Colorado Springs, Colorado. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary goals-based planning with discretionary account management, supported by an online planning tool and telephone access to advisors.

Juanita Padilla is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. She holds Series 66 and Series 63 licenses and has prior work experience with Discover Health, Amazon Com Services, and RE/MAX Properties, where she continues to work as an associate broker in real estate. In addition to her advisory role, Padilla maintains a part-time position as a delivery driver for Amazon Flex. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining financial planning, retirement income planning, and discretionary investment management with telephone access to advisors and an online planning tool. The firm uses proprietary mutual funds and ETFs, tax-aware rebalancing, and Monte Carlo-based planning projections in its investment approach.