Jennifer Suess is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at T. Rowe Price Investment Services, Inc. since 2007. Suess holds Series 63 and Series 66 licenses and is based in Colorado Springs, CO. She is part of T. Rowe Price Advisory Services, Inc., which provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs a goals-based approach using proprietary model portfolios primarily invested in T. Rowe Price mutual funds and ETFs.

Angelo Jaques is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 licenses and having two years of industry experience. His work history includes roles at T. Rowe Price, US Bank, Northwestern Mutual, and Colorado State University Pueblo. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using model portfolios invested exclusively in proprietary mutual funds and ETFs along with tax-aware strategies and Monte Carlo-based planning tools.

Michael Rouzer is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 designations and has six years of industry experience. His work history includes roles at T. Rowe Price since 2019, as well as positions at UPS and Artful Gourmet Bistro. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs.

Charles Pizzillo is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with T. Rowe Price Advisory Services, Inc., where he has worked since 2023. His prior experience includes roles at Lincoln Financial Advisors Corporation, Park Avenue Securities, Guardian Life Insurance, and Morgan Stanley. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, implementing portfolios using proprietary mutual funds and ETFs with a focus on tax-aware strategies and regularly updated financial plans.

Kevin Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, all with T. Rowe Price Investment Services, Inc. based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm utilizes model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations as part of its planning process.

Jeremy Flagg is a CFP® with 17 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. in Owings Mills, MD. He has been with T. Rowe Price since 2010. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, focusing on retirement goals through a combination of nondiscretionary financial planning and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware portfolio management and delivers financial plans with annual reviews supported by an online planning tool and direct advisor access.

Brendon Buff is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2019. His prior work includes roles in landscaping, healthcare, fitness, and real estate. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines goals-based planning with an online tool and telephone access to advisors, emphasizing proprietary funds and tax-aware strategies.

David Brooks Jr. is a Series 66-licensed advisor with T. Rowe Price Advisory Services, Inc. He has seven years of experience with T. Rowe Price and four years in the financial industry overall. His prior work includes roles at Acre Mortgage, NFM Lending, Bayshore Mortgage Funding, and Dinosaur BBQ. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management, primarily for individual investors and households. The firm uses proprietary mutual funds and ETFs alongside tax-aware strategies and provides financial plans supported by Monte Carlo simulations and ongoing reviews.

Caleb Graber is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 66 and Series 63 designations and has two years of industry experience. Prior to joining T. Rowe Price, Caleb worked at Performance Dynamic and held positions outside the financial industry including roles at Papa Johns and King Sooperes. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily 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 Monte Carlo simulations for financial planning.

Brandon Bervig is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes roles at Bethesda Associates and employment at World Golf at Sand Creek Golf Course. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides goals-based financial planning and discretionary investment management focused on retirement for individual investors and households. The firm uses proprietary mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Anthony Cefolo is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with T. Rowe Price since 2015. Outside of his advisory role, he works as a food delivery driver for Uber Eats and DoorDash. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with features including tax-aware rebalancing and Monte Carlo-based retirement income projections.

Matthew Ellwanger is a financial advisor at T. Rowe Price Advisory Services, Inc. and holds the Series 66 designation. He has held various roles since 2018, including positions at financial advisory firms and in other industries. His experience includes work with firms such as Financial Plans and Strategies Inc., Valeo Financial Advisors LLC, and 15 Wealth / GradePoint Financial. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model portfolios invested in proprietary mutual funds and ETFs and employs tax-aware strategies along with Monte Carlo simulation-based planning tools.

Bret Polopolus Meredith is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes a position at T. Rowe Price since 2022 and prior employment at Kansas State University. 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 goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs.

Benjamin Defelice is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with T. Rowe Price since 2007. Outside of his advisory role, he coaches a competitive youth lacrosse team. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households primarily with proprietary mutual funds and ETFs, using model portfolios and a variety of tax-aware management strategies.

Malick Ndoye is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at PDP Group/Amtrust Financial and Crocs Inc. Outside of his advisory role, he operates a sole proprietorship providing rideshare driving services. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goal-based planning with online tools and ongoing advisor support.