James Williamson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at The Marshall Financial Group LLC and T. Rowe Price. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals by combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs.

Joseph Walsh is a CFP® with 11 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines 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, with tax-aware rebalancing and Monte Carlo–based financial planning tools.

Daniel Chukwu is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining T. Rowe Price, he worked at TEKsystems and has experience in education at Morgan State University and Parkdale High School. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing model portfolios and electronic client engagement.

Andrew Adrian is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2016 and previously worked at Fazoli's. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management centered on proprietary mutual funds and ETFs. The firm employs model allocations, tax-aware rebalancing, and Monte Carlo simulations to support its planning and portfolio management.

Kristopher Kell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with T. Rowe Price entities since 2007, including his current role at T. Rowe Price Advisory Services starting in 2026. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs tax-aware strategies and an online planning tool with Monte Carlo simulations to support client goals.

Daniel Middelton is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. He has worked with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households primarily through a digital platform with financial advisor support, employing model allocations and tax-aware portfolio management.

Bradley Schramek is a financial advisor with T. Rowe Price Advisory Services, Inc. in Owings Mills, MD, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, State Employees Credit Union of Maryland, and TD Ameritrade. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning with discretionary investment management, primarily serving individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an interactive online planning tool and ongoing account management.

Benjamin Campeau is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 license and three years of industry experience. He has worked at T. Rowe Price since 2019, with additional experience at USAA and Ford Credit. Outside of finance, he is a managing partner in Engraved Expressions LLC, a custom knife making and woodworking business, and a silent partner in Humble Coffee LLC, a food service venture. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with online tools and advisor support.

Sheldon Dipnarine is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining T. Rowe Price in 2017, he worked at Ameriprise Financial for one year. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning with discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes tax-aware rebalancing and utilizes an online planning tool alongside advisor support.

Lisa Naugle is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with T. Rowe Price since 2017, following a brief tenure with the City of Colorado Springs in the same year. Outside of her advisory role, she is involved as a dance instructor and performer at Dance Wonderland and also operates a woodworking and landscaping business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households. Their approach combines goals-based planning, retirement income strategies, and discretionary portfolio management using proprietary mutual funds and ETFs.

Robin Feil is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 65 credentials and has 25 years of industry experience, including more than two decades at T. Rowe Price Investment Services. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs model allocations with tax-aware rebalancing and uses Monte Carlo simulations for financial planning delivered through an interactive online platform.

Omari Russell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining T. Rowe Price in 2021, he worked at Wegman's Food Markets and has academic experience from Aberystwyth University and Morgan State University. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management focused on retirement goals. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations through an online planning tool.

Matthew Bille is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Capital One Bank, Merrill, and Stanley Black & Decker. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary goals-based planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model-based portfolios and tax-aware strategies within a structured online and telephone advisory platform.

Nicholas Pagano is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience, including 18 years at T. Rowe Price Investment Services, Inc. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in owning and operating a real estate business in Colorado Springs. 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, implementing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs with a focus on tax-aware strategies and electronic enrollment processes.

Russell Burns is a CFP® with 22 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2023. He previously worked at Opendoor Labs, Inc. and spent over two decades at THE Vanguard Group, Inc. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Andrew Snyder is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with T. Rowe Price since 2016. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, offering 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 uses tax-aware rebalancing and Monte Carlo simulations in its planning process.

Dylan Moeder is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Pruco Securities LLC. Outside of his advisory role, he owns two companies: Retro's Hemp, which produces CBD products with 0% THC, and Gionetto LLC, which provides AI and sales implementation services for small businesses. T. Rowe Price Advisory Services offers the Retirement Advisory Service, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households focused on retirement goals. The firm manages portfolios using model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and employs a structured approach that includes tax-aware rebalancing and Monte Carlo simulation-based planning tools.

John Palmen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with the T. Rowe Price Group since 2004, totaling 22 years of service. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model allocations, tax-aware rebalancing, and Monte Carlo simulations in its planning process.

Hayden Nolder is a CFP® with six years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2019 and held prior roles at Mutual of Omaha Investment Services and Northwestern Mutual. Outside of finance, he has experience working at Pine Creek Golf Club and LawnCo of Lamar. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware strategies and Monte Carlo-based planning tools in its approach.

Robert Welliver is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, combining online planning tools with telephone access to advisors to support retirement income goals.