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Ashley C

Series 63, Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Ashley Childs is a financial advisor with T. Rowe Price Advisory Services, Inc. and holds Series 63 and Series 66 licenses. She has five years of industry experience, including five years at J.P. Morgan Securities and J.P. Morgan Chase Bank. T. Rowe Price Advisory Services offers the Retirement Advisory Service for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The program features point-in-time financial plans, annual reviews, and uses model allocations with tax-aware rebalancing and Monte Carlo simulations for retirement income projections.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Mario D

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Mario Duran is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 63 and Series 66 designations and has 10 years of industry experience, including 12 years with T. Rowe Price. Outside of his advisory role, he is involved with a multi-level marketing business focused on vacation memberships and works as a delivery driver for a local retail company. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an emphasis on asset location, tax-aware rebalancing, and Monte Carlo-based financial planning tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Grant B

Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Grant Burchette is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2022. His prior work includes roles at Towson University and Chick-fil-A. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, providing model portfolio allocations and retirement income planning supported by online tools and advisor access.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Domenique G

Series 63, Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Domenique Gibson is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining T. Rowe Price in 2020, she worked at Target and Victoria's Secret. 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 and households, employing model portfolio allocations and tax-aware strategies supported by an online planning tool and access to financial advisors.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Joshua P

CFP®, Series 65, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Joshua Pape is a CFP® professional with 11 years at T. Rowe Price Advisory Services, Inc. and a total of 10 years of industry experience. He is based in Colorado Springs, CO, and holds Series 65 and Series 63 licenses. Outside of his advisory role, he manages Grey Squirrell LLC, a partnership that owns mountain real estate for personal use. T. Rowe Price Advisory Services offers 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, using tax-aware strategies and Monte Carlo simulations to support retirement income planning.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Emily H

CFP®, Series 63, Series 65

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Emily Herstein is a CFP® professional with 28 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. She has held various advisory roles including positions at M&T Securities, SunTrust Investment Services, and Jemma Investment Advisors. Herstein has been with T. Rowe Price since 2019. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. Their approach combines goals-based planning, retirement income strategies, and model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, utilizing tax-aware rebalancing and asset-location techniques.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Mitchell S

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Mitchell Schwager is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Advised Assets Group, LLC, and T. Rowe Price Investment Services, Inc. Outside of his advisory career, Schwager coaches middle and high school sports at Evangel Christian Academy. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model-based portfolio allocations invested in proprietary mutual funds and ETFs, combining goal-based planning with an online interactive tool and ongoing account management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Ahmadou D

Series 63, Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Ahmadou Dambo is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years at the firm and a total of one year of industry experience. He holds the Series 63 and Series 66 credentials. Prior to his current role, he worked at the University of Maryland Medical Center and The Grill At The Harryman House. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with nondiscretionary financial planning and discretionary investment management focused on retirement goals. The firm employs model portfolios invested solely in proprietary T. Rowe Price mutual funds and ETFs, incorporating tax-aware strategies and Monte Carlo simulations for retirement income planning.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Patrick C

Series 66, Series 63

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Patrick Callender is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds the Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as involvement with Clean Cuisine and Gourmet Again. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households focused on retirement. The service employs proprietary T. Rowe Price mutual funds and ETFs and uses a model allocation approach with ongoing portfolio management and online planning tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Tyler J

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Tyler Johnson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 10 years of industry experience. Tyler has worked with various divisions of T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households focused on retirement goals. The program uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and provides financial plans and annual reviews supported by an interactive online tool.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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William N

Series 66, Series 63

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

William Newkirk is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., Transamerica, TAG Resources LLC, Randstad, Amazon, and municipal government with the City of Philadelphia. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management primarily for individual investors and households. The firm employs a goals-based approach using proprietary T. Rowe Price funds and combines nondiscretionary planning with discretionary account management supported by online tools and advisor access.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Jeremy R

Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Jeremy Reynolds is a financial advisor at 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, he worked at Morgan Stanley and has a background in music and arts as well as teaching at Towson University and Winters Mill High School. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning and discretionary investment management with access to financial advisors. The firm manages portfolios exclusively in T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations for retirement income planning.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Isabella M

Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Isabella Marrero is a financial advisor at T. Rowe Price Advisory Services, Inc. She holds the Series 66 designation and has been with T. Rowe Price since 2026. Prior to joining the firm, she gained experience in education and retail sectors, including roles at Universitat Autonoma de Barcelona, Playa Bowls, and University of Maryland. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, delivering financial plans and account management with an emphasis on tax-aware strategies and model allocations.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Paul E

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Paul Ehret is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and began his advisory career in 2026. Prior to entering the financial industry, his background includes work in landscaping, hospitality, and education. T. Rowe Price Advisory Services offers a retirement-focused financial planning and investment management program for individual investors and households, utilizing proprietary mutual funds and ETFs with a combination of nondiscretionary planning and discretionary account management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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John B

Series 66, Series 63

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

John Buscemi is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining T. Rowe Price, his work history includes roles at several firms and businesses across various industries. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households. The firm implements portfolio allocations exclusively in T. Rowe Price mutual funds and ETFs, combining nondiscretionary goals-based planning with discretionary account management and online tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Jacob F

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Jacob Fischenich is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Performance Dynamics, ClickFocus, AutoSource, and FirstBank. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households through its Retirement Advisory Service. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining discretionary account management with goals-based planning and online tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Angela R

Series 66, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Angela Rojas is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado. She holds Series 66 and Series 63 licenses and has three years of industry experience, including roles at Aston Carter, Watts Upfitting, Altman Plants, and Sodexo. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, typically requiring about $250,000 in investable assets. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and features regular financial plans and retirement income projections delivered through an interactive online tool.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Chad B

CFP®, Series 63, Series 65

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Chad Berman is a CFP® with 18 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2010. He holds Series 63 and Series 65 licenses and is based in Owings Mills, MD. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily 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 tax-aware strategies and Monte Carlo simulations for retirement income projections.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Steven H

Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Steven Homans is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and five years of industry experience. His prior roles include positions at the University of Maryland Global Campus and Ashley Addiction Treatment. T. Rowe Price Advisory Services offers retirement-focused financial planning and investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary planning with discretionary account management and emphasizes tax-aware strategies and Monte Carlo simulations in its retirement income projections.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Peter D

Series 63, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Peter Delibro Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with T. Rowe Price Investment Services in various capacities since 2008. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily to individual investors and households, utilizing proprietary mutual funds and ETFs. The firm provides goal-based planning supported by technology and employs tax-aware portfolio management within a structured retirement advisory program.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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