James Maher Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Rec Room and SCO Wealth Management. Outside of his advisory role, he works as a bartender at Towson Tavern/Rec Room in Towson, MD. T. Rowe Price Advisory Services offers 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 technology-driven planning tools with access to financial advisors and employs tax-aware strategies and Monte Carlo simulations for retirement income projections.

Helga Moon is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services offers a retirement-focused program for individual investors and households that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily using proprietary mutual funds and ETFs with a model allocation approach.

Dave Pugh is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with T. Rowe Price Investment Services, Inc. since 2009. Outside of his advisory role, he officiates basketball games with the Colorado Springs Basketball Officials Association. 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 advisor access, offering a moderately scaled, proprietary service distinct from larger advisory firms.

Dylan Lockard 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 work includes positions at Comprehensive Health Services and Tall Timbers, as well as time at Florida State University. T. Rowe Price Advisory Services offers a retirement-focused advisory service that combines non-discretionary financial planning with discretionary investment management, primarily serving individual investors and households with investable assets around $250,000 or more. The firm invests exclusively in proprietary T. Rowe Price mutual funds and ETFs and uses a structured, model-based approach to portfolio management.

Clayton Eaton is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience, all with T. Rowe Price since 2013. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo-based retirement income projections.

David Steinberg is a financial advisor at T. Rowe Price Advisory Services, Inc. with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at T. Rowe Price in two separate periods totaling four years, with prior roles at Advised Assets Group, LLC and The AYCO Company, L.P./Mercer Allied. T. Rowe Price Advisory Services, Inc. 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 T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulation-based planning tools.

Tiffany Crosley is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Her previous roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Merrill, and New York Life Insurance Company. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The firm combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Brian Malone is a financial advisor at T. Rowe Price Advisory Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Private Bank, JPMorgan Chase Bank, Edward Jones, and Ridgeworth Capital Management. Malone is based in Baltimore, MD. 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 allocations invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning, tax-aware rebalancing, and Monte Carlo simulation tools.

Hector Pagan is a financial advisor at T. Rowe Price Advisory Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 certifications. His work history includes over two decades at T. Rowe Price Investment Services, Inc., with additional experience at Raymond James and Kestra Financial. 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 primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to support retirement income projections for clients with approximately $250,000 or more in investable assets.

Thomas Bracken is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price, he worked at Winters Run Golf Club and Auburn University. T. Rowe Price Advisory Services 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 employs model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online tools and access to financial advisors.

Andre Brown is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining T. Rowe Price, he worked at Bank of America and Merrill. Brown's background also includes academic experience at George Mason University and roles outside finance. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management for individual investors and households. Their approach combines goals-based planning, tax-aware portfolio management using proprietary mutual funds and ETFs, and annual financial reviews delivered through both advisor support and online tools.

Kenneth Krell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 14 years of industry experience. He previously worked at Principal Securities Inc and Principal Life Insurance Company, each for six years, and spent four years at American Funds. 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, employing model portfolios and tax-aware strategies delivered through both advisor support and an online planning tool.

David Applestein is a financial advisor at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining T. Rowe Price, he worked at Principal Securities Inc and Principal Life Insurance Co, and spent 15 years with Wells Fargo. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, incorporating tax-aware rebalancing and Monte Carlo simulations for retirement income projections.

David Wintterle is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at T. Rowe Price since 2019, following positions at Royal Crest and Restoration Church. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining goals-based financial planning, retirement income strategies, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households through an online platform supplemented by financial advisor support.

Zalen Griffin is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. Prior to joining T. Rowe Price, Griffin worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, Griffin has experience running a drafting business. T. Rowe Price Advisory Services offers a retirement advisory service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs.

Dante Chestnut is a CFP® professional with eight years of industry experience. He has worked at T. Rowe Price Advisory Services, Inc. since 2017 and previously spent four years at Beltway Companies. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management for individual investors and households, utilizing proprietary mutual funds and ETFs. The firm combines nondiscretionary planning with discretionary portfolio management and emphasizes tax-aware strategies and model allocations tailored to client goals.

Anton Daire is a Series 66-licensed financial advisor with T. Rowe Price Advisory Services, Inc., where he has worked since 2026. His prior experience includes roles at Merritt Point Wealth Advisors, Life Time, and several other organizations. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes model allocations tailored to client households and uses tax-aware strategies alongside an interactive online planning platform.

Amanda Work is a financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. She has worked at T. Rowe Price since 2017 and has prior experience at Costello Street Coffee House and Snow Performance. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, implementing portfolios using selected T. Rowe Price mutual funds and ETFs with an emphasis on tax-aware rebalancing and tactical allocations.

Cornelius Evans is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at T. Rowe Price since 2015, with a one-year break in 2020-2021. Outside of his advisory role, he is active as a Lyft driver. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing proprietary T. Rowe Price mutual funds and ETFs. The firm emphasizes model portfolio allocations, tax-aware rebalancing, and interactive online planning tools.

Timothy Booker is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 9 years of industry experience. He has worked at T. Rowe Price since 2014 and previously was employed at Victoria's Secret from 2014 to 2020. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary 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, supported by an interactive online planning tool and ongoing account management.