Erin Hogan is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at T. Rowe Price since 2018, following three years at AXA Advisors LLC. Outside of her advisory role, she serves as Treasurer for a family-owned construction business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulation tools to develop and manage retirement income plans.

Joseph Majewski is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has held his current role at T. Rowe Price since 2015 and holds Series 63 and Series 66 designations. 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 proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.

Sophie Chavanon is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with T. Rowe Price since 2017 and previously managed hospitality businesses including Marigold Cafe and Bakery and Chavanon Restaurants LLC. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines goals-based financial planning, retirement income strategies, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a focus on retirement goals through an online planning tool and ongoing financial advisor support.

William Mcdowell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which serves individual investors and households focused on retirement goals. The firm combines nondiscretionary 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.

Aaron Sauro is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with T. Rowe Price since 2011. 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 primarily using proprietary mutual funds and ETFs. The firm emphasizes model portfolios, tax-aware strategies, and uses an interactive online planning tool for financial plans and income projections.

Brooke Navin is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with T. Rowe Price Investment Services, Inc. since 2016. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm utilizes model portfolios, tax-aware rebalancing, and Monte Carlo simulations to deliver point-in-time financial plans and ongoing reviews.

Blake Sprague is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining T. Rowe Price, Blake worked with the YMCA of Pueblo and Colorado State University of Pueblo and has experience in educational settings including Centennial High School. T. Rowe Price Advisory Services provides retirement-focused financial planning and investment management to individual investors and households, utilizing proprietary mutual funds and ETFs with a model allocation approach and comprehensive online tools.

Andres Pineiro is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 designations and four years of industry experience. Before joining T. Rowe Price in 2022, he worked in various roles including positions at Mattress Firm and The Wireless Experience. 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 mutual funds and ETFs. The firm utilizes model portfolios, tax-aware strategies, and Monte Carlo simulations to deliver financial plans and manage accounts on a discretionary basis.

Daniel Storment is a CFP® professional with nine years of industry experience, currently working at T. Rowe Price Advisory Services, Inc. He has held roles at Ally Invest Advisors, Ally Invest Securities LLC, and The Vanguard Group. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households primarily through portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing strategies such as tax-aware rebalancing and Monte Carlo simulations for income projections.

Brandon Twigg is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining T. Rowe Price, he worked in hospitality and club management roles at Kiawah Island Golf Resort, Capital City Club, Southern Valet, Piedmont College, and Omni Grove Park Inn. 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 mutual funds and ETFs. The firm serves individual investors and households with investable assets typically above $250,000, utilizing model portfolios and an interactive online planning tool alongside telephone access to advisors.

Adriano Cruz 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 prior work experience that includes roles at Instacart, Grubhub Inc., and The Bank of Guam. Cruz is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm employs goal-based planning, tax-aware rebalancing, and Monte Carlo simulations within an online advisory platform.

Cayna Worl is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at T. Rowe Price since 2019, as well as prior experience at The Broadmoor Hotel and BNW Financial Group. Outside of financial services, she was involved with Sun Mountain Painting LLC for seven years. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying asset-location strategies and tax-aware rebalancing, with plans generated through Monte Carlo simulations and managed on a discretionary basis.

Michael Fox is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has 23 years of industry experience. Prior to joining T. Rowe Price in 2025, he worked for Hewitt Associates and Hewitt Financial Services LLC from 2011 to 2025. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses model allocations, tax-aware strategies, and an interactive online tool to deliver financial plans and manage accounts on a discretionary basis.

Joseph Turek is a financial advisor at T. Rowe Price Advisory Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill, The Prudential Insurance Company of America, Pruco Securities, and Bank of America. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines nondiscretionary 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 Monte Carlo simulations to support retirement planning.

Angela Lancaster is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2019. Prior to that, she held positions at USAA Financial Planning Services and related affiliates. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies and tax-aware rebalancing, with financial plans produced through interactive Monte Carlo simulations.

Tierra Mc Lain is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 designations and has 10 years of industry experience. Tierra has been with T. Rowe Price since 2013. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The program includes financial plans with Monte Carlo simulations, annual reviews, and is designed for clients with approximately $250,000 or more in investable assets.

Michael Dionne is a CFP® professional with 21 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He has worked at T. Rowe Price since 2004 and concurrently operates New Directions Counseling, a role he has held since 2005. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service focused on individual investors and households with retirement goals, combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs.

Lori Barr is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado. She holds Series 63 and Series 66 licenses and has 24 years of industry experience, including 19 years with T. Rowe Price since 2007. 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. The firm implements portfolios exclusively with selected T. Rowe Price mutual funds and ETFs, using model allocations and tax-aware strategies, and manages accounts on a discretionary basis following client enrollment.

John Szymanski is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, and Equitable Advisors. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management, primarily using proprietary mutual funds and ETFs.

Keun Cheol Lee is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining T. Rowe Price, he worked at First National Bank of PA from 2023 to 2025 and was employed at Pennsylvania State University between 2013 and 2020. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individualized retirement planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a focus on retirement goals through a combination of goals-based planning, online tools, and financial advisor support.