Eduardo Gelpi is a financial advisor at T. Rowe Price Advisory Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edelman Financial Engines, LPL Financial LLC, Ameriprise Financial Services, and Wells Fargo Clearing Services. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, utilizing 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, with an emphasis on proprietary funds and electronic client engagement.

Constance Kennedy is a financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at GWFS Equities, Inc. and BB&T. T. Rowe Price Advisory Services offers the Retirement Advisory Service, providing individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management primarily through T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to develop financial plans and manages accounts on a discretionary basis.