Erick Morr is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has 14 years of industry experience. Erick has been with T. Rowe Price Investment Services since 2010. 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 financial advisor access.

Devin Lorentzen is a financial advisor at T. Rowe Price Advisory Services, Inc. with a Series 66 designation and experience spanning several roles within T. Rowe Price since 2022, along with prior work at Walgreens and Kwik Trip Inc. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides nondiscretionary financial planning and discretionary investment management focused on retirement goals 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 simulation tools for financial planning.

Andrew Thomas is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His work history includes roles at OppenheimerFunds, Invesco Distributors, Transamerica Capital, and other financial firms. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program that combines goals-based financial planning and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households focused on retirement, providing tailored financial plans and annual reviews supported by an interactive online tool.

Gregory Sloan is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served in the Army National Guard for ten years before retiring from the Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jason Bandel is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2008. Outside of his advisory role, Bandel assists with a small print-on-demand apparel business and coaches a U15 girls’ soccer team. T. Rowe Price Advisory Services offers retirement planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in proprietary mutual funds and ETFs. The firm combines financial planning with ongoing portfolio management and employs tax-aware rebalancing and Monte Carlo simulation tools to support retirement income planning.

James Hodnett 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 worked at T. Rowe Price since 2020. Outside of his advisory role, he volunteers as a social worker and care provider for developmentally delayed children through Mindset Acquired through Abilities (MATA). T. Rowe Price Advisory Services offers retirement-focused financial planning and investment management to individual investors and households. The firm combines goals-based planning, retirement income strategies, and discretionary portfolio management using proprietary mutual funds and ETFs.

Edward Collins is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 22 years of industry experience. He is also the owner and operator of Collins Wealth Management, Inc., where he has been involved since 2018. Collins has prior experience with firms including Geneos Wealth Management and RNR Securities. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving notable clients including large institutional investors and sovereign wealth funds.

Wei Hui is a financial advisor at SPC with seven years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2025. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Gavin Johnson is a financial advisor with First Command Advisory Services in Colorado Springs, CO. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he worked at Mobile Automotive Group and Watercress Car Wash. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers.

Steven Brown is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining T. Rowe Price, he worked at Urban Egg and Panera Bread. Outside of his advisory role, he is an artist and owns Steven Brown Art, where he sells his artwork. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining 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, employing tax-aware rebalancing and Monte Carlo simulations for financial plans.

Kyle Waugh is a financial advisor with SPC based in Colorado Springs, CO, holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. He has worked at Parkland Securities, Sigma Planning Corporation, and Financial Directions since 2004. Outside of his advisory role, he operates a YouTube channel focused on spiritual topics and DIY projects through his company JKLOL LLC. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, maintaining affiliations with broker-dealers and insurance agencies.

Mark Franklin is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 credentials and has six years of experience at T. Rowe Price, following prior roles at Verizon Wireless and Pinnacle Group. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with plans implemented through model allocations and supported by an interactive online planning tool.

Michael Cordrey is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at First Command Advisory Services and First Command Financial Services, INC, where he spent roughly two decades. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households with retirement goals, combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations through an interactive online tool for client planning.

Kameron Queen is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. Prior to joining T. Rowe Price in 2022, Kameron worked at Allegion for five years and the U.S. Postal Service for one year. Outside of financial advising, Kameron has held roles in customer service and operations, including positions as a cashier and trash collector. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested in proprietary mutual funds and ETFs. The firm emphasizes goals-based planning, tax-aware rebalancing, and offers telephone access to advisors supported by an online planning platform.

Devin Kicklighter is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. His prior work includes roles at Performance Dynamics and Sitel (Foundever). 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.

Billy Maxwell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has 12 years of industry experience. Maxwell has been with T. Rowe Price since 2013, based in Colorado Springs, CO. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a minimum asset requirement and emphasizes model allocations and tax-aware strategies.

Joel Klopfenstein is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has experience working in the investment industry since 2019, including seven years at GK Investment Management. Prior to his investment career, he spent two years at Bethel School of Supernatural Ministry. T. Rowe Price Advisory Services offers a retirement advisory service focused on individual investors and households, combining financial planning, retirement income planning, and discretionary investment management with access to financial advisors and online tools. The firm manages portfolios using proprietary T. Rowe Price mutual funds and ETFs and employs asset-location and tax-aware strategies.

Xia Xiannee Elizalde is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 credentials and bringing seven years of industry experience. Her previous roles include positions at Charles Schwab & Co., J.P. Morgan Securities LLC, New York Life Insurance Co., and Fidelity. Outside of finance, she has worked at French Truck Coffee and Harmony Extracts. 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 proprietary mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Charlene Thompson is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado, holding Series 63 and Series 66 licenses and has 12 years of experience with T. Rowe Price since 2014. T. Rowe Price Advisory Services offers a retirement-focused advisory program to individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs a model-based approach with tax-aware rebalancing and delivers financial plans through an interactive online tool.

Jonathan Keener is a financial advisor at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T. Rowe Price since 2015. 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 employs tax-aware strategies and delivers financial plans through an interactive online tool, serving clients with approximately $250,000 or more in investable assets.