Gavyn Mayer is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 66 and Series 63 designations and has one year of industry experience. His prior work includes roles at Northwestern Mutual and several educational institutions. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses proprietary mutual funds and ETFs within model portfolios and provides clients access to tools and advisors for retirement income planning and ongoing account management.

Paul Sypert is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds a Series 66 designation and has four years of industry experience, including roles at T. Rowe Price Inc and HSPPR. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary goals-based planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The service caters primarily to individual investors and households and features portfolio management driven by model allocations and tax-aware strategies.

Benjamin Taylor III is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2019. Prior to this, he was employed at CSAA Insurance Group and Blue Cross and Blue Shield of LA. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households with a minimum of $250,000 in investable assets. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, incorporating tax-aware strategies and Monte Carlo-based retirement income projections through an online platform.

Sherri Wignall is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 registrations and possessing 14 years of industry experience. Her career includes work in estate planning services through LSPN Pro, LLC, and she is involved with several businesses related to estate planning, business formation, and tax preparation. Additionally, she works as an independent contractor for a grocery delivery service. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Ekaterina Scott is a CFP® professional with six years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. She previously worked at United Services Automobile Association and The Broadmoor Hotel. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing proprietary mutual funds and ETFs combined with model allocations and an online planning tool.

Christopher Belcher is a CFP® professional with 18 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Colorado Springs, where he has worked since 2007. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management with ongoing advisor support and online tools. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for financial planning.

Jason Jorgenson is a financial advisor with GWN Securities Inc. in Colorado Springs, CO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Ameritas Investment Corp and Capital Choice Financial Services. Jorgenson serves as a School Board Director for District 11 in Colorado Springs and acts as a referral agent for an estate planning service. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of discretionary portfolio management and model-based allocations, with a notable emphasis on market-timing and momentum-based trading strategies in certain legacy programs.

Joshua Griffin is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Parkland Securities and Triad Advisors. He is also involved with Ascent Financial Group, where he serves as a financial advisor and sells life and long-term care insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers investment management, financial planning, retirement consulting, third-party manager oversight, and related services through multiple program models and utilizes a combination of proprietary and third-party platforms for portfolio management.

Eric Stevens is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals, families, and business owners to develop personalized strategies that encompass building, preserving, and transferring wealth. Eric utilizes a holistic approach that integrates all aspects of his clients' financial well-being, including investment goals, banking, estate planning, and debt management, supported by the resources of the Merrill team. With expertise in areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization, Eric focuses on understanding the unique needs of his clients and providing clear, actionable guidance. He emphasizes simplifying complex financial concepts and maintaining consistent communication to build lasting relationships founded on trust and integrity. Eric holds a Bachelor's Degree from San Diego State University and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys activities such as boxing, hiking, music, running, skiing, surfing, swimming, traveling, and spending time with his family.

Joseph Carrara is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing two years of industry experience. His previous roles include positions at Charles Schwab and NewAge Beverage Inc. in addition to experience in education and retail. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations for financial planning.

Andrea Ordahl is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years at the firm and four years of industry experience. She has prior experience with the League of United Latin American Citizens and Pikes Peak Community College. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model allocations and tax-aware strategies, serving individual investors and households primarily through an online planning tool and advisor support.

Albert Shirkey is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Edgin Insurance & Financial, and USAA Financial Advisors. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, implementing portfolios exclusively with selected T. Rowe Price mutual funds and ETFs using a model allocation approach and tax-aware strategies.

John Ramirez is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 17 years with T. Rowe Price Investment Services, Inc. In addition to his advisory role, he operates a small online sales business on Etsy. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm serves individual investors and households with approximately $250,000 or more in investable assets, using model portfolios and an interactive online planning tool.

Nolan Powers is a financial advisor at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at T. Rowe Price since 2016, with prior roles at Advised Assets Group, LLC and GWFS Equities, Inc. Nolan is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm employs a goals-based approach using proprietary mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo simulation-based retirement income projections.

Alyssum Malone is a CFP® with 10 years of industry experience based in Colorado Springs, CO. She is currently with The Colony Group, LLC, where she has worked since 2024. Prior to that, she was with Buckingham Strategic Wealth, LLC for eight years and Strasbaugh Financial Advisory, Inc. for four years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Ronda Blake is a CFP®-certified financial advisor with seven years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado. She previously worked at Wells Fargo Bank NA for six years before joining T. Rowe Price in 2019. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households with a focus on retirement goals. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies and tax-aware rebalancing, with account management executed on a discretionary basis after client enrollment.

Denise Murray Johansson is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining T. Rowe Price in 2019, she worked at Oppenheimer Funds from 2013 to 2019. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses a goal-based approach with portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.

Evan Tau is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles outside the financial industry at various companies, such as Marco's Pizza and The Cattitude Cafe. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach uses proprietary T. Rowe Price mutual funds and ETFs, combining goals-based planning with ongoing portfolio management and online tools.

Eric Dickson is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Dynamic Solutions, Canyon Construction, WestPac Wealth Partners, and First Hawaiian Bank. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily using T. Rowe Price mutual funds and ETFs. The firm provides financial plans and annual reviews supported by an online planning tool and telephone access to advisors.

Angelito Caballero is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining T. Rowe Price, he worked at The Colorado College and has experience in various other fields including construction and the food service industry. T. Rowe Price Advisory Services offers retirement-focused financial planning and investment management to individual investors and households. The firm uses model allocations invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, combining nondiscretionary goals-based planning with discretionary account management.