Trevor Lane is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. His work history includes roles at T. Rowe Price since 2021, as well as prior positions at Agora Financial and Hoefler Connections, LLC. Outside of finance, he operated a computer repair business from 2018 to 2020. T. Rowe Price Advisory Services offers a retirement-focused advisory program to individual investors and households, combining financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm employs model portfolios with tax-aware strategies and provides ongoing financial plans and annual reviews to enrolled clients.

Danielle Suess is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 designations and having 10 years of industry experience. She has been with T. Rowe Price Investment Services Inc since 2015. Outside of her advisory role, she is the COO of Grand Design Capital CO, a family business in which she holds a 25% ownership interest. T. Rowe Price Advisory Services, Inc. provides 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, applying tax-aware strategies and Monte Carlo simulations to generate financial plans and retirement income projections.

Jared De Jong is a CFP® certified financial advisor with 16 years of industry experience, currently working at T. Rowe Price Advisory Services, Inc. since 2010. He holds a Series 66 designation and is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their portfolios use model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, with an emphasis on tax-aware strategies and online planning tools.

Steven Scheller is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds a Series 66 designation and has 12 years of industry experience, all with T. Rowe Price since 2014. Outside of his advisory role, he is a freelance musician who performs guitar. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs. The firm emphasizes goals-based planning, tax-aware management, and operates with a limited client base primarily through an online platform and telephone access to advisors.

Leah Johns is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. She has been with T. Rowe Price since 2014. Outside of her advisory role, she works as an independent consultant selling beauty products through Mary Kay. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary financial planning with discretionary account management, supported by online tools and telephone access to advisors.

Scott Wasilkoff is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and approximately two years of industry experience. Prior to joining T. Rowe Price, he worked with Northwestern Mutual and First Command Brokerage Services. In addition to his advisory role, he serves as a sergeant and squad leader in the U.S. Army Colorado National Guard. 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 alongside an online planning tool and financial advisor support.

Bridgette Gill is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado. She holds Series 66 and Series 63 licenses and has 12 years of industry experience, including 13 years with T. Rowe Price. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining 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 strategies such as asset-location logic and tax-aware rebalancing.

Adam Kron is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining T. Rowe Price, he worked at Northwestern Mutual across several affiliated entities and has experience with Weidner Apartment Homes. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm manages portfolios exclusively with proprietary mutual funds and ETFs using a goals-based approach supported by an online planning tool and telephone access to advisors.

Chad Hyllested is a CFP® with 17 years of industry experience, currently affiliated with SPC in Colorado Springs, CO. He has worked at Parkland Securities LLC since 2014. Hyllested operates a financial services practice under the name Accenden Wealth, LLC. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a service model that includes discretionary management, co-advisor arrangements, and integrated fiduciary and non-fiduciary retirement services.

Cody Cassel is a financial advisor at T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds a Series 66 license and has one year of experience with T. Rowe Price, following five years at PNC Bank. Outside of his advisory role, he also works as a rideshare driver. T. Rowe Price Advisory Services offers a retirement-focused program combining financial planning, retirement income strategies, and discretionary investment management primarily for individual investors and households with significant investable assets. The firm utilizes proprietary mutual funds and ETFs with a model allocation approach, integrating tax-aware rebalancing and tactical adjustments.

Bridgette Mathias is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with T. Rowe Price since 2010. 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 primarily using proprietary mutual funds and ETFs. The firm employs portfolio strategies that include asset-location logic, tax-aware rebalancing, and Monte Carlo simulations for financial planning.

Christopher Marcum is a financial advisor at T. Rowe Price Advisory Services, Inc. with 14 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior experience includes roles at Prudential Insurance Company of America and LPL Enterprise. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines nondiscretionary financial planning and discretionary investment management focused on retirement goals. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulation-based planning tools.

Bradley Smith is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has been with T. Rowe Price since 2026. Prior to his current role, he worked at the Colorado Department of Human Services and held positions at several firms including Oracle and USAA. He served five years in the United States Army. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm utilizes model portfolios invested in T. Rowe Price mutual funds and ETFs, emphasizing tax-aware strategies and employs Monte Carlo simulations for retirement income planning.

Christina Medina is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 credentials and is based in Colorado Springs, CO. Outside of her advisory role, she operates a photography business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online tools and telephone access to advisors.

Christopher Murphy is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Motivus Wealth Management. His prior experience includes roles at FSC Securities Corporation, Invesco, and Oppenheimerfunds. Outside of advising, he is involved in tax preparation services. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm offers discretionary model portfolios and customizable investment solutions, combining technology, compliance, and practice-management support for its affiliated advisors.

Shital Zalen is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. She holds a Series 66 designation and has 16 years of industry experience. She has been with T. Rowe Price Investment Services Inc. since 2008. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The program combines nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management, utilizing model portfolios invested exclusively in selected T. Rowe Price mutual funds and ETFs.

Jose Rojas Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and has seven years of industry experience. His entire career has been with T. Rowe Price, serving in various roles since 2016 in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm invests client portfolios exclusively in T. Rowe Price mutual funds and ETFs, using model allocations and tax-aware strategies, with services delivered through an interactive online platform and ongoing financial advisor support.

George Mejia Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience. He has held roles at T. Rowe Price since 2019 and previously worked at Scottrade, Inc. from 2004 to 2018. His credentials include Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which serves individual investors and households focused on retirement planning through a combination of nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model portfolio allocations, tax-aware strategies, and an interactive online planning tool to support its clients.

Scott Honea is a CFP® professional with 17 years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He previously worked with T. Rowe Price Investment Services, Inc. for 18 years. Outside of his advisory role, he is involved with Hometown Respite, supporting social abilities and skills for qualified individuals in his community. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning with discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes tax-aware strategies and uses online tools alongside telephone advisor support.

Jose Diaz is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with T. Rowe Price since 2018 and previously worked at Beachfront Realty from 2015 to 2018. Based in Colorado Springs, CO, Diaz focuses on retirement planning and investment management within the firm's framework. T. Rowe Price Advisory Services offers a retirement advisory program for individual investors and households that integrates nondiscretionary goals-based planning, retirement income strategies, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and interactive online tools to deliver financial plans and ongoing account management.