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.

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.