Devante Wall is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has been with T. Rowe Price since 2025. Prior to joining the firm, his work experience includes roles at Top Notch Auto Glass, Comcor INC, Comcast, Luce Research, and Xerox. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach centers on model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using asset-location strategies, tax-aware rebalancing, and a proprietary online planning tool.

Courtney Carlson is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds the Series 66 and Series 63 licenses. Outside of her advisory role, she is an author of fiction novels and provides operational efficiency and contract compliance consulting as an independent contractor. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm manages portfolios using proprietary mutual funds and ETFs with a goals-based approach supported by an online planning tool and Monte Carlo simulations.

Paul Engelbert is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65, 63, and 66 licenses and has worked in data analytics and business intelligence for Cyberscience Corporation since 2021. He is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Jenifer Forde is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at T. Rowe Price since 2019. Prior to this, she was with Specialized Loan Servicing (Computershare) for eight years. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, primarily using proprietary mutual funds and ETFs. The firm combines goals-based planning with ongoing account management and employs tax-aware strategies within its model portfolios.

Molly Tjaden is a CFP® with 14 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2011. She holds Series 63 and Series 66 licenses and is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers the Retirement Advisory Service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm applies tax-aware strategies and model allocations to manage client portfolios and provides financial plans with annual reviews through an interactive online platform.

Timothy Filichia is a financial advisor with Transamerica Financial Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Transamerica Financial Advisors, he worked at WealthWave and Wfgia, and has a background spanning over two decades at Waxie Sanitary Supply. Outside of his advisory role, he teaches vocal performance to young people through his own business, LIGHT Companies LLC. Transamerica Financial Advisors serves individual investors, plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs. The firm manages a mix of discretionary and non-discretionary portfolios and operates as both an RIA and registered broker-dealer, supporting a broad range of client needs.

Ryan Stevenson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining T. Rowe Price, he worked at Northwestern Mutual and has concurrent experience at Chipotle. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The program uses model portfolios invested in selected T. Rowe Price mutual funds and ETFs, with an emphasis on tax-aware strategies and Monte Carlo simulation-based financial plans.

Baylee Bohlmann is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Colorado State University Pueblo and Pikes Peak State College. Outside of finance, she was involved with PopSqueak Balloons for three years. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, utilizing model portfolios composed of proprietary T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary goals-based planning with discretionary account management, supported by online tools and telephone access to advisors.

Breton Freebing is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior experience includes roles at Victory Capital Management, Victory Capital Services, USAA Financial Advisors, and Kestra Investment Services. He is based in Colorado Springs, Colorado. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, employing a structured planning process supported by an interactive online tool and periodic reviews.

Richard Sweeney is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining T. Rowe Price, he worked at FedEx Office, Allied Universal, Cleanmasters, and Hilldrup Moving & Storage. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price funds and employs tax-aware strategies, with client plans supported by an interactive online tool and annual reviews.

Susan Rednour is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Her prior experience includes roles at USAA Life Insurance Company and USAA Investment Services Company. T. Rowe Price Advisory Services, Inc. offers the T. Rowe Price 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 rebalancing and Monte Carlo simulations as part of its planning process.

Travis Provost is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo and Loan Depot. T. Rowe Price Advisory Services 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 a structured online planning tool and telephone advisory support, with a focus on retirement income planning.

Jessica Rupp is a financial advisor at T. Rowe Price Advisory Services, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with T. Rowe Price Investment Services, Inc. since 2011. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model allocations and tax-aware strategies delivered through a combination of telephone support and online tools.

Kelsey Bylund is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with T. Rowe Price since 2013. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model allocations and tax-aware strategies tailored to clients’ retirement goals.

Joshua Clem is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at T. Rowe Price Investment Services and USAA, as well as five years at Pick Six Global Logistics. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model portfolios composed exclusively of T. Rowe Price mutual funds and ETFs, combining goals-based planning with an interactive online tool and annual plan reviews.

Janet Wilson is a financial advisor with Commonwealth Financial Network based in Parker, CO. She holds the CFP® designation and Series 63 and 65 licenses, and has 36 years of industry experience. Prior to joining Commonwealth in 2023, she worked for FSC Securities Corporation from 2009 to 2023. Outside of her advisory role, she owns Wilson Financial Solutions, Inc., through which she provides tax preparation services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by offering advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management while providing access to a broad range of securities and insurance products.

Jonathan Apgar is a CFP® professional with nine years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2016. Prior to his advisory role, he was involved with Fellowship Bible Church and the University of Colorado Colorado Springs. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs model allocations with tax-aware strategies and operates with a unique regulatory status as a commodity pool operator.

Matthew Wenzlaff is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the ChFC® designation and has 10 years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households. The firm offers a goals-based approach using proprietary mutual funds and ETFs, combined with online planning tools and discretionary account management.

Randy Kruse is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Edward Jones for four years and has experience in various roles outside finance, including positions at Bon Appetit Management Company and companies in the metal roof and electrical systems industries. Osaic Advisory Services is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

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.