Benjamin Campeau is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 license and three years of industry experience. He has worked at T. Rowe Price since 2019, with additional experience at USAA and Ford Credit. Outside of finance, he is a managing partner in Engraved Expressions LLC, a custom knife making and woodworking business, and a silent partner in Humble Coffee LLC, a food service venture. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with online tools and advisor support.

Lisa Naugle is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with T. Rowe Price since 2017, following a brief tenure with the City of Colorado Springs in the same year. Outside of her advisory role, she is involved as a dance instructor and performer at Dance Wonderland and also operates a woodworking and landscaping business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households. Their approach combines goals-based planning, retirement income strategies, and discretionary portfolio management using proprietary mutual funds and ETFs.

Robin Feil is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 65 credentials and has 25 years of industry experience, including more than two decades at T. Rowe Price Investment Services. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs model allocations with tax-aware rebalancing and uses Monte Carlo simulations for financial planning delivered through an interactive online platform.

Dylan Moeder is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Pruco Securities LLC. Outside of his advisory role, he owns two companies: Retro's Hemp, which produces CBD products with 0% THC, and Gionetto LLC, which provides AI and sales implementation services for small businesses. T. Rowe Price Advisory Services offers the Retirement Advisory Service, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households focused on retirement goals. The firm manages portfolios using model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and employs a structured approach that includes tax-aware rebalancing and Monte Carlo simulation-based planning tools.

John Palmen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with the T. Rowe Price Group since 2004, totaling 22 years of service. T. Rowe Price Advisory Services, Inc. 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 using proprietary mutual funds and ETFs. The firm employs model allocations, tax-aware rebalancing, and Monte Carlo simulations in its planning process.

Donald Thornton is a financial advisor at Kestra Advisory with two years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments, UBS, and served in the US Air Force and US Air Force Reserve from 2010 to the present. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and third-party managed solutions, managing approximately $79.8 billion in assets.

Briton Waugh is a financial advisor with SPC in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. He has worked with SPC since 2005 and has been associated with Parkland Securities since 2014. Outside of advising, he is a 10% owner of Carragh Properties, LLC, a commercial property company based in Colorado Springs. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

Hayden Nolder is a CFP® with six years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2019 and held prior roles at Mutual of Omaha Investment Services and Northwestern Mutual. Outside of finance, he has experience working at Pine Creek Golf Club and LawnCo of Lamar. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware strategies and Monte Carlo-based planning tools in its approach.

Mario Duran is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 63 and Series 66 designations and has 10 years of industry experience, including 12 years with T. Rowe Price. Outside of his advisory role, he is involved with a multi-level marketing business focused on vacation memberships and works as a delivery driver for a local retail company. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an emphasis on asset location, tax-aware rebalancing, and Monte Carlo-based financial planning tools.

Joshua Pape is a CFP® professional with 11 years at T. Rowe Price Advisory Services, Inc. and a total of 10 years of industry experience. He is based in Colorado Springs, CO, and holds Series 65 and Series 63 licenses. Outside of his advisory role, he manages Grey Squirrell LLC, a partnership that owns mountain real estate for personal use. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Mitchell Schwager is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Advised Assets Group, LLC, and T. Rowe Price Investment Services, Inc. Outside of his advisory career, Schwager coaches middle and high school sports at Evangel Christian Academy. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model-based portfolio allocations invested in proprietary mutual funds and ETFs, combining goal-based planning with an online interactive tool and ongoing account management.

Tyler Johnson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 10 years of industry experience. Tyler has worked with various divisions of T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households focused on retirement goals. The program uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and provides financial plans and annual reviews supported by an interactive online tool.

James Sandfort is a CFP®, CFA®, and Series 66-registered financial advisor with 24 years of industry experience. He has worked at Rockefeller Financial LLC and Rock & Co LLC since 2019, and previously held roles at Bank of America and Merrill Lynch. In addition to his advisory work, he is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, brokerage services, and alternative investment placements through a Private Advisor model and a consolidated investment platform.

Paul Ehret is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and began his advisory career in 2026. Prior to entering the financial industry, his background includes work in landscaping, hospitality, and education. T. Rowe Price Advisory Services offers a retirement-focused financial planning and investment management program for individual investors and households, utilizing proprietary mutual funds and ETFs with a combination of nondiscretionary planning and discretionary account management.

Jacob Fischenich is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Performance Dynamics, ClickFocus, AutoSource, and FirstBank. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households through its Retirement Advisory Service. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining discretionary account management with goals-based planning and online tools.

Reinhold Wigand is a CFA® charterholder with 28 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2020. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved in community service as a committee member for Pikes Peak United Way and serves on the Accounting & Finance Advisory Board at the University of Colorado. He is also engaged in small-scale agricultural operations and holds leadership roles in several family-related entities and trade associations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients through over 400 independent advisers. The firm offers diverse portfolio management solutions, retirement plan consulting, and access to multiple investment strategies, operating with a fiduciary standard when agreements are in place.

Angela Rojas 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 three years of industry experience, including roles at Aston Carter, Watts Upfitting, Altman Plants, and Sodexo. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, typically requiring about $250,000 in investable assets. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and features regular financial plans and retirement income projections delivered through an interactive online tool.

Douglas Barton is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has previously worked with Triad Hybrid Solutions, Triad Advisors, Parkland Securities, and Spc. Barton is also the founder and owner of Ascent Financial Group, where he provides wealth advisory services and financial planning, and he manages a family trust as a trustee. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Britany Riley is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has been with T. Rowe Price since 2015. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management supported by an online planning tool. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with a focus on tax-aware strategies and Monte Carlo-based retirement projections.

Kent Waugh is a financial advisor with SPC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with SPC since 2005 and Parkland Securities since 2014. In addition to his advisory role, he serves as a trustee for a family trust and operates a financial services practice under the DBA Accenden Wealth LLC. SPC manages assets for a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering mostly discretionary investment strategies with ongoing monitoring and rebalancing.