Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

957 advisors near
80909

Out of 400,000+ nationwide

user avatar
firm logo

Mariano T

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Mariano Tomaszewski is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and eight years of industry experience. He joined T. Rowe Price in 2018, following an 11-year tenure at Time Warner Cable. Outside of his advisory role, he operates an eBay commerce business through Rexgrand, LLC. 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 a goals-based approach supported by an online planning tool and offers ongoing account management with annual reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Elizabeth M

Series 66

Colorado Springs, CO

First Command Advisory Services

Elizabeth Mc Kiernan is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2018. Outside of her advisory work, she is an owner and financial investor in a local ice cream shop in Colorado Springs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Edgar E

Series 66, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Edgar Escalera 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 his current role starting in 2022, he worked at Aston Carter and Office Depot. 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 with a goals-based approach supported by online tools and telephone access to advisors.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Matthias F

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Matthias Faas is a financial advisor at T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 66 designation and has been in the industry since 2023, previously working at Weidner and Switchbacks FC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a minimum asset requirement, utilizing model allocations and tax-aware strategies supported by an interactive online planning tool.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Ryan R

CFP®, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Ryan Reese is a CFP® professional with 30 years of experience in the financial industry. He has worked at T. Rowe Price Investment Services, Inc. since 2005, totaling over 21 years with the firm. Reese is based in Colorado Springs, CO, and holds the Series 66 designation. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, combining nondiscretionary goals-based planning with discretionary portfolio management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and an interactive online tool to deliver financial plans and retirement income projections.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Olivia F

CFP®, ChFC®, Series 66

Colorado Springs, CO

First Command Advisory Services

Olivia Forde is a financial advisor with First Command Advisory Services in Colorado Springs, CO. She holds the CFP®, ChFC®, and Series 66 designations and has 11 years of industry experience, all with First Command. Outside of her advisory role, she is involved as an investor in short-term rental properties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Joseph S

CFP®, Series 66

Colorado Springs, CO

Osaic Advisory Services, LLC

Joseph Strike is a CFP® professional with 21 years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at Ameriprise Financial Services, Triad Advisors, and Securities America. Outside of his advisory role, he supports financial budgeting and strategic decision-making at Growth Partnership LLC, serves as a leadership member of Life Well Lived Financial Group, and assists with marketing efforts for a financial book. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse advisory programs and integrates proprietary and third-party platforms to provide investment management, financial planning, and related financial services.

Annuities
user avatar
firm logo

Ever R

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Ever Rascon is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and with 12 years of experience at the firm. He is based in Colorado Springs, Colorado, and has a total of 10 years in the industry. 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 proprietary mutual funds and ETFs. The firm serves individual investors with investable assets generally starting around $250,000 and utilizes model allocations, tax-aware rebalancing, and Monte Carlo simulations for planning and portfolio management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Aaron M

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Aaron Maclaren is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining T. Rowe Price in 2022, he held positions at Cintas and several hospitality businesses. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining 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 portfolio allocations, tax-aware rebalancing, and an online planning tool.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Joseph A

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Joseph Ausmus 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 in 2024, he operated Joseph Ausmus Real Estate LLC and worked at Westerra Credit Union. Outside of advising, he is involved in real estate sales and has activities as a musician under Joe Alchemy Music. T. Rowe Price Advisory Services, Inc. offers 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, tax-aware portfolio management, and online tools to serve clients with approximately $250,000 or more in investable assets.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Benjamin L

CFP®, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Benjamin Lythgoe is a Certified Financial Planner® with 16 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2010. He holds the Series 66 designation and is based in Colorado Springs, Colorado. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary goals-based planning with discretionary account management, supported by an online planning tool and telephone access to advisors.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Juanita P

Series 66, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Juanita Padilla is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. She holds Series 66 and Series 63 licenses and has prior work experience with Discover Health, Amazon Com Services, and RE/MAX Properties, where she continues to work as an associate broker in real estate. In addition to her advisory role, Padilla maintains a part-time position as a delivery driver for Amazon Flex. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining financial planning, retirement income planning, and discretionary investment management with telephone access to advisors and an online planning tool. The firm uses proprietary mutual funds and ETFs, tax-aware rebalancing, and Monte Carlo-based planning projections in its investment approach.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Andrew A

Series 66, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Andrew Adrian is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2016 and previously worked at Fazoli's. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management centered on proprietary mutual funds and ETFs. The firm employs model allocations, tax-aware rebalancing, and Monte Carlo simulations to support its planning and portfolio management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Jill I

CFP®, Series 66

Colorado Springs, CO

Hightower Advisors

Jill Isbell is a CFP® with 18 years of industry experience and currently serves at Hightower Advisors. Her career includes roles at Journey Strategic Wealth, Origin Financial, Creative Financial Services, Inc., and Charles Schwab & Co. She holds the Series 66 designation and is based in Colorado Springs, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach emphasizing manager selection and uses both affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Kevin P

CFP®, Series 66

Colorado Springs, CO

Commonwealth Financial Network

Kevin Patterson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. His prior experience includes roles at Motivus Wealth Management and FSC Securities Corporation. Outside of his advisory work, he has coached hockey and owns a tax preparation business. Commonwealth Financial Network is a registered investment adviser supporting a national network of advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, and compliance support, while its Investment Management and Research team manages discretionary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Benjamin C

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

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.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Lisa N

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

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.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Robin F

Series 63, Series 65

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

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.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Dylan M

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

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.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

John P

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

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.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")