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.

Riley Mustoe is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. Prior to joining T. Rowe Price, Riley was involved with Urban Egg Daytime Eatery and served in the US Army. Riley also held a position at the University of Colorado Colorado Springs. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which offers goals-based financial planning, retirement income planning, and discretionary investment management primarily for individuals and households focused on retirement. The firm utilizes proprietary model portfolios invested in T. Rowe Price mutual funds and ETFs and incorporates tax-aware rebalancing and Monte Carlo simulations in its planning process.

Ryan Rineck is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes multiple roles at USAA Federal Savings Bank and Wells Fargo Bank N.A. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households with significant investable assets. The firm uses proprietary mutual funds and ETFs with a tax-aware, model-driven investment approach.

William Van Keulen is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Joshua Moore is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and eight years of industry experience. He has been with T. Rowe Price since 2017, with a brief period away in 2022, and previously owned Bird Dog BBQ LLC for eight years. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management, primarily serving individual investors and households with approximately $250,000 in investable assets. The firm implements portfolios using T. Rowe Price mutual funds and ETFs with tax-aware strategies and provides financial plans supported by Monte Carlo simulations and ongoing reviews.

Edward Wilson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has been with T. Rowe Price since 2012. Outside of his advisory role, he operates an e-commerce business through E & L Enterprises LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households. Their approach uses proprietary mutual funds and ETFs combined with an online planning tool, offering financial plans and annual reviews tailored to clients’ retirement goals.

Jillian Stewart is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds a Series 66 designation and has eight years of industry experience. Prior to her current role, she worked at T. Rowe Price Investments for 14 years and was involved with Precizion 509 for 16 years. Outside of finance, she coaches gymnastics in Colorado Springs. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs. The firm combines goals-based planning with tax-aware portfolio management and offers client access to financial advisors supported by an interactive online planning tool.

Eran Richter is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding a Series 66 credential and two years of industry experience. Prior to joining T. Rowe Price, he worked at Bloom Bar & Co. and Greccio Housing. Outside of his advisory role, Richter serves as Vice President and author at Hemlock & Hammer Foundry LLC, a publishing business producing books from a variety of authors. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, utilizing proprietary mutual funds and ETFs with a goals-based approach supported by an online planning tool and discretionary account management.

Craig Carnick is a CFP® with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC, and has operated his own firms, including Carnick & Kubik, LLC, since 2011. He is based in Colorado Springs, CO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.