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Scott H

CFP®, Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Scott Honea is a CFP® professional with 17 years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He previously worked with T. Rowe Price Investment Services, Inc. for 18 years. Outside of his advisory role, he is involved with Hometown Respite, supporting social abilities and skills for qualified individuals in his community. T. Rowe Price Advisory Services, Inc. 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 tax-aware strategies and uses online tools alongside telephone advisor support.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Jose D

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Jose Diaz is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with T. Rowe Price since 2018 and previously worked at Beachfront Realty from 2015 to 2018. Based in Colorado Springs, CO, Diaz focuses on retirement planning and investment management within the firm's framework. T. Rowe Price Advisory Services offers a retirement advisory program for individual investors and households that integrates nondiscretionary goals-based planning, retirement income strategies, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and interactive online tools to deliver financial plans and ongoing account management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Mahendrakumar G

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Mahendrakumar Gavade is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining T. Rowe Price in 2018, he worked for Xerox (Conduent Business Services) for eight years. T. Rowe Price Advisory Services 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 a goals-based approach 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
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Eli M

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Eli Mc Danel is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO, holding a Series 66 designation. He joined T. Rowe Price in 2026 and has worked in various roles across multiple industries prior to entering financial services. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households with model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Chad W

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Chad Watkins is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Primerica and the El Paso County Retirement Plan, as well as positions outside finance such as at Bean Bandit Mexican Restaurant. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily through the T. Rowe Price Retirement Advisory Service. The firm serves individual investors and households with portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing goals-based planning, tax-aware strategies, and an interactive online planning platform.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Emily G

Series 66, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Emily Gehrung is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at Independent Records & Video and Colorado Springs Flea Market. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, using proprietary mutual funds and ETFs with a goals-based approach supported by online planning tools and telephone access to advisors.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Matthew M

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Matthew McMenamin is a financial advisor at T. Rowe Price Advisory Services, Inc. with 18 years of industry experience. He has been with T. Rowe Price since 2015 and holds the Series 63 and Series 66 designations. McMenamin is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers 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, typically requiring a minimum of $250,000 in investable assets, and utilizes model portfolios alongside an interactive online planning tool.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Jerome S

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Jerome Schuler is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining T. Rowe Price in 2019, he worked at Rusty Taco from 2016 to 2018. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service for individual investors and households focused on retirement, combining nondiscretionary financial planning with discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes goals-based planning supported by an online tool and delivers point-in-time financial plans with annual reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Daniel E

Series 66

Colorado Springs, CO

Focus Partners Wealth, LLC

Daniel Evans is a financial advisor at Focus Partners Wealth, LLC in Colorado Springs, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Ameriprise, and First Financial Bank. Outside his advisory work, he has experience with Pine Cove Camps and Double Dave's. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Brian A

Series 66, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Brian Atakpo is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Aston Carter and Evicore Health Care. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary planning with discretionary account management and employs tax-aware strategies and Monte Carlo simulations in its financial planning process.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Charles J

CFP®, Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Charles Johnson is a CFP® with over 21 years of experience in the financial services industry. He currently serves as a financial advisor at T. Rowe Price Advisory Services, Inc., where he has worked since 2026, following a 22-year tenure at T. Rowe Price Investment Services, Inc. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service for 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 employs a model-based, tax-aware investment approach and provides ongoing financial plans and reviews through an interactive online platform.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Jeffrey J

Series 63, Series 65

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Jeffrey Jergensen is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at T. Rowe Price since 2016 and previously held a position at J.A. Kasten Accounting. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals, combining goals-based financial planning, retirement income planning, and discretionary investment management. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulation-based financial planning delivered through an interactive online tool.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Thomas V

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Thomas Van Dean is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. He has prior experience with The Herald Group and serves as a 1st Lieutenant quartermaster officer in the United States Army Reserve. T. Rowe Price Advisory Services, Inc. offers retirement-focused advisory services combining goals-based financial planning, retirement income planning, and discretionary investment management using model portfolios exclusively invested in T. Rowe Price mutual funds and ETFs. The firm primarily serves individual investors and households with a focus on retirement goals and employs tax-aware rebalancing and tactical allocations within a proprietary fund lineup.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Joseph P

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Joseph Pollitt III is a financial advisor with T. Rowe Price Advisory Services, Inc. and holds a Series 66 designation. He has seven years of industry experience, including four years at USAA before joining T. Rowe Price in 2019. Outside of his advisory role, he works as a delivery driver for DoorDash. 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 goals-based approach and discretionary account management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Alan S

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Alan Swan is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. He has been with T. Rowe Price since 2012 and holds a Series 66 designation. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a focus on retirement goals, employing model portfolios and online planning tools supported by telephone access to advisors.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Timothy P

Series 66, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Timothy Puckett is a financial advisor at T. Rowe Price Advisory Services, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Camping World, T. Rowe Price, and Fis. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households focused on retirement. The firm uses proprietary T. Rowe Price mutual funds and ETFs with a model allocation approach and offers online tools alongside advisor support.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Benjamin P

CFP®, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Benjamin Prensner is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at T. Rowe Price Investment Services, Inc. since 2011. Based in Colorado Springs, CO, he is associated with T. Rowe Price Advisory Services, Inc. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement planning. The firm combines nondiscretionary financial planning with discretionary investment management using model portfolios invested exclusively in proprietary mutual funds and ETFs.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Johnathan G

Series 66, Series 63

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Johnathan Gutierrez 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 joining T. Rowe Price in an advisory role, he worked with the firm from 2019 to 2026 and has experience outside of finance with All American Auctions and Pikes Peak Community College. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with planning and account management supported by an interactive online tool.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Darrell R

CFP®, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Darrell Reagan is a CFP® professional with 18 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2013. He holds the Series 66 designation and is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm invests exclusively in proprietary mutual funds and ETFs, using model allocations and tax-aware strategies, and delivers financial plans supported by Monte Carlo simulations and annual reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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David F

CFP®, Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

David Flutts is a CFP® professional with 10 years of experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. since 2016. He holds Series 63 and Series 66 licenses and is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining 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 approximately $250,000 or more in investable assets, employing a goals-based approach supported by an online planning tool and annual plan reviews.

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