Bradley Smith is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has been with T. Rowe Price since 2026. Prior to his current role, he worked at the Colorado Department of Human Services and held positions at several firms including Oracle and USAA. He served five years in the United States Army. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm utilizes model portfolios invested in T. Rowe Price mutual funds and ETFs, emphasizing tax-aware strategies and employs Monte Carlo simulations for retirement income planning.

Christina Medina is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 credentials and is based in Colorado Springs, CO. Outside of her advisory role, she operates a photography business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online tools and telephone access to advisors.

Christopher Murphy is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Motivus Wealth Management. His prior experience includes roles at FSC Securities Corporation, Invesco, and Oppenheimerfunds. Outside of advising, he is involved in tax preparation services. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm offers discretionary model portfolios and customizable investment solutions, combining technology, compliance, and practice-management support for its affiliated advisors.

Shital Zalen is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. She holds a Series 66 designation and has 16 years of industry experience. She has been with T. Rowe Price Investment Services Inc. since 2008. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The program combines nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management, utilizing model portfolios invested exclusively in selected T. Rowe Price mutual funds and ETFs.

Timothy Ter Eick is a financial advisor with PNC Wealth Management in Highlands Ranch, CO, holding Series 63, 65, and 66 licenses. He has 24 years of industry experience, including roles at BBVA Wealth Solutions, BBVA Securities, and Associates Financial Group. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and delegates portfolio execution to third-party managers using mutual funds and ETFs.

Jose Rojas Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and has seven years of industry experience. His entire career has been with T. Rowe Price, serving in various roles since 2016 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 for individual investors and households. The firm invests client portfolios exclusively in T. Rowe Price mutual funds and ETFs, using model allocations and tax-aware strategies, with services delivered through an interactive online platform and ongoing financial advisor support.

George Mejia Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience. He has held roles at T. Rowe Price since 2019 and previously worked at Scottrade, Inc. from 2004 to 2018. His credentials include Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which serves individual investors and households focused on retirement planning through a combination of nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model portfolio allocations, tax-aware strategies, and an interactive online planning tool to support its clients.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.