Kevin Henry is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. His career includes roles at Edward Jones and American Family Insurance, along with a period of self-employment. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers a retirement advisory service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The program includes comprehensive financial plans with annual reviews and employs tax-aware strategies and Monte Carlo simulations for retirement income projections.

Scott Palmer is a financial advisor with Lincoln Investment based in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He also serves as president of Defined Wealth, Inc., which focuses on client acquisition and servicing, and participates as secretary of the Creekside Office Park HOA board. Palmer has worked at Capital Analysts and has been with Lincoln Investment since 2024. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, model portfolios, and both discretionary and non-discretionary advisory programs, managing approximately $22.9 billion in assets as of late 2025.

Kevin Mayjor is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Comcast for 15 years and has been with T. Rowe Price in various capacities since 2002. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware strategies and Monte Carlo simulations for retirement income projections.

Ann Dunn is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 licenses and bringing four years of industry experience. She has worked at T. Rowe Price since 2018 and previously at CarMax The Auto Super Store from 2014 to 2018. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which offers nondiscretionary financial planning, retirement income planning, and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for retirement planning.

Emmanuel Spencer is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining T. Rowe Price, he worked at Fidelity Investments and Northwestern Mutual. Outside of his advisory role, he is the sole proprietor of Viking Vinyl LLC, a marketing material production business. 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.

Daniel Mclane Jr. is a CFP® professional with 15 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, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, providing goal-based plans and portfolio management with an emphasis on tax-aware strategies and Monte Carlo-based projections.

Samantha Fischenich is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining T. Rowe Price, she worked in various roles within Colorado school districts and community recreation centers. T. Rowe Price Advisory Services offers a retirement advisory program for 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.

Robert Mitchell is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with T. Rowe Price since 2006. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management for individual investors and households. The firm uses model portfolios invested in proprietary mutual funds and ETFs, employs tax-aware strategies, and provides clients with online planning tools and annual reviews.

Isaac Hinojos Martinez is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Rocket Mortgage, Wells Fargo, Charles Schwab, and Merrill Lynch. He is based in Colorado Springs, CO. 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. The firm employs tax-aware rebalancing and Monte Carlo simulations through an online tool to support retirement income planning.

Tiram Simmons is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has been with T. Rowe Price since 2022. Prior to his current role, he worked with the Army & Air Force Exchange Service and has experience in retail and education sectors. 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 its proprietary mutual funds and ETFs, utilizing tax-aware strategies and Monte Carlo–based retirement income projections.

Alan Bridges is a financial advisor with First Command Advisory Services in Colorado Springs, CO, holding the CFP® designation and Series 63 and 65 licenses. He has six years of industry experience, including roles at J.W. Cole Advisors and Pennica Financial Group. Outside of his advisory work, he serves as an Assistant Scoutmaster for Scouts BSA Boys Troop 268, a community role he has held for six years. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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 by a centralized Investment Management Team and Wealth Portfolio Managers using a platform combining model portfolios and third-party managers.

Hillary Hawkins is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Motivus Wealth Management, FSC Securities Corporation, Wilson and Klenovich Financial, and Freeport McMoran. In addition to her advisory role, she is involved in tax preparation through Wilson Financial Solutions Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform that provides operations, trading, technology, investment management, compliance, and practice-management resources.

Julien De Polo is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. He has been with T. Rowe Price since 2018 and also works as a bartender with C.B. And Potts and El Padrinos Mexicano. Outside of advising, he is involved in those local hospitality businesses and works as a delivery driver. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors, using proprietary mutual funds and ETFs with model allocations tailored to clients’ goals.

Christopher Lundgren is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Health Partners GHI, Elite Underground, PepsiCo, and L'Bistro. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management with telephone access to advisors and an online planning tool. The firm serves individual investors and households, implementing portfolios exclusively with T. Rowe Price mutual funds and ETFs while employing tax-aware strategies and Monte Carlo simulations for retirement projections.

Mark Yorkston is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Yorkston has been with T. Rowe Price since 2010 and concurrently serves at the University of Colorado at Colorado Springs. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Lance Cox is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. Lance has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households with portfolios invested exclusively in selected T. Rowe Price mutual funds and ETFs, using a model allocation approach that integrates tax-aware rebalancing and tactical adjustments.

Neal Pepin is a financial advisor at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His career includes roles at Fis and T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, focusing on retirement planning for individual investors and households. The firm combines goals-based financial planning with discretionary investment management, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Eric Knudson is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds a Series 66 designation and has 10 years of industry experience. His career includes multiple tenures at T. Rowe Price and a period at GWFS Equities, Inc. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management mainly using proprietary mutual funds and ETFs. The firm employs model portfolios and tax-aware strategies, delivering financial plans and ongoing reviews through an online platform with telephonic advisor support.

Jacob Brandherm 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 worked at T. Rowe Price since 2017 and previously worked at FirstBank from 2015 to 2017. T. Rowe Price Advisory Services 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 primarily in proprietary mutual funds and ETFs. The firm uses model allocations with tax-aware rebalancing and provides financial plans through an interactive online tool.

Anthony Gama is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He has been with T. Rowe Price since 2015 and holds Series 63 and Series 66 licenses. Based in Colorado Springs, CO, his professional background is focused on retirement advisory services within a large enterprise firm. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support its retirement income planning.