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.

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.

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.

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.

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.

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.

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.

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.

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.