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.

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.

Mason Grothuesmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. His background includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and Axio Commercial Real Estate. He also serves as a unit field trainer at Bankers Life and Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide security selection and portfolio adjustments.

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.