Helga Moon is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services offers a retirement-focused program for individual investors and households that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily using proprietary mutual funds and ETFs with a model allocation approach.

Dave Pugh is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with T. Rowe Price Investment Services, Inc. since 2009. Outside of his advisory role, he officiates basketball games with the Colorado Springs Basketball Officials Association. 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. The firm combines goals-based planning with an online tool and telephone advisor access, offering a moderately scaled, proprietary service distinct from larger advisory firms.

Dylan Lockard is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes positions at Comprehensive Health Services and Tall Timbers, as well as time at Florida State University. T. Rowe Price Advisory Services offers a retirement-focused advisory service that combines non-discretionary financial planning with discretionary investment management, primarily serving individual investors and households with investable assets around $250,000 or more. The firm invests exclusively in proprietary T. Rowe Price mutual funds and ETFs and uses a structured, model-based approach to portfolio management.

David Steinberg is a financial advisor at T. Rowe Price Advisory Services, Inc. with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at T. Rowe Price in two separate periods totaling four years, with prior roles at Advised Assets Group, LLC and The AYCO Company, L.P./Mercer Allied. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulation-based planning tools.

Connor Cavanaugh is a Series 65-licensed financial advisor with Creative Planning in Colorado Springs, Colorado, where he has worked since 2017. He has eight years of industry experience and previously held roles at Texas Christian University. Creative Planning offers wealth management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various actively managed options and private market investments.

Benjamin Renke is a financial advisor with J. W. Cole Advisors, Inc. in Colorado Springs, CO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Peterson Spring. He is also involved as a Family and Volunteer Coordinator with Night Lights in Arvada, CO. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary management strategies using fundamental and technical analysis, model or manager-based approaches, and digital advice tools.

David Wintterle is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at T. Rowe Price since 2019, following positions at Royal Crest and Restoration Church. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining goals-based financial planning, retirement income strategies, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households through an online platform supplemented by financial advisor support.

Zalen Griffin is a financial advisor at T. Rowe Price Advisory Services, Inc. with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he was involved with several businesses including ZG Drafting. T. Rowe Price Advisory Services offers 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 using proprietary mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations through an online tool, delivering point-in-time financial plans and annual reviews primarily for clients with approximately $250,000 or more in investable assets.

Jeffrey Tiona is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Commonwealth since 2015 and owns Tiona Financial Services, LLC. Additionally, he works as a business consultant with a local CPA firm. 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 discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Amanda Work is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds the Series 63 and Series 66 credentials and has eight years of industry experience. Prior to joining T. Rowe Price in 2017, she worked at Snow Performance and briefly operated a coffee house business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model allocations invested in proprietary mutual funds and ETFs, with a focus on tax-aware strategies and retirement income planning.

Cornelius Evans is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at T. Rowe Price since 2015, with a one-year break in 2020-2021. Outside of his advisory role, he is active as a Lyft driver. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing proprietary T. Rowe Price mutual funds and ETFs. The firm emphasizes model portfolio allocations, tax-aware rebalancing, and interactive online planning tools.

Victoria Popov is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation. She has less than one year of industry experience and has previously worked in various roles outside the financial sector. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware strategies and Monte Carlo simulations in its planning process.

Joseph Majewski is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has held his current role at T. Rowe Price since 2015 and holds Series 63 and Series 66 designations. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.

Shauna Mitchell is a financial advisor with First Command Advisory Services in Colorado Springs, CO, holding a Series 66 license and five years of industry experience. Her prior work includes roles at the United States Postal Service, Nevada Army National Guard, and Clark County School District. First Command Advisory Services 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Sophie Chavanon is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with T. Rowe Price since 2017 and previously managed hospitality businesses including Marigold Cafe and Bakery and Chavanon Restaurants LLC. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines goals-based financial planning, retirement income strategies, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a focus on retirement goals through an online planning tool and ongoing financial advisor support.

George Lee III is a financial advisor with Benjamin F. Edwards & Company, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and UBS Financial Services. Outside of finance, he provides pickleball instruction and sells pickleball paddles. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary strategies and third-party models.

Blake Sprague is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining T. Rowe Price, he worked with the YMCA of Pueblo and held educational roles at Colorado State University of Pueblo and Centennial High School. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model allocations invested exclusively in T. Rowe Price mutual funds and ETFs. The firm emphasizes technology-driven planning tools and operates with a unique regulatory registration as a commodity pool operator.

Adriano Cruz is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Instacart, Grubhub Inc., and The Bank of Guam. Cruz is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm employs goal-based planning, tax-aware rebalancing, and Monte Carlo simulations within an online advisory platform.

Cayna Worl is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at T. Rowe Price since 2019, as well as prior experience at The Broadmoor Hotel and BNW Financial Group. Outside of financial services, she was involved with Sun Mountain Painting LLC for seven years. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying asset-location strategies and tax-aware rebalancing, with plans generated through Monte Carlo simulations and managed on a discretionary basis.

Angela Lancaster is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2019. Prior to that, she held positions at USAA Financial Planning Services and related affiliates. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies and tax-aware rebalancing, with financial plans produced through interactive Monte Carlo simulations.