Jason Policastro is a CFP® with nine years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2016 with a two-year period at Cornerstone Advisory from 2021 to 2023. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary mutual funds and ETFs within model-driven portfolios and offers planning supported by an interactive online tool and telephone access to advisors.

Camille Carlino is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining T. Rowe Price, she worked at Alta Vista Strategic Partners and has held various roles in university career services and retail. T. Rowe Price Advisory Services offers a retirement advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households focused on retirement. The firm manages portfolios using proprietary mutual funds and ETFs with tax-aware strategies and employs Monte Carlo simulations for financial planning.

Leah Powell 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 her current role, she worked at TEKsystems, Inc. and held various positions in retail and service industries. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which focuses on retirement planning for individual investors and households. The firm combines nondiscretionary financial planning with discretionary investment management, utilizing proprietary mutual funds and ETFs alongside an interactive online planning tool.

Jonathan Webb is a CFP® professional with seven years of industry experience, currently affiliated with T. Rowe Price Advisory Services, Inc. He previously worked at OSAIC, Lincoln Financial Advisors Corporation, and Charles Schwab & Co., Inc. In addition to his advisory role, Webb serves as a fiduciary and power of attorney for family members’ investment accounts. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, offering model portfolio allocations and employing tax-aware strategies within a technology-supported platform.

Mycha Marshall is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. He has worked at several firms, including Bestgate Wealth Advisors, LLC and FisherRing, LLC. Outside of his advisory role, he operates a small tax practice and a financial literacy and coaching business focused on budgeting and debt reduction. 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 primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a typical minimum investable asset requirement, providing annual plan reviews and portfolio management supported by online tools and telephone access to advisors.

John Gately is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and has 10 years of industry experience. He has been with T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management through a model portfolio approach invested exclusively in T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing electronic enrollment and servicing with a focus on proprietary funds.

Connor Martin is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. He has worked at T. Rowe Price since 2023 and previously held roles at LPL Financial and Smyth Jewelers. Outside of his advisory work, he owns an eBay store called Dew Industry. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing exclusively proprietary mutual funds and ETFs. The firm combines goals-based planning with tax-aware portfolio management and offers ongoing financial plan reviews through its Retirement Advisory Service.

Steven Phillips is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of experience in the industry. Prior to joining T. Rowe Price, he worked at Lincoln Financial Advisors and has experience in media-related roles including positions at Rivet Campus Media and Maryland Media Inc. 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 portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with online tools and advisor support.

Duncan Dietrick is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. He previously worked at Northwestern Mutual and has held several self-employed roles alongside prior experience at Rhodes College and the United States Marshals Service. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, focusing on retirement goals for individual investors and households. The firm combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Christopher Kraisser is a financial advisor at T. Rowe Price Advisory Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at T. Rowe Price since 2018, with prior roles at Parker and Lynch, PNC, M&T Securities, Inc., and M&T Bank. Outside of his advisory work, Kraisser operates an online consignment business specializing in video game and tabletop gaming collectibles. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income strategies, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service targets individual investors and households, providing personalized financial plans and portfolio management with an emphasis on tax-aware rebalancing and tactical allocations.

Bradley Comer is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes various roles outside the financial industry, including positions in the hospitality and fitness sectors, as well as self-employment from 2019 to 2024. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management. The service primarily serves individual investors and households, employing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Martin Allenbaugh Jr. is a CFP® professional with 35 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2009. He holds Series 63 and Series 66 licenses and is based in Owings Mills, MD. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines nondiscretionary financial planning and discretionary investment management for individual investors and households focused on retirement. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and employs asset-location logic and tax-aware rebalancing as part of its investment approach.

Michael Ligons is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank and IBFS. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining 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 program that includes interactive online tools, telephone advisor access, and a model portfolio approach tailored to retirement goals.

Dennis Elliott Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has 27 years of industry experience. Since 2008, he has been with T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management, serving individual investors and households. The firm uses proprietary T. Rowe Price mutual funds and ETFs, applying tax-aware strategies and Monte Carlo simulation-based planning tools.

John Mulligan Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining T. Rowe Price, where he has worked since 2019, he was employed at PayPal Inc. and Graul's Market. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals. The firm combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, using proprietary mutual funds and ETFs along with model allocations tailored to client needs.

Logan Simering is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior experience includes roles at T. Rowe Price and MML Investors Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by proprietary research and third-party platforms.

Ross Snodderly is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has worked at T. Rowe Price since 2020. His prior work includes positions at Cherryvale Liquors, Hunt Valley Golf Club, Saint Mary's College of Maryland, and Patriot Pools. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes model allocations, tax-aware rebalancing, and Monte Carlo simulations to support retirement income planning.

Andrew Baxley is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining T. Rowe Price, he worked at Native Sons Inc and NewDay USA. Outside of his advisory role, he has been involved in the restaurant industry as a bartender at Uno Restaurant since 2014. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management for individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

John Juliano is a CFP® with 29 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2024. He spent 27 years at The Vanguard Group and has been an adjunct professor at Saint Joseph's University since 2007, teaching CFP-approved courses. Outside of finance, he owns a seasonal business selling water ice at carnivals and sporting events. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines goals-based planning, retirement income strategies, and ongoing account management supported by an interactive online platform.

Andrew Schwartz is a financial advisor at 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 2022, he worked at Under Armour and Cohen, Snyder, Eisenberg & Katzenberg P.A., among other roles. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using a goals-based approach with proprietary mutual funds and ETFs. The service includes online planning tools and supports clients through regular reviews and Monte Carlo–based retirement income projections.