Brent Carroll is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. His career includes two separate tenures at T. Rowe Price totaling 11 years, along with experience at Advised Assets Groups, LLC and GWFS Equities, Inc. Outside of his advisory role, he is the owner of a salon and spa business managed by his spouse. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The service emphasizes goals-based planning, asset location, tax-aware rebalancing, and uses Monte Carlo simulations for retirement income projections, serving individual investors and households generally with investable assets of $250,000 or more.

Daniel Rastegar Panah is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. He previously worked at The Vanguard Group, Inc. and Charles Schwab. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations for financial planning and income projections.

Caitlain Frushour is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 credentials and has been with T. Rowe Price since 2016. In addition to her advisory role, she has been involved with Barnett Engineering & Signaling Laboratories LLC since 2010. 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 T. Rowe Price mutual funds and ETFs, combining goals-based planning with an interactive online tool and telephone advisor support.

Jacob Bennett is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes prior roles at Gwfs Equities, Inc., the Colorado Springs Police Department, and Target Corp. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement, combining nondiscretionary goals-based financial planning with discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The program incorporates asset-location strategies, tax-aware rebalancing, and Monte Carlo-based retirement income projections delivered via an interactive online tool.

Austin Mc Cown 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 six years of industry experience, including roles at Balch Consulting LLC and a brief period outside the industry. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a point-in-time financial planning approach supported by an interactive online tool and personalized advisor access.

Jennifer Suess is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at T. Rowe Price Investment Services, Inc. since 2007. Suess holds Series 63 and Series 66 licenses and is based in Colorado Springs, CO. She is part of T. Rowe Price Advisory Services, Inc., which provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs a goals-based approach using proprietary model portfolios primarily invested in T. Rowe Price mutual funds and ETFs.

Angelo Jaques is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 licenses and having two years of industry experience. His work history includes roles at T. Rowe Price, US Bank, Northwestern Mutual, and Colorado State University Pueblo. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using model portfolios invested exclusively in proprietary mutual funds and ETFs along with tax-aware strategies and Monte Carlo-based planning tools.

Kimberly Cavaliere is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise for 13 years before joining Osaic and its affiliated firms in 2024. Outside of her advisory role, she manages operations and client services for Life Well Lived Financial Group in Colorado Springs. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models and utilizes multiple custodians and third-party platforms.

Kevin Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, all with T. Rowe Price Investment Services, Inc. based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm utilizes model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations as part of its planning process.

Brendon Buff 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 been with T. Rowe Price since 2019. His prior work includes roles in landscaping, healthcare, fitness, and real estate. 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 access to advisors, emphasizing proprietary funds and tax-aware strategies.

Brandon Bervig is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes roles at Bethesda Associates and employment at World Golf at Sand Creek Golf Course. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides goals-based financial planning and discretionary investment management focused on retirement for individual investors and households. The firm uses proprietary mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Matthew Ellwanger is a financial advisor at T. Rowe Price Advisory Services, Inc. and holds the Series 66 designation. He has held various roles since 2018, including positions at financial advisory firms and in other industries. His experience includes work with firms such as Financial Plans and Strategies Inc., Valeo Financial Advisors LLC, and 15 Wealth / GradePoint Financial. 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 in proprietary mutual funds and ETFs and employs tax-aware strategies along with Monte Carlo simulation-based planning tools.

Bret Polopolus Meredith is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes a position at T. Rowe Price since 2022 and prior employment at Kansas State University. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals through a combination of goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs.

Jason Bobrowitz is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and its affiliated firm since 2000. Outside of his advisory role, he is a partner in a business that owns gun parts and a co-founder of a nonprofit ministry. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Patrick Neukom is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes 12 years at Wells Fargo Clearing and recent roles at Tang Wealth Management and Raymond James Financial Services. Neukom also operates an independent advisory business, Neukom Wealth Management, providing retirement planning and investment services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored financial planning and investment consulting using advanced analytical tools. The firm supports wrap-fee advisory programs and institutional consulting, with unique municipal advisor affiliations and specialized services such as SIMPLE IRA Employer Advisory programs.

Elle Tonkins is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Nexstar from 2017 to 2024 and Media General from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Scott Hauser is a financial advisor at Ameriprise in Colorado Springs, CO, holding the ChFC® and Series 63 designations with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, Hauser is involved in consulting through Lampo LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm serves clients through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Francis Wynne is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Wynne serves on the investment committees for the Monument Hill Kiwanis Foundation and Rockie Mountain Youth Leadership, contributing to educational and fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients through various advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branches, offering services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Daniel is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent 20 years at Ivanti Inc. He is also involved with Academy Wealth Management Group in an investment-related capacity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Katelyn Coutee is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Ent Credit Union, CUSO Financial Services, USAA Investment Management Company, and T. Rowe Price. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.