Julien De Polo is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. He has been with T. Rowe Price since 2018 and also works as a bartender with C.B. And Potts and El Padrinos Mexicano. Outside of advising, he is involved in those local hospitality businesses and works as a delivery driver. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors, using proprietary mutual funds and ETFs with model allocations tailored to clients’ goals.

Christopher Lundgren is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Health Partners GHI, Elite Underground, PepsiCo, and L'Bistro. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management with telephone access to advisors and an online planning tool. The firm serves individual investors and households, implementing portfolios exclusively with T. Rowe Price mutual funds and ETFs while employing tax-aware strategies and Monte Carlo simulations for retirement projections.

Mark Yorkston is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Yorkston has been with T. Rowe Price since 2010 and concurrently serves at the University of Colorado at Colorado Springs. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Lance Cox is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. Lance has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households with portfolios invested exclusively in selected T. Rowe Price mutual funds and ETFs, using a model allocation approach that integrates tax-aware rebalancing and tactical adjustments.

Neal Pepin is a financial advisor at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His career includes roles at Fis and T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, focusing on retirement planning for individual investors and households. The firm combines goals-based financial planning with discretionary investment management, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Eric Knudson is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds a Series 66 designation and has 10 years of industry experience. His career includes multiple tenures at T. Rowe Price and a period at GWFS Equities, Inc. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management mainly using proprietary mutual funds and ETFs. The firm employs model portfolios and tax-aware strategies, delivering financial plans and ongoing reviews through an online platform with telephonic advisor support.

Jacob Brandherm is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at T. Rowe Price since 2017 and previously worked at FirstBank from 2015 to 2017. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily in proprietary mutual funds and ETFs. The firm uses model allocations with tax-aware rebalancing and provides financial plans through an interactive online tool.

Anthony Gama is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He has been with T. Rowe Price since 2015 and holds Series 63 and Series 66 licenses. Based in Colorado Springs, CO, his professional background is focused on retirement advisory services within a large enterprise firm. 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 exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support its retirement income planning.

Quentin Vannelli 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 18 years of industry experience, including 17 years with T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The firm combines nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs.

Anthony Designor is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the owner of The Forge, LLC, a rock climbing gym in Woodland Park, CO. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios primarily using mutual funds, ETFs, equities, and fixed income.

Katelyn Kessinger is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. She holds a Series 66 designation and has held various roles at T. Rowe Price since 2021. Prior to her advisory career, she worked at Scheels All Sports and the Illinois State Board of Education. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, combining online tools with telephone access to advisors to support retirement goals.

Barbara Bielucki is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63, 65, and 66 licenses and 14 years of industry experience. She has been with T. Rowe Price since 2017 and is also involved with Color Street LLC, a business selling nail polish wraps. Bielucki serves on the boards of Blackhat Inc., a distillery, and Monte Cervino Beverage LLC, a beverage manufacturer, both based in Colorado Springs. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households with approximately $250,000 or more in investable assets. Their approach uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, incorporating tax-aware strategies and Monte Carlo-based retirement income projections delivered through an interactive online platform.

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.