Paul Sypert is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds a Series 66 designation and has four years of industry experience, including roles at T. Rowe Price Inc and HSPPR. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary goals-based planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The service caters primarily to individual investors and households and features portfolio management driven by model allocations and tax-aware strategies.

Benjamin Taylor III is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2019. Prior to this, he was employed at CSAA Insurance Group and Blue Cross and Blue Shield of LA. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households with a minimum of $250,000 in investable assets. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, incorporating tax-aware strategies and Monte Carlo-based retirement income projections through an online platform.

David Motley is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 licenses and 11 years of industry experience. His career includes roles at T. Rowe Price and Valic Financial Advisors before joining Lincoln Investment in 2025. In addition to his advisory work, he is the owner and managing member of MRH, LLC and Home Acq 13 LLC, real estate ventures focused on property purchasing and renovation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with an emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolios, using a combination of strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Sherri Wignall is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 registrations and possessing 14 years of industry experience. Her career includes work in estate planning services through LSPN Pro, LLC, and she is involved with several businesses related to estate planning, business formation, and tax preparation. Additionally, she works as an independent contractor for a grocery delivery service. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Ekaterina Scott is a CFP® professional with six years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. She previously worked at United Services Automobile Association and The Broadmoor Hotel. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing proprietary mutual funds and ETFs combined with model allocations and an online planning tool.

Christopher Belcher is a CFP® professional with 18 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Colorado Springs, where he has worked since 2007. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management with ongoing advisor support and online tools. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for financial planning.

Jason Jorgenson is a financial advisor with GWN Securities Inc. in Colorado Springs, CO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Ameritas Investment Corp and Capital Choice Financial Services. Jorgenson serves as a School Board Director for District 11 in Colorado Springs and acts as a referral agent for an estate planning service. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of discretionary portfolio management and model-based allocations, with a notable emphasis on market-timing and momentum-based trading strategies in certain legacy programs.

Kristina Radke is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds a Series 66 designation and has seven years of industry experience. Radke previously worked at Wells Fargo from 2012 to 2018 before joining T. Rowe Price. Outside of her advisory role, she is an author working on publishing a cookbook and participates in caregiving through completion of a parent caregiver program. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial 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 simulation-based retirement income projections.

Joshua Griffin is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Parkland Securities and Triad Advisors. He is also involved with Ascent Financial Group, where he serves as a financial advisor and sells life and long-term care insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers investment management, financial planning, retirement consulting, third-party manager oversight, and related services through multiple program models and utilizes a combination of proprietary and third-party platforms for portfolio management.

Jack T. York is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Hightower Advisors since 2017, previously working at UBS Financial Services. York serves on the board of Cheyenne Village, a nonprofit focused on helping people with disabilities lead fulfilling lives. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Eric Stevens is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals, families, and business owners to develop personalized strategies that encompass building, preserving, and transferring wealth. Eric utilizes a holistic approach that integrates all aspects of his clients' financial well-being, including investment goals, banking, estate planning, and debt management, supported by the resources of the Merrill team. With expertise in areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization, Eric focuses on understanding the unique needs of his clients and providing clear, actionable guidance. He emphasizes simplifying complex financial concepts and maintaining consistent communication to build lasting relationships founded on trust and integrity. Eric holds a Bachelor's Degree from San Diego State University and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys activities such as boxing, hiking, music, running, skiing, surfing, swimming, traveling, and spending time with his family.

Joseph Carrara is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing two years of industry experience. His previous roles include positions at Charles Schwab and NewAge Beverage Inc. in addition to experience in education and retail. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations for financial planning.

Andrew Brown is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at Intrinsic, LLC and the University of Denver. Brown serves on the finance committee board of the Food Bank of Southern Colorado, a nonprofit organization based in Colorado Springs. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with over $20 million in net worth.

Traci Brown is a financial advisor with Eagle Strategies (NY Life) based in Colorado Springs, CO. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, including roles at Nylife Securities LLC since 2013 and New York Life Insurance Company since 2003. Brown also volunteers with the North American Securities Administrators Association, contributing to the development and review of the Series 63, 65, and 66 exam content. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and manages a significant majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Ordahl is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years at the firm and four years of industry experience. She has prior experience with the League of United Latin American Citizens and Pikes Peak Community College. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model allocations and tax-aware strategies, serving individual investors and households primarily through an online planning tool and advisor support.

Albert Shirkey is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Edgin Insurance & Financial, and USAA Financial Advisors. 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 firm serves individual investors and households, implementing portfolios exclusively with selected T. Rowe Price mutual funds and ETFs using a model allocation approach and tax-aware strategies.

John Ramirez is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 17 years with T. Rowe Price Investment Services, Inc. In addition to his advisory role, he operates a small online sales business on Etsy. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm serves individual investors and households with approximately $250,000 or more in investable assets, using model portfolios and an interactive online planning tool.

Samuel Buescher is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 65 credential and has been with the firm since 2026. Prior to joining J.W. Cole, he was involved with MoreJStu LLC, Geoquest LLC, and Wool Carters LLC. Outside of his advisory role, Buescher operates Wood Art Mosaics, where he creates and sells art pieces. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Nolan Powers is a financial advisor at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at T. Rowe Price since 2016, with prior roles at Advised Assets Group, LLC and GWFS Equities, Inc. Nolan is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm employs a goals-based approach using proprietary mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo simulation-based retirement income projections.

Michelle Ford is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Shield of David, Chicos FAS, and Waddell & Reed, Inc. Outside of her advisory role, she owns and operates a self-defense and Krav Maga school in Colorado Springs. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.