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.

Alyssum Malone is a CFP® with 10 years of industry experience based in Colorado Springs, CO. She is currently with The Colony Group, LLC, where she has worked since 2024. Prior to that, she was with Buckingham Strategic Wealth, LLC for eight years and Strasbaugh Financial Advisory, Inc. for four years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Ronda Blake is a CFP®-certified financial advisor with seven years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado. She previously worked at Wells Fargo Bank NA for six years before joining T. Rowe Price in 2019. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households with a focus on retirement goals. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies and tax-aware rebalancing, with account management executed on a discretionary basis after client enrollment.

Denise Murray Johansson is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining T. Rowe Price in 2019, she worked at Oppenheimer Funds from 2013 to 2019. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses a goal-based approach with portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.

Evan Tau 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 work history includes roles outside the financial industry at various companies, such as Marco's Pizza and The Cattitude Cafe. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach uses proprietary T. Rowe Price mutual funds and ETFs, combining goals-based planning with ongoing portfolio management and online tools.

Eric Dickson is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Dynamic Solutions, Canyon Construction, WestPac Wealth Partners, and First Hawaiian Bank. 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 using T. Rowe Price mutual funds and ETFs. The firm provides financial plans and annual reviews supported by an online planning tool and telephone access to advisors.

Angelito Caballero is a financial advisor with 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, he worked at The Colorado College and has experience in various other fields including construction and the food service industry. T. Rowe Price Advisory Services offers retirement-focused financial planning and investment management to individual investors and households. The firm uses model allocations invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, combining nondiscretionary goals-based planning with discretionary account management.

Devante Wall is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has been with T. Rowe Price since 2025. Prior to joining the firm, his work experience includes roles at Top Notch Auto Glass, Comcor INC, Comcast, Luce Research, and Xerox. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach centers on model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using asset-location strategies, tax-aware rebalancing, and a proprietary online planning tool.