Alana Woolison is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior work history includes roles at Ford Motor Credit and Fidelity Investments. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management primarily to individual investors and households. The firm employs a goals-based approach using proprietary mutual funds and ETFs, with account management conducted on a discretionary basis following client enrollment.

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 at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T. Rowe Price and Valic Financial Advisors. In addition to his advisory work, he manages real estate flipping ventures through MRH, LLC and Home Acq 13 LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that builds strategic model portfolios and adaptive investment strategies.

Sherri Wignall is a financial advisor with Transamerica Financial Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also has experience with firms such as World Financial Group. Outside of her advisory role, she provides estate planning services through LSPN Pro, LLC and offers clients access to online estate planning tools via Netlaw. Additionally, she works as an independent contractor for Instacart. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering a range of advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment programs.

Ekaterina Scott is a CFP® professional with seven years of experience in financial services. She has worked at T. Rowe Price Investment Services, Inc. since 2019 and previously held positions at United Services Automobile Association and The Broadmoor Hotel. She is based in Colorado Springs, CO, and holds a Series 66 license. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households with retirement-focused financial planning and discretionary investment management. The firm uses proprietary mutual funds and ETFs, employs tax-aware strategies, and delivers plans and account management supported by online tools and access to financial advisors.

Christopher Belcher is a CFP® professional with 19 years of experience in the financial industry. He has been with T. Rowe Price Advisory Services, Inc. since 2007, working from Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model allocations and tax-aware strategies within a structured planning and account management framework.

Jason Jorgenson is a financial advisor with GWN Securities Inc. in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Ameritas Investment Corp, Capital Choice Financial Services, and Aspen Mark Wealth Management. Outside of his advisory work, he serves as a school board director for Colorado Springs School District 11 and acts as a referral agent for estate planning services. GWN Securities provides investment advisory and related services to individual and corporate clients using a variety of managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers, incorporating market-timing and momentum-based strategies alongside model portfolios grounded in Modern Portfolio Theory.

Sonja Reed is a financial advisor with Bankers Life Advisory Services, Inc. in Colorado Springs, CO. She holds a Series 66 designation and has 13 years of industry experience, including 11 years at Advisors Asset Management, Inc. before joining her current firm in 2026. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

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 at Hightower Advisors with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hightower Advisors and Hightower Securities since 2017, following a four-year tenure at UBS Financial Services. York serves on the Board of Directors for Cheyenne Village, an organization focused on helping people with disabilities lead fulfilling lives. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, offering a range of portfolio management and financial planning services.

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.

Joshua Bacon is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining T. Rowe Price in 2024, he worked at Fis and Hy-Vee Corporation. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management, primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households with at least $250,000 in investable assets, offering financial plans and annual reviews supported by an online planning tool and telephone access to advisors.

Joseph Carrara is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. His prior roles include positions at Charles Schwab and NewAge Beverage Inc. He is based in Colorado Springs, CO, and holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. serves individual investors and households focused on retirement planning through a combination of nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm employs a model portfolio approach using proprietary mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo simulation-based financial plans.

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.