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.

Courtney Carlson is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds the Series 66 and Series 63 licenses. Outside of her advisory role, she is an author of fiction novels and provides operational efficiency and contract compliance consulting as an independent contractor. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm manages portfolios using proprietary mutual funds and ETFs with a goals-based approach supported by an online planning tool and Monte Carlo simulations.

Stella Nash is a financial advisor at J.W. Cole Advisors, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining J.W. Cole Advisors, she worked at T. Rowe Price and has extensive experience from her long tenure at UPS. Outside of her advisory role, she is a Client Service Associate at Westbilt Financial. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, utilizing both discretionary and non-discretionary approaches.

Gregory Burks is a financial advisor with Hightower Advisors in Colorado Springs, Colorado, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked with Hightower Securities since 2017 and previously spent four years at Edward Jones. Outside of his financial career, Burks officiates college football as an NCAA referee. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager investment approach, combining affiliated and third-party managers with proprietary research to deliver customized portfolio management and financial planning solutions.

Paul Engelbert is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65, 63, and 66 licenses and has worked in data analytics and business intelligence for Cyberscience Corporation since 2021. He is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Jenifer Forde is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at T. Rowe Price since 2019. Prior to this, she was with Specialized Loan Servicing (Computershare) for eight years. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, primarily using proprietary mutual funds and ETFs. The firm combines goals-based planning with ongoing account management and employs tax-aware strategies within its model portfolios.

Molly Tjaden is a CFP® with 14 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2011. She holds Series 63 and Series 66 licenses and is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers the Retirement Advisory Service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm applies tax-aware strategies and model allocations to manage client portfolios and provides financial plans with annual reviews through an interactive online platform.

Timothy Filichia is a financial advisor with Transamerica Financial Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Transamerica Financial Advisors, he worked at WealthWave and Wfgia, and has a background spanning over two decades at Waxie Sanitary Supply. Outside of his advisory role, he teaches vocal performance to young people through his own business, LIGHT Companies LLC. Transamerica Financial Advisors serves individual investors, plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs. The firm manages a mix of discretionary and non-discretionary portfolios and operates as both an RIA and registered broker-dealer, supporting a broad range of client needs.

Ryan Stevenson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining T. Rowe Price, he worked at Northwestern Mutual and has concurrent experience at Chipotle. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The program uses model portfolios invested in selected T. Rowe Price mutual funds and ETFs, with an emphasis on tax-aware strategies and Monte Carlo simulation-based financial plans.

Baylee Bohlmann is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Colorado State University Pueblo and Pikes Peak State College. Outside of finance, she was involved with PopSqueak Balloons for three years. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, utilizing model portfolios composed of proprietary T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary goals-based planning with discretionary account management, supported by online tools and telephone access to advisors.

Breton Freebing is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior experience includes roles at Victory Capital Management, Victory Capital Services, USAA Financial Advisors, and Kestra Investment Services. He is based in Colorado Springs, Colorado. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, employing a structured planning process supported by an interactive online tool and periodic reviews.

Adam Wade is a CFP® with 19 years of experience in financial advising, currently serving at J.W. Cole Advisors, Inc. since 2022. He previously worked with NOVA Financial Services and Western Wealth Management and operates Integrated Financial Wellness, LLC, a financial planning and insurance business. Wade also holds a board position as Vice President of Trestle Office Condominiums. 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, fee-based financial planning, access to third-party managers, and various managed account solutions.

Richard Sweeney is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining T. Rowe Price, he worked at FedEx Office, Allied Universal, Cleanmasters, and Hilldrup Moving & Storage. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price funds and employs tax-aware strategies, with client plans supported by an interactive online tool and annual reviews.

Edward Marrone is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66, Series 63, and Series 65 designations and seven years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, American Fidelity Assurance Company, and USAA-related firms. Outside of his advisory work, he is an Airbnb host. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, offering both managed portfolios and non-discretionary recommendations to a large client base.