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® certified financial advisor with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Strasbaugh Financial Advisory. Malone holds Series 63 and Series 65 licenses and is based in Colorado Springs, CO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing comprehensive 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. based in Colorado Springs, Colorado. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining T. Rowe Price, Evan worked in several customer service and hospitality roles, including positions at Marco's Pizza, The Cattitude Cafe, Vern Eide Motorcars, and Blarney Stone Pub. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining 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 roughly $250,000 or more in investable assets, employing tax-aware rebalancing and model portfolios tailored to clients’ retirement goals.

Eric Dickson is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. His prior roles include positions at Dynamic Solutions, Canyon Construction, WestPac Wealth Partners, and First Hawaiian Bank. He holds Series 63 and Series 66 licenses and is based in Colorado Springs, CO. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm implements model portfolios using proprietary T. Rowe Price mutual funds and ETFs, emphasizing tax-aware strategies and retirement income planning through a combination of online tools and advisor support.

Angelito Caballero is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He has previously worked in education and the food service industry, including roles at The Colorado College and Domino’s Pizza. T. Rowe Price Advisory Services offers the Retirement Advisory Service, providing retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested in proprietary mutual funds and ETFs, supported by an online planning tool and advisor access.

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 and holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price, she worked in various roles including consulting on operational efficiency and contract compliance. Outside of her advisory work, she is also an author of a fiction novel. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with tax-aware strategies and Monte Carlo simulations for retirement income projections.

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 with Transamerica Financial Advisors in Colorado Springs, CO, holding Series 63, 65, and 66 licenses and six years of industry experience. His background includes roles at companies such as LSPN Pro LLC, Cyberscience Corporation, IBM, World Financial Group, and CA Technologies. Outside of his advisory work, he serves as a Global Professional Services Director at Cyberscience Corporation, managing consulting and support resources across multiple countries. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with access to proprietary and third-party model portfolios and provides both discretionary and non-discretionary investment management options.

Jenifer Forde is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and five years of industry experience. She has been with T. Rowe Price since 2019, following eight years at Specialized Loan Servicing (Computershare). Based in Colorado Springs, CO, her background spans both financial advisory and loan servicing sectors. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm’s approach includes tax-aware rebalancing and Monte Carlo-based financial planning, with services delivered primarily through telephone and an online platform.

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 and holds Series 63 and Series 65 credentials. He has two years of industry experience, including roles at WealthWave and Transamerica Financial Advisors, and a background spanning over two decades at Waxie Sanitary Supply. Outside of finance, he teaches vocal performance to young people through his ownership of LIGHT Companies LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, with a variety of investment programs and access to third-party money managers.

Ryan Stevenson is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining T. Rowe Price in 2024, he worked at Northwestern Mutual and has a background in various roles including his ongoing employment at Chipotle. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households with at least $250,000 in investable assets. The firm's approach integrates goals-based planning, tax-aware portfolio management utilizing proprietary mutual funds and ETFs, and the use of Monte Carlo simulations for retirement income projections.

Baylee Bohlmann is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. Prior to joining T. Rowe Price, Baylee worked in educational roles at Colorado State University Pueblo and Pikes Peak State College. Outside of finance, Baylee has experience in entrepreneurial ventures, including managing PopSqueak Balloons. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households using proprietary mutual funds and ETFs. The firm employs a goals-based approach with planning supported by an online tool and delivers point-in-time financial plans with annual reviews.

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.