Christopher Marcum is a financial advisor at T. Rowe Price Advisory Services, Inc. with 14 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior experience includes roles at Prudential Insurance Company of America and LPL Enterprise. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines nondiscretionary financial planning and discretionary investment management focused on retirement goals. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulation-based planning tools.

Sarah Martin is a financial advisor with J. W. Cole Advisors, Inc. in Colorado Springs, CO, holding a Series 65 designation and three years of industry experience. Prior to joining J. W. Cole Advisors in 2022, she worked at Scheels and Starbucks, and she has been the owner of Hot Asana Yoga Studio since 2015. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Bradley Smith is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has been with T. Rowe Price since 2026. Prior to his current role, he worked at the Colorado Department of Human Services and held positions at several firms including Oracle and USAA. He served five years in the United States Army. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm utilizes model portfolios invested in T. Rowe Price mutual funds and ETFs, emphasizing tax-aware strategies and employs Monte Carlo simulations for retirement income planning.

Christina Medina is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 credentials and is based in Colorado Springs, CO. Outside of her advisory role, she operates a photography business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online tools and telephone access to advisors.

Christopher Murphy is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Motivus Wealth Management. His prior experience includes roles at FSC Securities Corporation, Invesco, and Oppenheimerfunds. Outside of advising, he is involved in tax preparation services. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm offers discretionary model portfolios and customizable investment solutions, combining technology, compliance, and practice-management support for its affiliated advisors.

Shital Zalen is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. She holds a Series 66 designation and has 16 years of industry experience. She has been with T. Rowe Price Investment Services Inc. since 2008. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The program combines nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management, utilizing model portfolios invested exclusively in selected T. Rowe Price mutual funds and ETFs.

Marion Baker is a financial advisor at Hightower Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HighTower Securities, LLC and UBS Financial Services Inc. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing and managing rental properties. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers along with proprietary research and portfolio construction techniques.

Timothy Ter Eick is a financial advisor with PNC Wealth Management in Highlands Ranch, CO, holding Series 63, 65, and 66 licenses. He has 24 years of industry experience, including roles at BBVA Wealth Solutions, BBVA Securities, and Associates Financial Group. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and delegates portfolio execution to third-party managers using mutual funds and ETFs.

Jose Rojas Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and has seven years of industry experience. His entire career has been with T. Rowe Price, serving in various roles since 2016 in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm invests client portfolios exclusively in T. Rowe Price mutual funds and ETFs, using model allocations and tax-aware strategies, with services delivered through an interactive online platform and ongoing financial advisor support.

John Eden is a financial advisor at D.A. Davidson & Co. in Colorado Springs, Colorado, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at D.A. Davidson & Co. since 2018, following seven years at Merrill. Eden serves on the Board of Directors for the Ronald McDonald House Charities of Southern Colorado and the Honorary Deputy Sheriff's Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers fiduciary-standard advisory services with a range of investment and planning solutions, including retirement plan advisory and a private wealth program for high-net-worth clients.

Sandra D'Angelo is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Merrill for 11 years before joining her current firm in 2018. Outside of her advisory role, she serves as Secretary and President of Women Partnering, a nonprofit organization based in Colorado Springs, and is involved with Junior Optimist International as a club chair. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

George Mejia Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience. He has held roles at T. Rowe Price since 2019 and previously worked at Scottrade, Inc. from 2004 to 2018. His credentials include Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which serves individual investors and households focused on retirement planning through a combination of nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model portfolio allocations, tax-aware strategies, and an interactive online planning tool to support its clients.

Scott Honea is a CFP® professional with 17 years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He previously worked with T. Rowe Price Investment Services, Inc. for 18 years. Outside of his advisory role, he is involved with Hometown Respite, supporting social abilities and skills for qualified individuals in his community. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning with discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes tax-aware strategies and uses online tools alongside telephone advisor support.

Jose Diaz is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with T. Rowe Price since 2018 and previously worked at Beachfront Realty from 2015 to 2018. Based in Colorado Springs, CO, Diaz focuses on retirement planning and investment management within the firm's framework. T. Rowe Price Advisory Services offers a retirement advisory program for individual investors and households that integrates nondiscretionary goals-based planning, retirement income strategies, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and interactive online tools to deliver financial plans and ongoing account management.

Hayden Jenkins is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has six years of industry experience, including roles at National Financial Services LLC, Fidelity Investments, and the University of Vermont. Jenkins is currently based in Colorado Springs, CO. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Mahendrakumar Gavade is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining T. Rowe Price in 2018, he worked for Xerox (Conduent Business Services) for eight years. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs a goals-based approach supported by an online planning tool and telephone access to advisors.

Eli Mc Danel is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO, holding a Series 66 designation. He joined T. Rowe Price in 2026 and has worked in various roles across multiple industries prior to entering financial services. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households with model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Chad Watkins is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Primerica and the El Paso County Retirement Plan, as well as positions outside finance such as at Bean Bandit Mexican Restaurant. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily through the T. Rowe Price Retirement Advisory Service. The firm serves individual investors and households with portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing goals-based planning, tax-aware strategies, and an interactive online planning platform.

Emily Gehrung is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at Independent Records & Video and Colorado Springs Flea Market. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, using proprietary mutual funds and ETFs with a goals-based approach supported by online planning tools and telephone access to advisors.

Daniel Cowles is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining T. Rowe Price, he held positions at Glg, The Resource Exchange, and SWL Advisors and Foundation, among others. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning and discretionary investment management primarily in proprietary mutual funds and ETFs. The firm provides model portfolio allocations and employs tax-aware strategies, with services delivered through both telephone access and an online planning platform.