Ann Dunn is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 licenses and bringing four years of industry experience. She has worked at T. Rowe Price since 2018 and previously at CarMax The Auto Super Store from 2014 to 2018. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which offers nondiscretionary financial planning, retirement income planning, and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for retirement planning.

William Mercer is a financial advisor at Hightower Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS PaineWebber Inc. for 16 years prior to joining Hightower in 2017. Mercer is based in Colorado Springs, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection, multi-manager solutions, and utilizes both affiliated and third-party managers across various investment strategies.

Chandler Crespin is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF. Chandler is based in Colorado Springs, CO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing proprietary research tools while leaving final trading decisions to clients.

Emmanuel Spencer is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining T. Rowe Price, he worked at Fidelity Investments and Northwestern Mutual. Outside of his advisory role, he is the sole proprietor of Viking Vinyl LLC, a marketing material production business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Daniel Mclane Jr. is a CFP® professional with 15 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2010. He holds the Series 66 designation and is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, providing goal-based plans and portfolio management with an emphasis on tax-aware strategies and Monte Carlo-based projections.

Mari Panzenhagen is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at Altavista Wealth Management INC for nine years. Mari is based in Colorado Springs, CO. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Samuel Wigand is a financial advisor with Sanctuary Advisors, LLC, holding the Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill and PwC. Outside of his advisory career, he serves on the National finance committee and investment sub-committee of Ducks Unlimited, and he has leadership roles with the nonprofit Outfitters for Christ. Additionally, he operates several small agricultural and guiding ventures. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, and charitable organizations, providing investment advisory and financial planning through a network of over 400 independent advisers. The firm employs a range of investment approaches and offers portfolio management services with a fiduciary standard under written agreements.

Samantha Fischenich is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining T. Rowe Price, she worked in various roles within Colorado school districts and community recreation centers. T. Rowe Price Advisory Services offers a retirement advisory program for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs.

Robert Mitchell is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with T. Rowe Price since 2006. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management for individual investors and households. The firm uses model portfolios invested in proprietary mutual funds and ETFs, employs tax-aware strategies, and provides clients with online planning tools and annual reviews.

Zachary Waugh is a financial advisor with SPC in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Parkland Securities, Sigma Planning Corporation, and Agora Wealth Management throughout his career. Waugh is a managing member of Agora Wealth Management LLC, which he uses as the name for his financial practice, and he is involved as a sole owner or managing member in several non-investment business ventures. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, including the SIGMA Managed Account and Axis Platform.

Isaac Hinojos Martinez is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Rocket Mortgage, Wells Fargo, Charles Schwab, and Merrill Lynch. He is based in Colorado Springs, CO. 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. The firm employs tax-aware rebalancing and Monte Carlo simulations through an online tool to support retirement income planning.

Tiram Simmons is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has been with T. Rowe Price since 2022. Prior to his current role, he worked with the Army & Air Force Exchange Service and has experience in retail and education sectors. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model portfolios invested exclusively in its proprietary mutual funds and ETFs, utilizing tax-aware strategies and Monte Carlo–based retirement income projections.

Alan Bridges is a financial advisor with First Command Advisory Services in Colorado Springs, CO, holding the CFP® designation and Series 63 and 65 licenses. He has six years of industry experience, including roles at J.W. Cole Advisors and Pennica Financial Group. Outside of his advisory work, he serves as an Assistant Scoutmaster for Scouts BSA Boys Troop 268, a community role he has held for six years. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a platform combining model portfolios and third-party managers.

Mason Grothuesmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. His background includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and Axio Commercial Real Estate. He also serves as a unit field trainer at Bankers Life and Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide security selection and portfolio adjustments.

Hillary Hawkins is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Motivus Wealth Management, FSC Securities Corporation, Wilson and Klenovich Financial, and Freeport McMoran. In addition to her advisory role, she is involved in tax preparation through Wilson Financial Solutions Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform that provides operations, trading, technology, investment management, compliance, and practice-management resources.

Julien De Polo is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. He has been with T. Rowe Price since 2018 and also works as a bartender with C.B. And Potts and El Padrinos Mexicano. Outside of advising, he is involved in those local hospitality businesses and works as a delivery driver. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors, using proprietary mutual funds and ETFs with model allocations tailored to clients’ goals.

Christopher Lundgren is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Health Partners GHI, Elite Underground, PepsiCo, and L'Bistro. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management with telephone access to advisors and an online planning tool. The firm serves individual investors and households, implementing portfolios exclusively with T. Rowe Price mutual funds and ETFs while employing tax-aware strategies and Monte Carlo simulations for retirement projections.

Mark Yorkston is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Yorkston has been with T. Rowe Price since 2010 and concurrently serves at the University of Colorado at Colorado Springs. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Jennifer Chavez is a financial advisor at D.A. Davidson & Co. in Colorado Springs, Colorado, with 10 years of industry experience. She holds a Series 66 designation and has worked at D.A. Davidson since 2018, following three years at Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Salvador Rosas is a financial advisor with Transamerica Retirement Advisors, LLC in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at firms such as T. Rowe Price, USAA Investment Services, Robinhood Markets, and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing proprietary portfolio construction and ongoing oversight from Morningstar Investment Management.