Bryant Mayes III is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at GWFS Equities, Inc. and Nationwide Investment Services Corp. Outside of his advisory role, he is also a real estate agent with Coldwell Banker Realty in Baltimore, MD. T. Rowe Price Advisory Services offers 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. The firm emphasizes a goals-based approach with annual reviews and employs tax-aware rebalancing and Monte Carlo simulations to support retirement income planning.

Patrick Wheeler is a Series 66-licensed financial advisor with two years of industry experience. He is currently with T. Rowe Price Advisory Services, Inc. and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he has worked as a bartender at BJ’s Restaurant and Brewhouse. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios using proprietary T. Rowe Price mutual funds and ETFs, with financial plans developed through Monte Carlo simulations and accounts managed on a discretionary basis.

Andrew Heiges is a CFP® professional with 26 years of industry experience. He currently works at T. Rowe Price Advisory Services, Inc., where he has been since 2016. Prior to that, he held roles at TIAA and TIAA-CREF from 2012 to 2016. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an interactive online planning tool and telephone access to advisors.

Joshua Vlna is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining T. Rowe Price, he has held positions at The Tree Farm, the University of Maryland Global Campus, Target, Modell's Sporting Goods, and the University of Mississippi. 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 offers point-in-time plans and annual reviews supported by an interactive online tool and manages accounts with tax-aware strategies and tactical allocations.

Daniel Mules is a financial advisor with MAI Capital Management, LLC, holding a Series 65 designation and 10 years of industry experience. He worked at Geier Asset Management from 2007 to 2021 before joining MAI Capital Management in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 2026 and offers a broad range of portfolio strategies and financial planning services while serving in both product-sponsor and advisory roles.

Patrick Fornadel is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining T. Rowe Price in 2023, he worked at X-Ceed Consulting and UPS, among other roles. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides 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, employing tax-aware strategies and interactive planning tools.

Julia Catuara is a CFP® with 36 years of experience, currently affiliated with Eagle Strategies (NY Life). She has been involved with Eagle Strategies since 2008 and also operates Catuara & Bell, Inc., through which she brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Bobbi Young is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Outside of her advisory role, she participates as a mystery shopper and teaches yoga. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that blends passive and active management overseen by an internal Investment Committee.

Daniel Tambellini is a CFP® with 27 years of industry experience. He has been with T. Rowe Price Advisory Services, Inc. since 2017 and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2003 to 2017. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Eric Kodish is a CFP® professional affiliated with United Planners Financial Services of America, with 14 years of industry experience. He has been involved in multiple business activities including managing entities related to tax preparation and accounting, as well as several real estate and property management ventures. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, and institutional clients. The firm operates with a large network of independent Investment Adviser Representatives and employs mostly non-discretionary account management strategies.

Jason Policastro is a CFP® with nine years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2016 with a two-year period at Cornerstone Advisory from 2021 to 2023. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary mutual funds and ETFs within model-driven portfolios and offers planning supported by an interactive online tool and telephone access to advisors.

Leah Powell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and having two years of industry experience. She has worked in various roles across multiple companies before joining T. Rowe Price in 2024. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, focusing on retirement planning for individual investors and households. The firm combines goals-based financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Jianmin You is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at People Builders Financial, Inc., Kaiser Permanente, and International Medical Group. He also provides health insurance options through several affiliations, including Donahoe & Associates LLC and IMG. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm employs a model portfolio approach combined with third-party managers and digital programs, managing approximately $1.7 billion in assets.

Jonathan Webb is a CFP® professional with seven years of industry experience, currently affiliated with T. Rowe Price Advisory Services, Inc. He previously worked at OSAIC, Lincoln Financial Advisors Corporation, and Charles Schwab & Co., Inc. In addition to his advisory role, Webb serves as a fiduciary and power of attorney for family members’ investment accounts. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, offering model portfolio allocations and employing tax-aware strategies within a technology-supported platform.

Mycha Marshall is a financial advisor with T. Rowe Price Advisory Services, Inc. and holds the CFP® designation along with Series 65 and Series 63 licenses. He has nine years of industry experience and previously worked at Bestgate Wealth Advisors, LLC, Private Advisor Group, LLC, and FisherRing, LLC. In addition to advisory work, he operates a small tax practice and runs a financial literacy and coaching business focused on budgeting and debt reduction. 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 with a goals-based approach supported by an online planning tool and telephone access to advisors.

Leonardo Toledo is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services and Deloitte Tax, LLP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools alongside traditional research in its investment process.

John Gately is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and has 10 years of industry experience. He has been with T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management through a model portfolio approach invested exclusively in T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing electronic enrollment and servicing with a focus on proprietary funds.

Connor Martin is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. He has worked at T. Rowe Price since 2023 and previously held roles at LPL Financial and Smyth Jewelers. Outside of his advisory work, he owns an eBay store called Dew Industry. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing exclusively proprietary mutual funds and ETFs. The firm combines goals-based planning with tax-aware portfolio management and offers ongoing financial plan reviews through its Retirement Advisory Service.

Steven Phillips is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors, Rivet Campus Media, Maryland Media Inc., and the University of Maryland, College Park. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses proprietary mutual funds and ETFs to implement model portfolios and offers online tools alongside advisor support for comprehensive retirement planning.

Eric Soto is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Amazon. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, utilizing model portfolios and an online planning tool, with client accounts managed on a discretionary basis after enrollment.