Daniel Mules is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds the Series 65 designation and previously worked at Geier Asset Management for 14 years 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services through affiliated entities, with $72.3 billion in assets under management as of May 31, 2026.

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 licenses and bringing 32 years of industry experience. Her prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of advising, she works as a mystery shopper and teaches yoga. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

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 with 14 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has managed multiple business ventures, including tax preparation and accounting firms as well as several real estate enterprises. Kodish’s career encompasses accounting and tax consulting alongside financial advisory roles. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and employs a range of custodians and third-party managers to implement its investment strategies.

Harrison Green is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining T. Rowe Price, he worked at Simplicity Wealth Management, LLC and has spent several years involved with NEXT Bio-Research Services LLC and Granger Genetics, LLC. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm employs model portfolio allocations and utilizes tax-aware rebalancing and Monte Carlo simulations to support client planning and account management.

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.

Camille Carlino 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. Prior to joining T. Rowe Price, she worked at Alta Vista Strategic Partners and has held various roles at Salisbury University and in local community positions. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management. The firm serves individual investors and households using proprietary mutual funds and ETFs, emphasizing model portfolios, tax-aware rebalancing, and Monte Carlo-based retirement income projections.

Leah Powell is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining T. Rowe Price, she held various roles at companies including TEKsystems, Inc. and Balfour Senior Living. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, utilizing proprietary mutual funds and ETFs. The firm combines goals-based planning with online tools and telephone access to advisors, and employs strategies such as tax-aware rebalancing and asset-location logic.

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 CFP® professional at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. Prior to joining T. Rowe Price in 2024, he worked at Bestgate Wealth Advisors, LLC and Private Advisor Group, LLC. He also operates a small tax practice and a financial literacy and coaching business focused on budgeting and debt reduction. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using proprietary model portfolios invested in T. Rowe Price mutual funds and ETFs.

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 with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of experience in the industry. Prior to joining T. Rowe Price, he worked at Lincoln Financial Advisors and has experience in media-related roles including positions at Rivet Campus Media and Maryland Media Inc. T. Rowe Price Advisory Services, Inc. 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, combining goals-based planning with online tools and advisor support.

Duncan Dietrick is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. He previously worked at Northwestern Mutual and has held several self-employed roles alongside prior experience at Rhodes College and the United States Marshals Service. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, focusing on retirement goals for individual investors and households. The firm combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Eric Soto is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, EM Management Consulting, Amazon.com, and Target. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm employs model portfolios composed exclusively of T. Rowe Price mutual funds and ETFs and integrates features such as tax-aware rebalancing and Monte Carlo simulation-based financial planning.

Christopher Kraisser is a financial advisor at T. Rowe Price Advisory Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at T. Rowe Price since 2018, with prior roles at Parker and Lynch, PNC, M&T Securities, Inc., and M&T Bank. Outside of his advisory work, Kraisser operates an online consignment business specializing in video game and tabletop gaming collectibles. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income strategies, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service targets individual investors and households, providing personalized financial plans and portfolio management with an emphasis on tax-aware rebalancing and tactical allocations.