Anthony Gama is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He has been with T. Rowe Price since 2015 and holds Series 63 and Series 66 licenses. Based in Colorado Springs, CO, his professional background is focused on retirement advisory services within a large enterprise firm. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support its retirement income planning.

Jennifer Malmstrom is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Charles Schwab, Wells & Associates, Mortgage Solutions of Colorado, Raymond James Financial Services, and Sullivan & Associates. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, including a Private Wealth program for clients with over $20 million in net worth.

Quentin Vannelli is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 17 years with T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The firm combines nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs.

Anthony Designor is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the owner of The Forge, LLC, a rock climbing gym in Woodland Park, CO. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios primarily using mutual funds, ETFs, equities, and fixed income.

Katelyn Kessinger is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. She holds a Series 66 designation and has held various roles at T. Rowe Price since 2021. Prior to her advisory career, she worked at Scheels All Sports and the Illinois State Board of Education. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, combining online tools with telephone access to advisors to support retirement goals.

Ryan Harris is a CFP® professional with 13 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2024. His prior experience includes roles at Bank of America and Merrill, spanning over a decade, and involvement with RADZ Enterprise LLC, a family holding company encompassing businesses in eCommerce, executive leadership coaching, and wellness. In addition to his advisory work, he is a partner in entities providing tax planning and administrative services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and provides a range of portfolio management solutions and consulting services through various investment strategies and third-party platforms.

Barbara Bielucki is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63, 65, and 66 credentials and 14 years of industry experience. She has worked at T. Rowe Price since 2017 and is also involved with Color Street LLC, where she engages in sales of nail polish wraps. Additionally, she serves on the boards of two Colorado Springs beverage companies, Blackhat Inc. and Monte Cervino Beverage LLC. T. Rowe Price Advisory Services, Inc. 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 combines telephone access to advisors with an online planning tool and employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations to support retirement income planning.

Sebastien Theodore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and possessing four years of industry experience. His career includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company, along with prior positions at Connect Your Care and Stanley Reid & Company / The Darkstar Group. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, utilizing proprietary software and model portfolios provided through a partnership with Morningstar Investment Management.

Brent Carroll is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at T. Rowe Price across two periods, totaling over a decade, and has also been employed at Advised Assets Groups, LLC and GWFS Equities, Inc. Outside of his advisory role, he is the owner of a salon and spa business in Colorado Springs, managed by his spouse. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. Their approach utilizes model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, combining goal-based planning with ongoing account management and online planning tools.

Daniel Rastegar Panah is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. He previously worked at The Vanguard Group, Inc. and Charles Schwab. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations for financial planning and income projections.

Michael Johnson is a financial advisor at T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2017. Prior to this, he was employed at The Hertz Corporation. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program for individual investors and households focused on retirement goals, combining financial planning, retirement income planning, and discretionary investment management primarily in T. Rowe Price mutual funds and ETFs. The service includes personalized financial plans, annual reviews, and employs tax-aware rebalancing and tactical allocations.

Caitlain Frushour is a financial advisor at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has worked at T. Rowe Price since 2016 and is also associated with Barnett Engineering & Signaling Laboratories LLC since 2010. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, utilizing model allocations and tax-aware strategies to manage portfolios with a retirement-oriented approach.

Jacob Bennett is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes prior roles at Gwfs Equities, Inc., the Colorado Springs Police Department, and Target Corp. He is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement, combining nondiscretionary goals-based financial planning with discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The program incorporates asset-location strategies, tax-aware rebalancing, and Monte Carlo-based retirement income projections delivered via an interactive online tool.

Austin Mc Cown is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has six years of industry experience, including roles at Balch Consulting LLC and a brief period outside the industry. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines 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 a point-in-time financial planning approach supported by an interactive online tool and personalized advisor access.

Jennifer Suess is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at T. Rowe Price Investment Services, Inc. since 2007. Suess holds Series 63 and Series 66 licenses and is based in Colorado Springs, CO. She is part of T. Rowe Price Advisory Services, Inc., which provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs a goals-based approach using proprietary model portfolios primarily invested in T. Rowe Price mutual funds and ETFs.

Angelo Jaques is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at US Bank, Northwestern Mutual, and Colorado State University Pueblo. T. Rowe Price Advisory Services offers 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 emphasizes model portfolio allocations, tax-aware strategies, and interactive financial planning tools.

Kimberly Cavaliere is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise for 13 years before joining Osaic and its affiliated firms in 2024. Outside of her advisory role, she manages operations and client services for Life Well Lived Financial Group in Colorado Springs. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models and utilizes multiple custodians and third-party platforms.

Kevin Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, all with T. Rowe Price Investment Services, Inc. based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm utilizes model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations as part of its planning process.

Brendon Buff is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2019. His prior work includes roles in landscaping, healthcare, fitness, and real estate. 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. The firm combines goals-based planning with an online tool and telephone access to advisors, emphasizing proprietary funds and tax-aware strategies.

Amanda Navaraj is a CFP® certificant and Series 65 licensee with three years of industry experience. She is currently an advisor at Hightower Advisors and previously worked at Amvara Financial LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Outside of financial services, she has been involved with Muse Comics + Games since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s advisory approach incorporates multi-manager solutions, proprietary research, and flexible portfolio construction across various asset types.