Sheldon Dipnarine is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining T. Rowe Price in 2017, he worked at Ameriprise Financial for one year. T. Rowe Price Advisory Services 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 rebalancing and utilizes an online planning tool alongside advisor support.

Gordon Smith is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Smith is also involved in insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and programs.

Omari Russell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining T. Rowe Price in 2021, he worked at Wegman's Food Markets and has academic experience at Aberystwyth University and Morgan State University. T. Rowe Price Advisory Services, Inc. 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 proprietary mutual funds and ETFs within model portfolios, employing tax-aware strategies and Monte Carlo simulations to support retirement income projections.

Matthew Bille is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Capital One Bank, Merrill, and Stanley Black & Decker. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary goals-based planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model-based portfolios and tax-aware strategies within a structured online and telephone advisory platform.

Nicholas Pagano is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience, including 18 years at T. Rowe Price Investment Services, Inc. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in owning and operating a real estate business in Colorado Springs. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, implementing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs with a focus on tax-aware strategies and electronic enrollment processes.

Russell Burns is a CFP® with 21 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2023. Prior to this, he worked for Opendoor Labs, Inc. and spent over two decades at The Vanguard Group, Inc. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines goals-based planning with a proprietary online tool and provides services primarily to clients meeting certain investable asset thresholds.

Andrew Goudeaux is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bloomsburg University of Pennsylvania and Bohemia Manor High School. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Jared Ford is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with PlanMember Securities Corporation. He has worked at several firms since 2016, including Paladin Advisor Group and Securities USA. Outside of his advisory role, he is involved with Paladin Advisor Group in securities and insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, alongside offering education and support services such as seminars and personalized retirement planning.

Kathleen Feeney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Andrew Snyder is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with T. Rowe Price since 2016. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, offering goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, and uses tax-aware rebalancing and Monte Carlo simulations in its planning process.

Jordan Vinas is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. He has six years of industry experience and has been affiliated with Bankers Life and its related entities since 2015. His career includes roles at Bankers Life Securities, Inc. and Bankers Life Advisory. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages client portfolios with periodic reviews and rebalancing.

Gennadiy Todd is a CFP® with seven years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at The Colony Group, Verdence Capital Advisors, and Buttonwood Financial Advisors. Outside of his advisory roles, he was involved with Fashion Your Way for five years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, and institutional clients, offering a range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and integrates reporting across managed and held-away assets.

Trey Book is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the food service industry and has held roles related to recreation and sports organizations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm’s program uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing.

Robert Welliver is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services, Inc. 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 planning tools with telephone access to advisors to support retirement income goals.

Grant Burchette is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2022. His prior work includes roles at Towson University and Chick-fil-A. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, providing model portfolio allocations and retirement income planning supported by online tools and advisor access.

Brian Rubin is a financial advisor with Benjamin F. Edwards & Company, Inc. in Timonium, MD. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 13 years at Benjamin F. Edwards. He also serves as a personal representative for the Estate of Keith A. Rubin. Benjamin F. Edwards & Company provides investment advice and related services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies and maintains an in-house trading desk while providing financial planning, consulting, and wrap fee programs.

Domenique Gibson is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining T. Rowe Price in 2020, they worked at Target and Victoria’s Secret. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals 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 and tax-aware strategies, delivering financial plans and account management via an interactive online tool and telephone access to advisors.

Lajoi Thompkins is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Valic, Thompkins has held positions in insurance, real estate sales, and healthcare, including roles at Agia and Century21. Outside of advisory work, Thompkins is licensed as an agent to sell non-securities insurance products and assists clients in the homebuying process. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts and uses technology-driven model solutions to manage assets at scale.

Emily Herstein is a CFP® with 27 years of industry experience and is currently with T. Rowe Price Advisory Services, Inc. She has held roles at T. Rowe Price since 2019, with prior experience at M. S. HOWELLS & Co., Jemma Investment Advisors LLC, and Suntrust Advisory Services. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolio allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations for financial planning.

Ahmadou Dambo is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years at the firm and a total of one year of industry experience. He holds the Series 63 and Series 66 credentials. Prior to his current role, he worked at the University of Maryland Medical Center and The Grill At The Harryman House. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with nondiscretionary financial planning and discretionary investment management focused on retirement goals. The firm employs model portfolios invested solely in proprietary T. Rowe Price mutual funds and ETFs, incorporating tax-aware strategies and Monte Carlo simulations for retirement income planning.