Omari Russell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining T. Rowe Price in 2021, he worked at Wegman's Food Markets and has academic experience from Aberystwyth University and Morgan State University. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management focused on retirement goals. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations through an online planning tool.

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.

Leslie Ashley is a financial advisor at William Blair with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at William Blair since 2019, following a 17-year tenure at Brown Advisory Securities, LLC. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Russell Burns is a CFP® with 22 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2023. He previously worked at Opendoor Labs, Inc. and spent over two decades at THE Vanguard Group, Inc. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Lenee Dirzuweit is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her background includes roles at T Rowe Price, Maryland Capital Management, RBC Capital Markets Corporation, Citigroup Global Markets, Legg Mason Wood Walker, and M&T Securities. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services that incorporate both proprietary quantitative methods and access to alternative and private market solutions, supported by a suite of affiliated businesses that provide expanded investment opportunities.

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 financial advisor with PlanMember Securities Corporation in Elkridge, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Paladin Advisor Group and PlanMember Securities Corporation since 2017 and has prior experience at Securities USA, Key Advisors, and Manhattan Market. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

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.

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.

Seythe Leffall Mc Coy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, Axon, Inc., Republic Services, Booz Allen Hamilton, and the Association for American Railroads. Outside of his advisory role, Mc Coy is involved in several community and alumni organizations, including serving as Immediate Past President and 2nd Vice President in chapters of the National Hampton Alumni Association, as well as participating in personal safety instruction and disaster relief volunteering. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and implements portfolios via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Ashley Childs is a financial advisor with T. Rowe Price Advisory Services, Inc. and holds Series 63 and Series 66 licenses. She has five years of industry experience, including five years at J.P. Morgan Securities and J.P. Morgan Chase Bank. T. Rowe Price Advisory Services offers the Retirement Advisory Service for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The program features point-in-time financial plans, annual reviews, and uses model allocations with tax-aware rebalancing and Monte Carlo simulations for retirement income projections.

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.

Domenique Gibson is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining T. Rowe Price in 2020, she worked at Target and Victoria's Secret. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations and tax-aware strategies supported by an online planning tool and access to financial advisors.

Lajoi Thompkins is a financial advisor with Valic Financial Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Valic, Thompkins has held roles at Agia, Century21, Redfin Corporation, Optum, and other organizations. Outside of financial advising, Thompkins is an agent for non-securities insurance products with Agia and a real estate salesperson with Century21. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, utilizing centralized technology and model solutions across its large network of advisors.

Emily Herstein is a CFP® professional with 28 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. She has held various advisory roles including positions at M&T Securities, SunTrust Investment Services, and Jemma Investment Advisors. Herstein has been with T. Rowe Price since 2019. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. Their approach combines goals-based planning, retirement income strategies, and model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, utilizing tax-aware rebalancing and asset-location techniques.

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.