Logan Levin is a CFP® professional with 10 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. Prior to this, he worked at The Vanguard Group, Inc. from 2015 to 2019. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service that combines nondiscretionary financial planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with at least $250,000 in investable assets, employing tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Raylonte Roach is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and R2 VISION, the latter of which he owned and operated. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing portfolios composed exclusively of T. Rowe Price mutual funds and ETFs.

Kiauna Tilley is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with T. Rowe Price since 2013. T. Rowe Price Advisory Services, Inc. offers a retirement-focused financial planning service that combines nondiscretionary goals-based planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households through a model portfolio approach exclusively using proprietary T. Rowe Price mutual funds and ETFs.

Dylan Menefee is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining T. Rowe Price, he worked at Liberty Mutual Insurance from 2017 to 2020. T. Rowe Price Advisory Services offers the Retirement Advisory Service to 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 firm employs model allocations implemented at the household level, with an emphasis on tax-aware rebalancing and utilizes an interactive online planning tool with Monte Carlo simulations for retirement income projections.

James Fegan Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods since 1998. Outside of his advisory roles, he is involved with Fegan Insurance, LLC, an investment-related business. Park Avenue Securities serves a diverse 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 variety of proprietary and third-party investment strategies across multiple platforms.

Mark Shusterman is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining T. Rowe Price, he worked with D.C. United and the Philadelphia 76ers. Outside of finance, he works as a part-time delivery driver for DoorDash. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm employs a model portfolio approach with tax-aware rebalancing and delivers financial plans through an interactive online tool with periodic reviews.

Christophe Dionot is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Planning Solutions Group, LLC and Triad Advisors Inc, as well as affiliations with LPL Financial and Wealth Enhancement Brokerage Services. He serves as a for-profit board member of Cornerstone Auto Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and incorporates both quantitative and fundamental research methods.

Christopher Walczak is a CFP® professional with 15 years of experience in wealth management. He currently works at HB Wealth Management, LLC and has previously held roles at WMS Partners, LLC, Genspring - SunTrust Private Wealth/SunTrust Bank, and GenSpring Family Offices, LLC. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies, and offers outsourced chief investment officer and institutional advisory services.

Thuc Phan is a CFP®-designated financial advisor with 11 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Owings Mills, MD. He has been with T. Rowe Price in various roles since 2016. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, providing nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The program includes financial planning with Monte Carlo simulations and manages accounts on a discretionary basis once clients enroll and accept the investment proposal.

Mc Kenzie Lannon is a CFP® with seven years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2026. Prior to joining T. Rowe Price, Lannon spent eight years with United Capital Financial Advisors and has experience in both the financial and retail sectors, including a role at Blenders Eyewear. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, serving individual investors and households primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm distinguishes itself by its specific regulatory status, focused client base, and reliance on electronic processes for enrollment.

Wanjia Li is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2018. His prior work includes roles at AroundCampus Group LLC and the Daily Iowan, as well as full-time education at the University of Iowa. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with in-house research and unique market roles, catering to diverse client needs from workplace accounts to ultra-high-net-worth relationships.

Xiaohuan Xu is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles including management and accounting positions in entities such as WSB GFC LLC and Catherine Xu Financial Dynasty LLC. Outside of her advisory work, she is involved in health insurance sales and is an investor in a food and beverage business. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering a combination of advisory and broker-dealer services with proprietary and third-party investment models.

Steven Eyler is a Certified Financial Planner (CFP®) and Series 66 license holder with 12 years of industry experience, all of which has been with T. Rowe Price Advisory Services, Inc. He is based in Owings Mills, MD. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, implementing portfolios exclusively with T. Rowe Price mutual funds and ETFs, and employs tax-aware strategies alongside Monte Carlo-based financial planning tools.

Joshua Joseph is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining T. Rowe Price, he worked at JJO Gaming and Bank of America, N.A. He also has experience at Merrill and in other roles outside the financial industry. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households with a focus on retirement, implementing portfolios using proprietary mutual funds and ETFs and employing tax-aware strategies and Monte Carlo simulations for financial planning.

Ryan Cain is a financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo, and Aerotek. 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, emphasizing model allocations, tax-aware rebalancing, and online planning tools.

Alexander Cochran is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Seia LLC, Royal Alliance, Wealth Enhancement Advisory Services, and LPL Financial, among others. He also serves as a Planning & Investment Associate at CURO Private Wealth, where he manages client service operations and supports financial planning and trading activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and diverse client types.

James Lohrmann 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. Prior to joining T. Rowe Price in 2021, he worked at Renegade Productions Inc. and ChristLife Inc. T. Rowe Price Advisory Services offers a retirement advisory program focused on individuals and households with retirement goals. The service combines goals-based financial planning, retirement income planning, and discretionary investment management, utilizing proprietary mutual funds and ETFs with a range of model allocations.

Myles Mccomas III is a financial advisor at T. Rowe Price Advisory Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with T. Rowe Price since 2010. T. Rowe Price Advisory Services provides a retirement-focused financial planning and investment management service for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining nondiscretionary planning with discretionary management and online tools for retirement income planning.

Damon Cherry is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His background includes roles at ClearOne Advantage and multiple positions at Towson University. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to assist individual investors and households in managing their retirement assets.

Lauren Lehman is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds the CFP® and CFA® designations, as well as Series 65 and Series 66 licenses. Prior to joining NewEdge Advisors in 2023, she worked for SOL Capital Management Company for 12 years and LPL Financial for 4 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.