Bryant Mayes III is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Nationwide Investment Services Corp. Outside of his advisory work, he is a licensed real estate agent with Coldwell Banker Realty in Baltimore, MD. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines goal-based planning and retirement income strategies with online tools and telephone access to advisors.

Patrick Wheeler is a Series 66-licensed financial advisor with two years of industry experience. He is currently with T. Rowe Price Advisory Services, Inc. and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he has worked as a bartender at BJ’s Restaurant and Brewhouse. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios using proprietary T. Rowe Price mutual funds and ETFs, with financial plans developed through Monte Carlo simulations and accounts managed on a discretionary basis.

Andrew Heiges is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with T. Rowe Price Advisory Services, Inc., where he has worked since 2016. His prior experience includes roles at TIAA-CREF, Banc of America Investment Services, Inc., and Merrill. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. Their approach features model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulation-based retirement income projections.

Matthew Bollinger is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and began his advisory career in 2025. Prior to joining T. Rowe Price, he worked in rehabilitation services at several organizations from 2017 to 2025. T. Rowe Price Advisory Services offers 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 an online tool and telephone access to advisors.

Evaristo Gonzalez is a Series 66 licensed financial advisor with nine years of industry experience, currently affiliated with Guardian Life. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America throughout his career. Gonzalez also serves as an independent contractor providing outside disability insurance through Peterson International and Assurity. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions that include discretionary management, model-based strategies, financial planning, and access to proprietary and third-party advisory programs.

Marie David is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior experience includes roles at Maryland Capital Management and RBC Wealth Management. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that incorporates client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

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.

Stavros Rizakos is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth, Horan Capital Management, Morgan Stanley, Maller Wealth Advisors, and Lincoln Financial Advisors Corporation. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Rogers is a financial advisor with PNC Wealth Management in Forest Hill, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments, LLC since 2017 and previously spent 12 years at M&T Securities. Outside of financial advising, he serves as a principal of Big Country LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program available by invitation to employees. The firm’s approach uses algorithm-driven model strategies implemented through approved mutual funds and ETFs with annual rebalancing and limited client trading options.

Carole Schreck is a CFP® professional with 13 years of experience, currently with Janney Montgomery Scott in Towson, MD. She has been with Janney Montgomery Scott in various capacities since 2015. Schreck serves on the Investment Management Committee at Friends School of Baltimore, contributing to the review and policy decisions of its investment portfolio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and multiple advisory programs.

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.

James Bryant is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019. Bryant serves as a board member of the My Neighbors Foundation in Monkton, MD, which supports less privileged children in the Hereford zone through fundraising activities. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Harrison Green is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Simplicity Wealth Management, LLC and involvement with NEXT Bio-Research Services LLC and Granger Genetics, LLC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools to support its clients.

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 66 and Series 63 designations. Prior to joining T. Rowe Price, she worked at Alta Vista Strategic Partners and has held various roles in university career services and retail. T. Rowe Price Advisory Services offers a retirement advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households focused on retirement. The firm manages portfolios using proprietary mutual funds and ETFs with tax-aware strategies and employs Monte Carlo simulations for financial planning.

Leah Powell is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to her current role, she worked at TEKsystems, Inc. and held various positions in retail and service industries. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which focuses on retirement planning for individual investors and households. The firm combines nondiscretionary financial planning with discretionary investment management, utilizing proprietary mutual funds and ETFs alongside an interactive online planning tool.

Lauren Szczybor is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, T Rowe Price, Merrill, Lincoln Financial Advisors, Penn Mutual Life Insurance Company, and other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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® certificant with nine years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. He has worked at several firms, including Bestgate Wealth Advisors, LLC and FisherRing, LLC. Outside of his advisory role, he operates a small tax practice and a financial literacy and coaching business focused on budgeting and debt reduction. T. Rowe Price Advisory Services, Inc. offers 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 with a typical minimum investable asset requirement, providing annual plan reviews and portfolio management supported by online tools and telephone access to advisors.

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.