T. Rowe Price Associates, Inc.

Mark Endres is a financial advisor at T. Rowe Price Associates, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Macquarie Investment Management Business Trust, Delaware Investments, and Rs Funds Distributor LLC. T. Rowe Price Associates provides discretionary and non-discretionary investment management primarily to institutional and intermediary clients, as well as high-net-worth individuals. The firm employs active management strategies supported by a large internal research platform that integrates ESG considerations and quantitative tools, including supervised AI and machine learning, across a wide range of equity and fixed income portfolios.

Christopher Casner is a financial advisor at T. Rowe Price Associates, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at firms including LPL Financial, SFG Wealth Management, and MS Howells & Co. T. Rowe Price Associates provides discretionary and non-discretionary investment management primarily to institutional and intermediary clients, while also serving high-net-worth individuals through its Private Asset Management group. The firm employs active management strategies across various asset classes, supported by extensive internal research and quantitative tools including AI and machine learning.

Andrew Bossi is a financial advisor with T. Rowe Price Associates, Inc. He holds a Series 66 designation and has four years of industry experience. His career includes roles at T. Rowe Price, Vestwell, Euler Hermes North America, and teaching positions at Clemson University, Towson University, and Dulaney High School. T. Rowe Price Associates provides discretionary and non-discretionary investment management primarily to institutional and intermediary clients, as well as high-net-worth individuals. The firm employs active management across various equity and fixed income strategies, integrating ESG factors and advanced quantitative tools, including AI and machine learning, to support portfolio construction and risk management.

Joshua Buck is a financial advisor with T. Rowe Price Associates, Inc., holding a Series 66 designation. He has been with T. Rowe Price since 2024 and has prior experience at M&T Bank and Susquehanna University. T. Rowe Price Associates provides discretionary and non-discretionary investment management services to institutional and intermediary clients, as well as high-net-worth individuals. The firm employs active management strategies across multiple asset classes, supported by extensive internal research and advanced quantitative tools including AI and machine learning.

Nathaniel Marsden is a financial advisor at T. Rowe Price Associates, Inc. with 11 years at the firm and three years of industry experience. He holds a Series 66 designation. Prior to his current role, he was involved with Blue Hill Tavern for three years. T. Rowe Price Associates provides investment management services primarily to institutional and intermediary clients, as well as high-net-worth and individual accounts through its Private Asset Management group. The firm offers active management strategies across various asset classes, supported by extensive internal research, including ESG integration and quantitative tools such as AI and machine learning.

Matthew Scarlata is a financial advisor at T. Rowe Price Associates, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Meradia Group, Platinum Group Securities, Coventry, and Resource Securities, Inc. prior to joining T. Rowe Price in 2020. T. Rowe Price Associates provides discretionary and non-discretionary investment management primarily to institutional and intermediary clients, while also serving high-net-worth and individual accounts through its Private Asset Management group. The firm employs active management strategies supported by extensive internal research, integrates ESG considerations, and uses quantitative tools including AI and machine learning to guide portfolio construction and risk management.

Lauren Moser is a financial advisor at T. Rowe Price Associates, Inc. with 14 years of industry experience. She holds a Series 66 designation and has worked at T. Rowe Price since 2019. Prior to this, she held various roles at Federated Investors and its affiliates from 2011 to 2019. T. Rowe Price Associates provides investment management services primarily to institutional and intermediary clients, as well as high-net-worth and individual investors. The firm employs active management across multiple asset classes, integrating ESG considerations and advanced quantitative tools, including AI and machine learning, to support portfolio construction and risk monitoring.

Jordan Ford is a financial advisor with T. Rowe Price Associates, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including 18 years with T. Rowe Price Investment Services, Inc. T. Rowe Price Associates provides discretionary and non-discretionary investment management primarily to institutional and intermediary clients, as well as services for high-net-worth and individual accounts. The firm employs active management strategies supported by extensive internal research and integrates ESG considerations and advanced quantitative tools, including AI and machine learning, in portfolio construction and risk monitoring.

Nathan Tawes is a CFP® with 28 years of experience in the financial industry. He has been with T. Rowe Price Investment Services, Inc. since 2008. He holds a Series 63 license and is based in Dublin, Ohio. T. Rowe Price Associates, Inc. provides investment management services primarily to institutional and intermediary clients, as well as high-net-worth individuals. The firm employs active management strategies across various asset classes, supported by extensive research and advanced quantitative tools, including AI and machine learning.

Tigran Kazaryan is a CFA® charterholder and holds Series 63 and Series 65 licenses. He is currently with T. Rowe Price Associates, Inc. and has over 18 years of experience in the investment industry, including prior roles at BlackRock Investment Management and PIMCO Investments. T. Rowe Price Associates provides discretionary and non-discretionary investment management primarily to institutional and intermediary clients, as well as high-net-worth individuals through its Private Asset Management group. The firm employs active management strategies supported by extensive internal research and integrates ESG considerations, quantitative tools, and advanced data science techniques in portfolio construction and risk monitoring.

Sergio Ruiz is a financial advisor at T. Rowe Price Associates, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at T. Rowe Price since 2018. His prior experience includes roles at Northern Lights Distributors, LLC and Newfound Research, LLC. T. Rowe Price provides investment management services primarily to institutional and intermediary clients, as well as high-net-worth individuals. The firm employs active management strategies across various asset classes, supported by a robust internal research platform that integrates ESG factors and advanced quantitative tools, including AI and machine learning.

Jacob Beauchot is a financial advisor at T. Rowe Price Associates, Inc. with one year of experience at the firm. He holds a Series 66 designation. His prior work experience includes roles at Southern Rock Restaurants LLC and several engagements with the University of Cincinnati. T. Rowe Price Associates provides investment management services primarily to institutional and intermediary clients, as well as high-net-worth individuals. The firm employs active management strategies across equity and fixed income markets, supported by internal research and quantitative tools including AI and machine learning.

Andrew Winn is a financial advisor at T. Rowe Price Associates, Inc. with 18 years of industry experience. He has been with T. Rowe Price since 2014 and holds Series 63 and Series 65 licenses. Based in Colorado Springs, CO, his background is focused on investment management within a major global firm. T. Rowe Price Associates provides discretionary and non-discretionary investment management primarily to institutional and intermediary clients, as well as high-net-worth and individual accounts through its Private Asset Management group. The firm employs active management strategies across various equity and fixed income markets, supported by extensive internal research, ESG integration, and quantitative tools including AI and machine learning.

Candess Carter is a financial advisor at T. Rowe Price Associates, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked briefly with Amazon Flex in 2021. T. Rowe Price Associates provides discretionary and non-discretionary investment management services primarily to institutional and intermediary clients, while also serving high-net-worth and individual investors through its Private Asset Management group. The firm employs active management strategies supported by extensive research, integrating ESG factors and advanced quantitative tools, including AI and machine learning, to guide portfolio construction and risk management.

Ronnie Terry Jr. is a financial advisor with T. Rowe Price Associates, Inc., holding a Series 66 designation and three years of industry experience. Before joining T. Rowe Price in 2023, he worked at Robert W. Baird and held roles at Rockwell Automation, Gartner, Inc., Camping World, BMO Harris Bank, and Landmark Properties. He was a full-time student at Marquette University from 2015 to 2019. T. Rowe Price Associates provides discretionary and non-discretionary investment management primarily to institutional and intermediary clients, while also serving high-net-worth individuals through its Private Asset Management group. The firm employs active management strategies supported by a large internal research platform that integrates ESG considerations and utilizes quantitative tools, including AI and machine learning, for portfolio construction and risk monitoring.