user avatar

Shawn Amblod

Advisor at Empower Advisory Group — Du Bois, PA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

18 years

Location

DuBois, PA

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

2,004

Across 1,084 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Shawn Amblod is a CFP® professional with 18 years of experience in financial advising. He is currently with Empower Advisory Group and has worked previously at firms including LPL Financial LLC, GWFS Equities Inc., and Advised Assets Group LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Du Bois, PA

Du Bois PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

18 years of industry experience

Empower Financial Services, Inc.

2022 - Present • 4 years

Franklinville, NJ

LPL Financial LLC

2022 - 2022 • 1 year

Harrisburg, PA

PENNSYLVANIA STATE EMPLOYEES Credit Union

2022 - 2022 • 1 year

Harrisburg, PA

GWFS Equities Inc

2018 - 2022 • 4 years

Harrisburg, PA

Advised Assets Group LLC

2018 - 2022 • 4 years

Greenwood Village, CO

First Commonwealth Bank

2018 - 2018 • 1 year

DuBois, PA

Infinex Investments, Inc.

2018 - 2018 • 1 year

DuBois, PA

Unemployed

2018 - 2018 • 1 year

DuBois, PA

Bb&T Securities, Llc

2018 - 2018 • 1 year

State College, PA

BB&T Investments

2017 - 2018 • 1 year

State College, PA

Citizens Securities, Inc.

2016 - 2017 • 1 year

Pittsburgh, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David H

Series 65

Dubois, PA

City Center Advisors, LLC

David Hardin is a financial advisor at City Center Advisors, LLC with six years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Hardin has been involved with City Center Advisors and affiliated entities since 2016. City Center Advisors provides discretionary investment management, financial planning, and retirement plan services to individuals, businesses, and qualified retirement plans. The firm utilizes Modern Portfolio Theory and offers a unified managed account program that incorporates model portfolios, third-party managers, and sub-advisors.

Options & derivatives strategies
user avatar

Alex M

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Alex Micknis is a CFP® and Series 66-registered advisor with two years of industry experience. He currently works at The AmeriFlex Group and has prior experience with Cambridge Investment Research, Inc. and OSAIC. Outside of his financial career, he has served as an assistant manager for the volunteer program at the Hinterland Music Festival and has completed intermittent contracts with Live Nation handling box office and credentials. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custody platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar

Scott B

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Scott Barber is a financial advisor at The AmeriFlex Group with 22 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining AmeriFlex, he worked at Cambridge Investment Research, OSAIC, Securities America, and Investacorp. Outside of his advisory role, Barber is involved in tax preparation through his own firm and volunteers as a youth soccer referee and coach. He also serves on the executive board for the local Boy Scouts of America council. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager arrangements, and various wrap program solutions.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar

Scott T

Series 66

Curwensville, PA

Vicus Capital, Inc.

Scott Test is a financial advisor with Vicus Capital, Inc. in Curwensville, PA, holding a Series 66 credential and ten years of industry experience. He has worked with Vicus Capital and affiliated firms since 2017, including DeFrate & Paavola LLC dba Alta Wealth Partner, where he currently serves as Vice President of Planning. Outside of his advisory roles, Scott is an assistant coach for a local recreational soccer league. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of investment strategies and emphasizes retirement-plan consulting and fiduciary services, offering access to multiple implementation options and third-party managers.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
user avatar

Daniel F

Series 66

DuBois, PA

Janney Montgomery Scott

Daniel Fishbone is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 28 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 broad range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Jordan R

CFP®, Series 66

DuBois, PA

Janney Montgomery Scott

Jordan Russell is a CFP® with seven years of industry experience, currently serving at Janney Montgomery Scott. His background includes prior work with Russell Stone Products and an academic tenure at Pennsylvania State University. Outside of his advisory role, he is active in community organizations, serving as President of Friends of Curwensville Lake and Vice President Elect of the Junior Chapter of the DuBois Chamber of Commerce. 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 with a broad range of financial services, including portfolio management and trustee capabilities.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)