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Kimberly M

Series 65, Series 63

Wells, ME

Empower Advisory Group

Kimberly Mello is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including UBS Financial Services and Financial Engines Advisors L.L.C. Outside of financial services, she had a role at Old School Cafe in 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions.

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

Series 63, Series 66

Nashua, NH

Empower Advisory Group

Gene Noel is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Merrill and Fidelity, where he worked from 2004 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates financial planning with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered alongside Empower’s recordkeeping and administrative platforms.

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

Series 63, Series 66

Irvine, CA

Empower Advisory Group

Amber Malik is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. She previously worked at US Bank from 2019 to 2022 and has been with Empower Financial Services, Inc. since 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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

Series 65, Series 63

San Antonio, TX

Empower Advisory Group

Franklin Gould is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at Advised Assets Group, GWFS Equities, Capital Group - American Funds Distributors, FJY Financial, Unified Trust / American Trust, and Pentegra Retirement Services. Outside of finance, he is co-owner of Botanical Pug, a retail business selling CBD and essential oil products. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and retail brokerage account clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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

Series 63, Series 65

Champlin, MN

Empower Advisory Group

Lori Reiman is a financial advisor with Empower Advisory Group in Champlin, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Ameriprise Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

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

Series 63, Series 65

Charleston, SC

Empower Advisory Group

Aaron Schluep is a financial advisor with Empower Advisory Group based in Charleston, SC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2014, he has been associated with Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

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

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Scott Van Tonningen is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses. He has five years of industry experience, including nine years at T. Rowe Price and over two years with Empower Retirement prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

CFP®, Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jeremiah Forrest is a CFP® with eight years of industry experience, currently advising at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Charles Schwab, along with service in the US Army Reserve from 2009 to 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services utilize an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

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

CFP®, Series 63, Series 65, Series 66

Tampa, FL

Empower Advisory Group

Sita Monti is a CFP® professional with 16 years of experience in the financial industry. She is currently with Empower Advisory Group and has previously worked at Morgan Stanley, E*TRADE Securities, and Ameriprise Financial Services. Outside of her advisory work, she teaches various forms of yoga and is the founder of LivAfrika, a volunteer retail sales effort that donates all proceeds to its mission. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through a combination of “point-in-time” financial plans and optional managed account solutions.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Kristopher Yates is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, U.S. Bank, and BBVA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

Series 66

Somerset, MA

Empower Advisory Group

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

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

Series 66, Series 63

Guilford, CT

Empower Advisory Group

Andrew Stephens is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and one year of industry experience. His prior work includes roles at Upscale Construction, TD Bank, Primary Residential Mortgage, Guilford Savings Bank, and Liberty Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes integrated services tied to Empower’s recordkeeping and administrative platforms and offers financial plans focused on long-term portfolio returns and savings rates.

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

Series 65, Series 63

Greenwood Village, CO

Empower Advisory Group

Daniel Atkin is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Advised Assets Group Inc. He serves as a board member and coaching coordinator for the Cherry Creek Little League. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

Series 66, Series 63

Miami, FL

Empower Advisory Group

Devin Cordero is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Empower Financial Services and spent nine years at Xfinity. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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

Series 66, Series 63

Benbrook, TX

Empower Advisory Group

Sean Mc Nally is a financial advisor with Empower Advisory Group in Benbrook, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Regions Bank, PNC Bank, and BBVA USA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model ties services to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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

Series 63, Series 65

Madera, CA

Empower Advisory Group

Jason Scott is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Mutual of America Securities LLC and Mutual Of America Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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

Series 63, Series 66

West Valley City, UT

Empower Advisory Group

Julie Alger is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Morgan Stanley, E*Trade, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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

Series 63, Series 65

Knoxville, TN

Empower Advisory Group

Bryan Sodomora is a financial advisor with Empower Advisory Group in Knoxville, TN, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes roles at Woodbury Financial Services, Inc. and Worden, Rechenbach & Brooke. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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

Series 63, Series 66

Henrico, VA

Empower Advisory Group

John Richardson is a financial advisor with Empower Advisory Group in Henrico, VA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Bank of America, Merrill, Beecroft and Bull, and Wells Fargo Advisors. Outside of finance, Richardson works as a fitness instructor and personal trainer, teaching indoor cycle classes and training clients on fitness goals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates tightly with Empower’s recordkeeping and administrative platforms.

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

Series 66

Buffalo, NY

Empower Advisory Group

Jacob Kuebel is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of finance, his background includes roles in community organizations and educational institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model leverages proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

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