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Derek B
Series 63
Columbia, SC
Empower Advisory Group
Derek Bailey is a financial advisor with Empower Advisory Group in Columbia, SC, holding a Series 63 designation and 24 years of industry experience. His career includes roles at Great West Financial, Shoemaker Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Symetra Securities Inc. He also has involvement as an insurance representative with Accordia Life & Annuity, receiving trailing commissions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.
Zenaida O
Series 66
Boston, MA
Empower Advisory Group
Zenaida Orduna is a financial advisor with Empower Advisory Group based in Boston, MA, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Infinex Investments, and Bank of America/Merrill Lynch. 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 retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Marc C
Series 66
Point Pleasant, NJ
Empower Advisory Group
Marc Colasanto is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds a Series 66 designation and has worked at Gwfs Equities, Inc. since 2022 and Prudential Investment Management Services and Prudential Insurance Company of America since 2012. 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 integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within client savings plans.
Benjamin W
Series 66
Port Jervis, NY
Empower Advisory Group
Benjamin Weiss is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Empower, he worked for the Watchtower Bible and Tract Society of New York for nine years and operated B&G Property Maintenance LLC for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns and client savings rates, with a scale and model that emphasizes service within plan lineups selected by plan sponsors.
Jeremy L
Series 65
Milwaukee, WI
Empower Advisory Group
Jeremy Lee is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 65 designation and has previously worked at Personal Capital Advisors Corporation, Annex Wealth Management, ASQ, and Hedge Plus. Outside of advising, he is a licensed real estate agent with Premier Point Reality LLC. 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 certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial plans focused on long-term portfolio returns and optional managed account solutions.
Ciara W
Series 63, Series 66
Broken Arrow, OK
Empower Advisory Group
Ciara Wohlgemuth is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Fidelity Brokerage Services LLC and eHealth. 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.
Robyn L
Series 63, Series 65
Greenwood Village, CO
Empower Advisory Group
Robyn Loftin is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Gwfs Equities, Inc. since 2014. 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 clients. The firm’s approach integrates planning and management services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates.
Zackery H
CFP®, Series 63
Baraboo, WI
Empower Advisory Group
Zackery Henry is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. He has previously worked at Personal Capital Advisors and Northwestern Mutual in various roles spanning from 2014 to 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 tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Adam W
Series 66
Lafayette, LA
Empower Advisory Group
Adam Whelan is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at Knights of Columbus and FOCUS Catholic. 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, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.
Thomas Z
Series 63, Series 66
Madison, WI
Empower Advisory Group
Thomas Zionkowski is a financial advisor with Empower Advisory Group in Madison, WI, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at GWFS Equities, Inc., Avid Ratings, Legacy Rarities LLC, Aflac, Westminster Mint, and Robert Half. Outside of finance, he is involved in music streaming as a musician. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm offers integrated services through Empower’s administrative platforms, focusing on long-term portfolio returns and savings rates in their point-in-time financial plans.
Anton Z
Series 66, Series 63
Amherst, WI
Empower Advisory Group
Anton Zanella is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual in various capacities. Outside of his advisory work, Zanella operates a mobile DJ business, performing at weddings and public events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.
Lara S
Series 63, Series 66
Lake Lotawana, MO
Empower Advisory Group
Lara Smith is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Target and Starbucks before moving into financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.
Michael R
Series 66
Racine, WI
Empower Advisory Group
Michael Ramos is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Bank of America, Merrill, and Guardian Credit Union. Outside of his advisory role, Ramos works as a DoorDash driver. 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.
Derek R
Series 63, Series 66
West Bloomfield, MI
Empower Advisory Group
Derek Robson is a financial advisor with Empower Advisory Group in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of his advisory work, he serves as Secretary and Treasurer of Robson Foods, Inc., a family business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.
Keven J
Series 66, Series 63
Hampstead, NC
Empower Advisory Group
Keven Johnson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood Markets, USAA Investment Services, and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.
Robert N
Series 66
Baltimore, MD
Empower Advisory Group
Robert Norman is a financial advisor with Empower Advisory Group based in Baltimore, MD. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, Bank of America, Merrill, and Freedom Mortgage. Norman has also served with the Maryland State Athletic Commission since 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 retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates through integrated services connected to Empower’s recordkeeping and administrative platforms.
Jesse N
Series 63, Series 66
Forest Hill, TX
Empower Advisory Group
Jesse Nunez is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His previous roles include positions at The Vanguard Group, TD Ameritrade, and a four-year tenure in the United States Marine Corps. He also operates an independent business, Jesse Has No Money Ltd Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio management and operates within plan lineups selected by plan sponsors.
Michael S
Series 66
West Melbourne, FL
Empower Advisory Group
Michael Smith is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, Fidelity Investments, and Edward Jones. He is based in West Melbourne, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s integrated approach combines proprietary and third-party planning tools focused on long-term portfolio returns and client savings rates.
Jonathan B
Series 63, Series 66
Greenwood Village, CO
Empower Advisory Group
Jonathan Blomquist is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes positions at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services, Llc. 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 and offers both point-in-time financial plans and optional managed account solutions.
Jeffrey Y
Series 63, Series 65
Long Beach, CA
Empower Advisory Group
Jeffrey Yau is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial, Fidelity Investments, Morgan Stanley, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.
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