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Alexander P
Series 66, Series 63
Omaha, NE
Empower Advisory Group
Alexander Pettis is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 66 and Series 63 licenses. He has one year of industry experience, including prior work at Charles Schwab & Co., Inc., and has held roles outside finance such as executive protection and legal assistance. He also operates a sole proprietorship. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.
Matthew B
Series 66, Series 63
Alpharetta, GA
Empower Advisory Group
Matthew Bond is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Chase Bank, N.A. He was also the principal of The Bond Advisory Group. 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 emphasize long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.
Jean V
Series 66, Series 63
Maplewood, NJ
Empower Advisory Group
Jean Victor is a financial advisor with Empower Advisory Group based in Maplewood, NJ, holding Series 66 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of the Jefferson Condominium Association board and co-owns an online reselling business with his wife. 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, emphasizing long-term portfolio returns and annual rebalancing.
Johan F
Series 66
Greenwood Village, CO
Empower Advisory Group
Johan Forsman is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding a Series 66 designation and 21 years of industry experience. He worked at TIAA-CREF and TIAA for 20 years before joining Empower Advisory Group and Empower Financial Services in 2026. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Dianna G
Series 63, Series 66
New Port Richey, FL
Empower Advisory Group
Dianna Gallo is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley, E*TRADE Capital Management, Facet Wealth, and T. Rowe Price. Gallo is based in New Port Richey, Florida. 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 uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Nicholas M
Series 66, Series 63
Sandown, NH
Empower Advisory Group
Nicholas Marrone is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 16 years of industry experience, including 11 years with Empower Financial Inc. and one year with 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 to retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services.
Kawii J
Series 66, Series 63
Concord, NC
Empower Advisory Group
Kawii Jayjay is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at The Vanguard Group, First Citizens Bank, Merrill Lynch, LPL Financial, and Wells Fargo. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Jeffrey C
Series 66
Fullerton, CA
Empower Advisory Group
Jeffrey Cruz is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through its proprietary financial planning service and manages a large participant base relative to its advisor headcount.
Cameron R
Series 65, Series 63
Greenwood Village, CO
Empower Advisory Group
Cameron Roybal is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab, Guardian Life, Cetera Advisor Group, and several other firms. Roybal is based in Greenwood Village, Colorado. 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. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.
Shawn T
Series 66, Series 63
Charlotte, NC
Empower Advisory Group
Shawn Thompson is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 66 and Series 63 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial, Alight, and Retirement Clearinghouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates through point-in-time financial plans and optional managed accounts.
Morgan B
Series 66, Series 65, Series 63
Kosciusko, MS
Empower Advisory Group
Morgan Blailock is a financial advisor at Empower Advisory Group with Series 63, 65, and 66 licenses. Morgan began their professional career in homemaking before joining Empower Advisory Group in 2026. 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 account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.
Miguel G
Series 66
Miami, FL
Empower Advisory Group
Miguel Garcia Diaz is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, NA, and Miami Krew. 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 combines proprietary and third-party methodologies focused on long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.
Stephen A
Series 66, Series 63
San Antonio, TX
Empower Advisory Group
Stephen Arndt is a financial advisor at Empower Advisory Group in San Antonio, TX, holding Series 66 and Series 63 licenses with 11 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Citi Bank, Tata Consultancy Service, and Transamerica Capital Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.
Domonique L
CFP®, Series 63, Series 66
Irving, TX
Empower Advisory Group
Domonique Lockridge is a CFP® with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Prior to joining Empower, Lockridge held positions at Goldman Sachs & Co. LLC and Purshe Kaplan Sterling Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, and recommends investment lineups selected by plan sponsors within its extensive affiliated network.
Charles V
Series 66, Series 63
Robstown, TX
Empower Advisory Group
Charles Vanaman is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at GWFS Equities, Inc. and Northwestern 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.
Cory S
Series 66
Renton, WA
Empower Advisory Group
Cory Sprott Cox is a financial advisor with Empower Advisory Group in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at GWFS Equities, Bank of America, Merrill, and Thrivent Financial. Outside of advising, he is involved in event planning and production through his ownership of Olive & Ivory, and co-owns a fitness and lifestyle coaching business in Tucson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.
Katie K
Series 66, Series 63
Yakima, WA
Empower Advisory Group
Katie Kain is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.
Willie H
Series 66, Series 63
Reno, NV
Empower Advisory Group
Willie Hayes III is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked with multiple firms, including CollegeInvest and Mass 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms.
Donald F
Series 63, Series 65
Ocean Springs, MS
Empower Advisory Group
Donald Finn is a financial advisor with Empower Advisory Group in Ocean Springs, MS, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Gwfs Equities, Inc. since 2015. 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.
Wyatt B
CFP®, Series 65, Series 63
Grand Rapids, MI
Empower Advisory Group
Wyatt Boss is a CFP® professional at Empower Advisory Group with three years of industry experience. He has worked previously at Heritage Wealth Management, Advisory Alpha, and John A Vandenbosh. Before his financial advisory career, he spent nine years with Grand Valley State University and Jenison Public Schools. 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 clients. 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.
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