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Dustin F

CFP®, Series 65, Series 63, Series 66

Ownings Mills, MD

Empower Advisory Group

Dustin French is a CFP® with 15 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he serves as a landlord for a rental property in Charlottesville, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail clients. The firm uses an integrated service model aligned 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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Jonathon N

Series 63, Series 66

Buffalo, NY

Empower Advisory Group

Jonathon Neyerlin is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Delta Academy of Trading and Aeon Fund. 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 emphasizes long-term portfolio returns and annual rebalancing through an integrated model connected 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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Wendy K

CFP®, Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Wendy Knott is a CFP® with 25 years of industry experience and is affiliated with Empower Advisory Group. She has worked at Gwfs Equities Inc. since 2003. Outside of her advisory work, she is an independent sales consultant for Norwex, a company specializing in household cleaning products. 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 service model emphasizes long-term portfolio returns and savings rates, delivering 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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Clark W

Series 66, Series 63

West Baldwin, ME

Empower Advisory Group

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Gwfs Equities, Inc. for 11 years. Welch serves on the board of directors for Derry Pathfinders, a nonprofit snowmobile club. 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, using an integrated model aligned with Empower’s recordkeeping platforms.

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

Series 66

Bluffton, SC

Empower Advisory Group

Alexander Randazzo is a Series 66-licensed financial advisor at Empower Advisory Group with four years of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience in the electrical services and specialty retail sectors. 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 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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Joseph M

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Joseph Mills is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and specializing in the industry for 10 years. He has been with Gwfs Equities, Inc. since 2015. 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 account holders. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and client savings rates, with 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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Andre L

Series 63, Series 66

Phoenix, AZ

Empower Advisory Group

Andre Lafleur is a financial advisor at Empower Advisory Group with eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2026. Outside of his advisory role, Lafleur is the owner of Mass Appeal Technologies LLC, an affiliate marketing business based in Scottsdale, AZ. 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 clients. The firm’s approach integrates proprietary financial planning tools with its recordkeeping and administrative platforms, emphasizing 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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Richard A

Series 63, Series 65

Greenback, TN

Empower Advisory Group

Richard Albright is a financial advisor at Empower Advisory Group with 38 years of industry experience. His prior roles include positions at GWFS Equities, Scottrade, Inc., Cetera, Cetera Investment Services LLC, and Regions Bank. He holds Series 63 and Series 65 designations. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with 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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Michael L

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Michael Lierley is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at TIAA for 11 years and Fidelity Investments for one year before joining Empower Retirement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates 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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Matthew R

Series 63, Series 66

Ponte Vedra, FL

Empower Advisory Group

Matthew Rumble is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Advised Assets Group, LLC, and GWFS Equities, Inc. He is based in Ponte Vedra, Florida. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on 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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Derik T

Series 66, Series 63

Atlantic Beach, FL

Empower Advisory Group

Derik Treuel is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Merrill and Bank of America. 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 administrative platforms. The firm focuses on long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

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

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Jordan Lozada is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 registrations and seven years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Broadridge. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm uses an integrated model tied to Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its point-in-time financial plans.

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

Series 66

Natick, MA

Empower Advisory Group

Elizabeth Hansen is a financial advisor with Empower Advisory Group holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Righthand Capital, UBS Financial Services, Merrill, and Morgan Stanley. She is based in Natick, MA. 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, offering integrated services aligned 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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Jesse P

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Jesse Piburn is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 14 years of industry experience. He has worked with Empower Financial Services and Personal Capital Advisors in prior roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm delivers integrated services 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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Cory M

Series 65

Greenwood Village, CO

Empower Advisory Group

Cory Marsh is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 65 designation and previously worked at GWFS Equities, Inc. from 2012 to 2017 before joining his current firm. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform linked to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Jordan Long is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Forge Financial Services, 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 select retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party financial planning methodologies with recordkeeping and administrative platforms.

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

Series 66

Westminster, MD

Empower Advisory Group

Nathan Fuchs is a financial advisor at Empower Advisory Group with two years of industry experience and holds the Series 66 designation. Prior to joining Empower, he worked at T. Rowe Price for six years. He also has experience at AVI Foodsystems and Menchey Music Service, Inc. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients' savings rates through 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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Lindsey S

CFP®, Series 66

Duluth, MN

Empower Advisory Group

Lindsey Shinners is a CFP® and holds a Series 66 license, with four years of industry experience. She is currently with Empower Advisory Group, having previously worked at Raymond James & Associates and The Jamar Company. Lindsey and her husband are partners in a real estate investment venture focused on property rehabilitation and rental. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions 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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Louis K

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Louis Klos is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has advised clients at Advised Assets Group, LLC since 2014. Outside of his advisory role, Klos is vice president and minority stockholder of Dinosaur Safaris, Inc., a company engaged in excavating and selling Jurassic period dinosaur bones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm offers integrated planning and managed account solutions aligned 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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Julia D

Series 66, Series 63

Long Beach, CA

Empower Advisory Group

Julia Donnelly is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Wells Fargo and Comprehensive Advisor LLC. Her background also includes roles outside finance, such as media work at Media Play News and teaching at Tri-City Christian High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning services.

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