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Oumy K
Series 66
Beaverton, OR
Empower Advisory Group
Oumy Kane is a financial advisor with Empower Advisory Group in Beaverton, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Empower Financial Services, Inc., Kane worked at Wells Fargo and Merrill, and has owned two businesses focused on children’s clothing and coaching. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms.
Ronald E
Series 66
Wendell, NC
Empower Advisory Group
Ronald Edwards is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Aaa. Outside of his advisory role, he is involved with Peachtree Learning Collaborative LLC as a human resources specialist. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.
Daniel J
Series 65, Series 63
San Marcos, TX
Empower Advisory Group
Daniel Jensen is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory role, Jensen is a general partner and equity holder in Let's Go Ball, a sports directory website he co-developed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.
Matthew B
CFP®, Series 63, Series 65
Contoocook, NH
Empower Advisory Group
Matthew Boyle is a CFP® with 24 years of industry experience, currently serving at Empower Advisory Group. His previous roles include positions at GWFS Equities, Voya Financial Advisors, Waddell & Reed, Peoples Securities Inc., and Peoples United Bank. Outside of his advisory work, he serves on the board of the NH Children’s Health Foundation, coaches youth soccer with the Hopkinton Soccer Club, acts as a referee for the New Hampshire Soccer Referee Association, and supports the Hopkinton Library Foundation as a board member. 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 account holders. The firm’s approach focuses on integrated financial planning tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Padraic S
Series 66
Boca Raton, FL
Empower Advisory Group
Padraic Spain is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including Fidelity Investments and Singer Wealth. Spain’s background also includes a long tenure at Shepherd Kaplan Krochuk from 2006 to 2022. 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 approach emphasizes long-term portfolio returns and integrates tightly with Empower’s recordkeeping and administrative platforms.
Fredrick B
Series 66, Series 63
North Attleboro, MA
Empower Advisory Group
Fredrick Buker is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Fidelity Investments, Arbella Insurance, and The Kraft Group. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Donald J
Series 63, Series 65
Ponte Vedra Beach, FL
Empower Advisory Group
Donald Jurgens is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Gwfs Equities, Inc. since 2014. Outside of his advisory role, he serves as the Board Treasurer for the Spinnakers Reach II Condo Association. 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 are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates over short-term forecasts.
William W
CFP®, Series 63, Series 65
Jacksonville, FL
Empower Advisory Group
William Wagner is a CFP® with 27 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc, having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage 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 certain IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Paolo Antonio B
Series 66, Series 63
Greenwood Village, CO
Empower Advisory Group
Paolo Antonio Baladad is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms including Vanderbilt Financial Group, Arcadia Financial Group, Wells Fargo Clearing Services, and E*TRADE Securities. 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 clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.
Frank H
Series 63, Series 66
Kernersville, NC
Empower Advisory Group
Frank Hurtado is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing Services and Scottrade, Inc. 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 long-term portfolio returns and savings rates through an integrated model linked to Empower’s recordkeeping and administrative platforms.
Istrael D
Series 63, Series 66
Granger, IN
Empower Advisory Group
Istrael Diego is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Fidelity Investments and E*Trade Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base through a combination of point-in-time financial plans and optional managed account solutions.
Oshri K
Series 66
Greenwood Village, CO
Empower Advisory Group
Oshri Kane is a financial advisor with Empower Advisory Group holding a Series 66 designation. He joined the firm in 2026 and has prior experience as a full-time student and various service industry roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both standalone financial plans and optional managed account solutions.
Brian T
Series 66
Ozark, MO
Empower Advisory Group
Brian Tree is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, and Scottrade. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Jonathan K
Series 66, Series 63
El Paso, TX
Empower Advisory Group
Jonathan Kronmiller is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Nicholas B
Series 66, Series 63
Rochester, NY
Empower Advisory Group
Nicholas Berkompas is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Charles Schwab & Co., Inc., TIAA-CREF Individual & Institutional Services, LLC, 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 certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.
Lenardo C
Series 63, Series 65
Cincinnati, OH
Empower Advisory Group
Lenardo Colvin is a financial advisor with Empower Advisory Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at GWFS Equities for 10 years and Lincoln Financial Group for 8 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.
Mason M
Series 63, Series 66
North Las Vegas, NV
Empower Advisory Group
Mason Malott is a financial advisor with Empower Advisory Group in North Las Vegas, NV, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and Empower. 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, using an integrated model tied to Empower’s recordkeeping and administrative platforms.
John Z
Series 66, Series 63
Greenwood Village, CO
Empower Advisory Group
John Zetzman is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including WestMed LLC and U.S. Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated solutions tied to Empower’s recordkeeping and administrative platforms.
Connor M
Series 66
Jacksonville, FL
Empower Advisory Group
Connor Mcleod is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Securities LLC, The Haskell Company, and Deutsche Bank USA Core Corporation. Outside of finance, he owns and operates a landscaping business, Sunstate Professional 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 certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.
Eric H
Series 66, Series 63, Series 65
Glastonbury, CT
Empower Advisory Group
Eric Hunting is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at GWFS Equities, Prudential Investment Management Services, Pruco Securities, Global Portfolio Strategies, and the Prudential Insurance Company of America. 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 tied to Empower’s recordkeeping and administrative platforms.
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