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Sean L

Series 66

Boyne Falls, MI

Empower Advisory Group

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Cuso Financial Services, Encore Financial, and Principal Securities. Outside of his advisory work, Sean co-owns an online retail store on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses 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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Andrew B

Series 66, Series 63

Richmond, VA

Empower Advisory Group

Andrew Beauvais is a financial advisor with Empower Advisory Group in Richmond, VA. He holds Series 63 and Series 66 licenses and has five years of industry experience, including roles at GWFS Equities, Inc., Alligator Soul, T. Rowe Price, and other employers. 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 certain retail brokerage account holders, delivering services through an integrated model 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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John R

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

John Rafferty is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 designations. He has two years of industry experience and previously worked at several firms, including Empower Financial Services, The Guild, and Bristol Seafood. 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 clients. 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 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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Paul B

Series 66, Series 63, Series 65

Manchester, CT

Empower Advisory Group

Paul Boilard is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 designations and over 31 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers 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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Robert D

Series 66

Raymore, MO

Empower Advisory Group

Robert Davies is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held various positions in the retail and hospitality sectors, including roles at La Nonna and Johnny's Tavern. 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 emphasizes long-term portfolio returns, annual rebalancing, and savings rates.

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

Series 63, Series 66

Green River, WY

Empower Advisory Group

Jennifer Drinkle is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at LPL Financial, J.W. Cole Financial, and Wells Fargo. She serves as a board member for Cowboys Against Cancer, a nonprofit organization. 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 offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, featuring 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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Dung H

Series 66

Alpharetta, GA

Empower Advisory Group

Dung Huynh is a financial advisor with Empower Advisory Group holding a Series 66 credential and has 15 years of industry experience. His prior roles include positions at Arete Wealth Advisors, Wealth Enhancement Group, and E*TRADE Capital Management. 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 account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated model 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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Casey P

Series 63, Series 65

Wichita, KS

Empower Advisory Group

Casey Patterson is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Empower Advisory Group, Casey worked at GWFS Equities, Inc., J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Cobiz Financial. Outside of his advisory role, he works as a DoorDash delivery driver during non-business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates 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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Jason S

Series 65, Series 63

Greenwood Village, CO

Empower Advisory Group

Jason Shimkos is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 65 and Series 63 credentials. In addition to his advisory role, he works as a line cook at Daughter Thai Kitchen and Bar. 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 emphasizes 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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Colin R

Series 63, Series 65

Cheyenne, WY

Empower Advisory Group

Colin Ryan is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower Retirement in 2021, he worked at Guardian Life Insurance, the University of Wyoming, and Xiant Technologies Inc. He is a limited partner in a family business that owns and rents office space to companies in the oil and gas industry. 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’s approach combines proprietary and third-party methodologies with integrated recordkeeping and administrative services.

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

CFP®, Series 66

Denton, TX

Empower Advisory Group

Ryan Marquez is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Empower Advisory Group LLC and Empower Financial Services Inc. since 2026, and previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as three years with Fidelity Brokerage Services LLC and one year with FIDELITY Personal and Workplace Advisors. 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 account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions 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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Joan C

CFP®, Series 63, Series 65

Bedminster, NJ

Empower Advisory Group

Joan Check is a CFP®-certified financial advisor with 22 years of industry experience. She is currently affiliated with Empower Advisory Group and has held prior roles at firms including Empower Retirement Services, Eagle Strategies LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as executrix for a personal estate and receives trailing commissions from a formerly operated property and casualty insurance agency. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm utilizes an integrated model tied 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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Steven F

Series 63, Series 66

Enfield, CT

Empower Advisory Group

Steven Filanowicz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Avantax Investment Services, Cetera Wealth Services, and Voya Financial Advisors. 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 financial planning approach.

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

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Donna Stumpp is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower, she spent eight years working with Denver Public Schools. She serves as treasurer for the Broomfield Bird Club, a community birding organization. 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, offering integrated services tied to recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its point-in-time planning service and serves a large participant base relative to its advisor headcount.

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

Series 63, Series 65

Altus, OK

Empower Advisory Group

Cameron Jeffares is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Greystar and Fairfield. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and 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 in its financial planning and offers 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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Alicia S

Series 63, Series 66

Arlington, WA

Empower Advisory Group

Alicia Sheppard is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Coastal Community Bank and Wells Fargo in various roles from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with retail brokerage and IRA 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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Jonathan F

Series 63, Series 66

Ft Wayne, IN

Empower Advisory Group

Jonathan Feola is a financial advisor with Empower Advisory Group in Ft Wayne, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at GWFS Equities, Inc. since 2017 and T Rowe Price Investment Services, Inc. from 2010 to 2016. Empower Advisory Group provides financial planning and investment management services mainly to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering 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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Sean R

Series 63, Series 66

Clive, IA

Empower Advisory Group

Sean Reddick is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Principal Financial Group and has experience in retail sales at The Buckle, Inc. 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 uses an integrated model connected 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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Colin D

Series 66, Series 63, Series 65

Olathe, KS

Empower Advisory Group

Colin Dawson is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been associated 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base through affiliations 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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Kevin T

Series 63, Series 66

Jersey City, NJ

Empower Advisory Group

Kevin Tapia is a financial advisor at Empower Advisory Group in Jersey City, NJ. He holds Series 63 and Series 66 credentials and joined Empower Financial Services, Inc. in 2024. Prior to his current role, he worked in window washing and in the valve and pump industry. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates in their planning approach.

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