Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Valarie H

Series 66, Series 63

Fallon, NV

Empower Advisory Group

Valarie Hennessy is a financial advisor with Empower Advisory Group in Fallon, NV, holding Series 63 and Series 66 licenses and having three years of industry experience. She has worked at Empower Advisory Group and Empower Financial Services since 2025, with prior roles at Liberty Military Housing and Wells Fargo. Outside of her advisory work, she serves as an administrator for her grandmother’s estate. 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 offers point-in-time financial plans and optional 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.)
user avatar
firm logo

Jeremiah R

Series 66

Cumming, GA

Empower Advisory Group

Jeremiah Rauwolf is a Series 66-licensed financial advisor at Empower Advisory Group with experience in various business roles since 2015, including positions at Prime Short Term Credit and DCPR, a nonprofit organization. He joined Empower Financial Services, Inc. in 2024. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms.

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

Thomas B

Series 66

Monroe City, IN

Empower Advisory Group

Thomas Barmes is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. He previously worked for US Balance/Awesome Wholesale for 11 years. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms 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.)
user avatar
firm logo

Christian K

Series 66

Laguna Niguel, CA

Empower Advisory Group

Christian Knauer is a financial advisor with Empower Advisory Group, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Bank of America, Merrill, JP Morgan Chase, and The Ritz-Carlton in Laguna Niguel. 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 delivers integrated services that focus on long-term portfolio returns and client savings rates within a framework closely tied to Empower’s administrative platforms.

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

Kyle M

Series 66

Sykesville, MD

Empower Advisory Group

Kyle Miller is a Series 66-licensed financial advisor with nine years of industry experience, currently with Empower Advisory Group. His prior roles include positions at GWFS Equities, Bank of America, Merrill, and Insight Global. 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 integrates its services with 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.)
user avatar
firm logo

Caleb M

Series 66, Series 63

Humansville, MO

Empower Advisory Group

Caleb Millsap is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Empower Financial Services, Bank of America, TD Ameritrade, Bountiful Enterprises, and American Express. 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. The firm’s services focus on integrated financial planning and managed account solutions, leveraging proprietary and third-party methodologies within a large-scale platform.

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

Nathaniel D

Series 66, Series 63

Easthampton, MA

Empower Advisory Group

Nathaniel Danforth is a financial advisor with Empower Advisory Group in Easthampton, MA. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Empower Advisory Group, he worked at KeyBank and Infinex Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning approach.

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

Daniel H

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Daniel Hamilton is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Personal Capital Advisors Corporation, JP Morgan Securities LLC, JP Morgan Chase Bank, Fisher Investments, Strategic Advisers Inc, and Fidelity Investments. Outside of advising, he is a co-founder of Pure Pet Extracts, a company specializing in pet wellness products. 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 delivers point-in-time financial plans and optional 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.)
user avatar
firm logo

Tara V

Series 66

Gig Harbor, WA

Empower Advisory Group

Tara Voorhies is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. She has worked at firms including Merrill and Wells Fargo, and currently advises at Advised Assets Group, LLC and GWFS Equities, 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 offers integrated services that focus on long-term portfolio returns 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.)
user avatar
firm logo

Sandra Nicole T

Series 66, Series 63

San Diego, CA

Empower Advisory Group

Sandra Nicole Tucker is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for three years. 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 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.)
user avatar
firm logo

Hernando P

Series 66, Series 63

Charlotte, NC

Empower Advisory Group

Hernando Pulido is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include positions at Wells Fargo and New York Life Insurance Company. 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’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans focused on long-term portfolio returns and savings rates, offering both standalone plans and optional managed account solutions.

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

Kassidy H

Series 66

Henderson, NV

Empower Advisory Group

Kassidy Hannan is a financial advisor at Empower Advisory Group with a Series 66 designation and approximately one year of industry experience. Prior to joining Empower Advisory Group, Hannan held roles at Empower Retirement, Goodleap, Elevation Solar, Elite Solar Concepts, and Discover Financial Services. Hannan also had a brief involvement with Make-A-Way Transportation. 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 account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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

Andrew E

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Andrew Eldridge is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at GWFS Equities, Inc. and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers an integrated service model linked 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.)
user avatar
firm logo

Nicholas C

Series 63, Series 66

Portland, OR

Empower Advisory Group

Nicholas Carter is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, J.P. Morgan Securities, and New York Life Insurance Company. 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, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

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

Jennifer M

Series 63, Series 66

Cary, IL

Empower Advisory Group

Jennifer Merida is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including 818 Capital Group, Money Concepts Capital Corp., ADP, and BMO Harris Financial Advisors. Outside of her advisory role, she is a 2% owner and performs back-office work for Kaidence Chiropractic & Wellness, a business owned by her husband. 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 integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

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

Stephanie N

Series 66

Ponte Vedra, FL

Empower Advisory Group

Stephanie Naylor is a financial advisor with Empower Advisory Group in Ponte Vedra, FL, holding a Series 66 designation and 17 years of industry experience. She has worked previously at Bank of America, N.A., Merrill, Advised Assets Group, LLC, and GWFS Equities, 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 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.)
user avatar
firm logo

Jorge G

Series 63, Series 66

Converse, TX

Empower Advisory Group

Jorge Garcia Rico is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked at firms including Bank of America, Merrill, Fidelity Investments, and J.P. Morgan. 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 retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses 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.)
user avatar
firm logo

Marc D

Series 63, Series 65, Series 66

Scottsdale, AZ

Empower Advisory Group

Marc Delphine is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His previous roles include positions at GWFS Equities, Prudential Investment Management Services, and Edward Jones. Outside of advising, he serves as an adjunct professor at Grand Canyon University, teaching basic economics, and is involved in entrepreneurial activities related to botanical and CBD products. 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 emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.

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

Thomas L

Series 66

Bristol, CT

Empower Advisory Group

Thomas Lombardi is a financial advisor at Empower Advisory Group with a Series 66 designation. He has worked in the financial industry since 2022, including roles at Empower Financial Services, Carson Wealth, and Pension Consultants Inc. Outside of finance, he was involved with the U.S. Soccer Association for ten years. 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 account holders. The firm offers integrated services through proprietary and third-party planning tools and emphasizes long-term portfolio returns and client savings rates.

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

Ann D

Series 63, Series 65

McCorsdville, IN

Empower Advisory Group

Ann Davis is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, JPMorgan Securities LLC, JPMorgan Chase Bank N.A., and Fifth Third Securities. 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 model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")