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

Stephanie C

Series 66

Greenwood Village, CO

Empower Advisory Group

Stephanie Canales is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Fidelity Investments and Zillow 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 integrated model is 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.)
firm logo

Jonathan T

Series 63, Series 65, Series 66

Greenwood Village, CO

Empower Advisory Group

Jonny Triebell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies that address their unique needs. He utilizes Fidelity's planning tools and suite of offerings to support and empower clients in managing their personal and financial situations. Jonny's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant. Prior to that, he held various positions at Wells Fargo from 2017 to 2022, progressing from Teller to Senior Premier Banker. Outside of his professional work, Jonny has personal interests in movies, music, and reading.

Wealth management
user avatar
firm logo

Nicole G

Series 63, Series 66

Nashua, NH

Empower Advisory Group

Nicole Guarino is a financial advisor with Empower Advisory Group in Nashua, NH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She previously worked at GWFS Equities, Inc. and Fidelity Investments from 2015 to 2017. Outside of her advisory role, she owns and oversees operations at a family-owned deli and catering business. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account options 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

Daniel G

Series 66

Ponte Vedra Beach, FL

Empower Advisory Group

Daniel Goddard is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. 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 clients. The firm utilizes an integrated service model connected 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.)
user avatar
firm logo

Carter B

Series 66

Lubbock, TX

Empower Advisory Group

Carter Burns is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Empower Retirement. His background also includes roles outside of finance, such as positions at Pine Cove Christian Camps and Twisted Root Burger Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing 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.)
user avatar
firm logo

Ryan W

Series 63, Series 66

Conroe, TX

Empower Advisory Group

Ryan Woods is a financial advisor with Empower Advisory Group in Conroe, TX, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Empower Financial Services, Inc., Canto Software, and Northwestern Mutual among other firms. 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 connected 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.

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

Branden B

CFP®, Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Branden Borowiak is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Citizens Securities, Inc. Outside of his advisory work, he serves as Treasurer for the Secret Oaks Home Owners Association, managing financials and reporting for the community. 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 delivers integrated services linked to Empower’s 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.)
user avatar
firm logo

Christopher I

Series 65, Series 63

Melrose, MA

Empower Advisory Group

Christopher Indrisano is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His career includes roles at Empower Retirement, Beaumont Financial Partners, and John Hancock. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes 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

Theodore R

Series 63, Series 65

Traverse City, MI

Empower Advisory Group

Theodore Rammelkamp is a financial advisor with Empower Advisory Group in Traverse City, MI, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Bankers Life, Prudential Insurance, and Dr Pepper. He currently receives trailing commissions from previously sold business with no ongoing solicitation or servicing responsibilities. 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 delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

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

John B

Series 63, Series 66

Windsor, CT

Empower Advisory Group

John Basile is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and NYlife Securities LLC. Prior to his financial services career, he was employed at Verizon Wireless. 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 integrates its services 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

Adam C

CFP®, Series 63

Belmont, NC

Empower Advisory Group

Adam Curette is a CFP® with 17 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at The Vanguard Group, Inc. from 2008 to 2025. 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’s approach includes “point-in-time” financial plans and optional managed account solutions, delivered through integrated recordkeeping and administrative platforms.

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

John H

Series 66, Series 63, Series 65

Chicago, IL

Empower Advisory Group

John Hundley is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 66, Series 63, and Series 65 licenses and bringing 10 years of industry experience. His work history includes positions at GWFS Equities and several short-term roles across different industries prior to joining 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 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.)
user avatar
firm logo

William C

Series 66, Series 63

Cedar Rapids, IA

Empower Advisory Group

William Connelly is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Wells Fargo, Charles Schwab & Co., Inc., and TD Ameritrade. Early in his career, he was involved with the Boy Scouts of America. 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 uses 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.)
user avatar
firm logo

George R

Series 66

Oceanside, NY

Empower Advisory Group

George Russo Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked previously at firms including J.P. Morgan Securities and Prudential Investment Management Services. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, 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

Brian V

Series 66

Greenwood Village, CO

Empower Advisory Group

Brian Vance is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and previously worked at Personal Capital Advisors Corporation and Axa Advisors, LLC. 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 retail brokerage account holders. The firm’s integrated services emphasize 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

Megan A

CFP®, Series 63, Series 66

Houston, TX

Empower Advisory Group

Megan Assenmacher is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, Inc., having joined in 2023. Prior to that, she worked at Bank of America, N.A. and Merrill 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 Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model linked to its 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

Jan Michael V

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Jan Michael Villas is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including 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 retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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

Christopher H

Series 63, Series 65

Kansas City, MO

Empower Advisory Group

Christopher Hoppenthaler is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been advising at Asset Group LLC 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus 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.)
user avatar
firm logo

Jeffrey S

Series 65, Series 66, Series 63

Miami, FL

Empower Advisory Group

Jeffrey Spurling is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 65, Series 66, and Series 63 licenses. He has 24 years of industry experience, including roles at GWFS Equities, Select Quote, Premier Capital Advisors LLC, and Advisors Asset Management, Inc. 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’s approach integrates proprietary and third-party methodologies for long-term portfolio returns and is 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

David H

CFP®, Series 63

Cincinnati, OH

Empower Advisory Group

David Heald is a CFP® with eight years of industry experience, currently serving at Empower Advisory Group. His prior work includes roles at GWFS Equities, Jackson National Life, and the Department of Defense. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage account holders. The firm’s integrated approach emphasizes 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.)
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")