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Brian N

Series 63, Series 65

Reading, MA

Empower Advisory Group

Brian Newbold is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Empower Retirement since 2019, following a nine-year tenure at John Hancock. 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 financial planning approach.

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

Series 66

Chicago, IL

Empower Advisory Group

Justin Palett is a financial advisor with Empower Advisory Group in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, Wells Fargo Advisors, and Tiaa. 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 clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

Series 63, Series 65, Series 66

North Conway, NH

Empower Advisory Group

James Mac Millan is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at 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 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 and 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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Cynthia M

Series 66

Corpus Christi, TX

Empower Advisory Group

Cynthia Middleton is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds the Series 66 designation and has previously worked with firms including Bank of America, Merrill, Prosperity Bank, Raymond James Financial Services, and Wells Fargo Clearing. 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 uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans along with optional managed account solutions.

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

CFP®, Series 65

Springdale, AR

Empower Advisory Group

Louis Newman is a CFP® and holds a Series 65 license with 10 years of experience in the financial advisory industry. He is currently with Empower Advisory Group and has prior experience at Personal Capital Advisors Corporation and United Capital Financial Advisers, 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 clients. The firm’s integrated model links services 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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Shannon D

Series 63, Series 65

Brandon, MS

Empower Advisory Group

Shannon Dyse is a financial advisor at Empower Advisory Group with 10 years of experience in the industry. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2015. Outside of advising, she is the owner of Wood Squared LLC, a real estate investing business focused on purchasing, rehabilitating, and selling homes in underserved communities. 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 clients. The firm offers integrated services 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.)
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George D

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

George Demetrion is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has advised Assets Group LLC since 2002. Outside of finance, he owns George Demetrion Photography, specializing in event and portrait photography for nonprofit, pageant, and sporting events. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated solutions linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

Series 65, Series 63

Lantana, FL

Empower Advisory Group

Simon Korby is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials. He has recently begun his career in the financial industry, joining Empower in 2026 after previous roles at Florida Financial Advisors and outside the financial sector. 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 linked to Empower’s recordkeeping and administrative platforms. The firm 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.)
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Kevin P

Series 63, Series 65

Maumee, OH

Empower Advisory Group

Kevin Pietro is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 designations. He has six years of industry experience, including prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, he operates an e-commerce business as a sole proprietor on eBay. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm emphasizes long-term portfolio returns and 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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Carlo F

Series 63, Series 66

Concord, NH

Empower Advisory Group

Carlo Follo is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Gwfs Equities, Inc. since 2011. 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 offers services through an integrated model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Tonya Richards is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding a Series 66 designation and 22 years of industry experience. She has worked at Empower Retirement since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning services and serves a large participant base through a high client-to-advisor ratio.

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

CFP®, Series 66

Dayton, OH

Empower Advisory Group

Brent Dube is a CFP® with seven years of experience in financial services, currently with Empower Advisory Group since 2023. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. Outside of his advisory role, he serves on the finance committee for Big Brothers Big Sisters of Miami Valley and is involved with Liberty Baptist Church in Beavercreek, OH. He also owns BD's Property Services, a property maintenance and repair business. 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 integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

Series 63, Series 65

Camp Hill, PA

Empower Advisory Group

Colton Comstock is a financial advisor with Empower Advisory Group in Camp Hill, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Efs, Inc and GWFS Equities, 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 certain IRA and retail brokerage clients. The firm uses an integrated 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.)
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Jonathon Z

Series 66, Series 63

San Marcos, TX

Empower Advisory Group

Jonathon Zambrano is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to his advisory role, he worked in various positions including as an apprentice electrician and an Uber Eats delivery driver. 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, offering 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.)
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Justin H

Series 63, Series 65

Beaver Dam, WI

Empower Advisory Group

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous work includes roles at Empower Retirement, the Hoffman Family business, and Little Blossoms Preschool. 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, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

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

Series 63, Series 66

Mexia, TX

Empower Advisory Group

John Leyendecker is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. In addition to his advisory role, he is involved seasonally in a family-owned jewelry business. 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 tied 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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Spencer B

CFP®, Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Spencer Brown is a CFP® professional at Empower Advisory Group with 12 years of industry experience. His prior roles include positions at LPL Financial and BOK Financial Securities, Inc. He is based in Greenwood Village, CO. 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 services emphasize long-term portfolio returns and savings rates, delivered through 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.)
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Sifredo A

Series 63, Series 65

Westlake, FL

Empower Advisory Group

Sifredo Asencio is a financial advisor with Empower Advisory Group in Westlake, FL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior work includes roles at Gwfs Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. 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 selected retail brokerage clients. 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.)
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Michelle W

Series 63, Series 65

Houston, TX

Empower Advisory Group

Michelle Wilburn is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Valic Financial Advisors for eight years and has been with Empower-related firms since 2023. Wilburn is also involved with Catbirds, a business she has been connected to for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

CFP®, Series 63, Series 65

Richmond, TX

Empower Advisory Group

Sean Power is a CFP® with 23 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc. since 2025. His prior experience includes roles at The Vanguard Group and Charles Schwab. 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 offers integrated services aligned with Empower’s 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.)
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