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Matthew M

Series 66

San Tan Valley, AZ

Empower Advisory Group

Matthew Marble is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked in law enforcement with the Chandler and Arvada police departments. Outside of finance, he has held various roles including driving for Uber and employment in industrial construction and party event services. 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 clients. The firm delivers integrated services linked 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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William S

Series 66

Jacksonville, FL

Empower Advisory Group

William Sanford 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 Merrill, Bank of America, GWFS Equities, and Advised Assets Group. 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, 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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Wesley D

Series 66

Orange Park, FL

Empower Advisory Group

Wesley Dabu is a financial advisor with Empower Advisory Group in Orange Park, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Bank of America and Merrill from 2014 to 2022. 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. 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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Scott F

Series 66, Series 63

Lords Valley, PA

Empower Advisory Group

Scott Fonner is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. His prior work experience includes roles at Empower Financial Services, Charles Schwab & Co., Guild Mortgage, and USAA FSB. 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 planning and managed account solutions within its proprietary recordkeeping and administrative platforms.

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

Series 63, Series 65

Midvale, UT

Empower Advisory Group

Trevor Wetzel is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with 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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Andrew W

CFP®, Series 63, Series 65

Needham, MA

Empower Advisory Group

Andrew Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at GWFS Equities, Keller Williams, Redfin Real Estate, Compass Real Estate, and Fidelity Brokerage Services. 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 clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions.

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

Series 63, Series 65

Lancaster, PA

Empower Advisory Group

Eric Napp is a financial advisor with Empower Advisory Group in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at GWFS Equities, INC since 2012. 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 utilizes 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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Alex L

Series 66, Series 63

Goffstown, NH

Empower Advisory Group

Alex Lapointe is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. and operated The Blue Moose Cafe for seven 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 select retail brokerage clients. The firm offers financial planning through an integrated model that 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.)
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Stephen N

CFP®, Series 63, Series 66

Clayton, GA

Empower Advisory Group

Stephen Nash is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Empower Advisory Group and previously worked at TIAA and TIAA-CREF for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates, 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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Samantha H

Series 66

Greenwood Village, CO

Empower Advisory Group

Samantha Harrison is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Personal Capital Advisors Corporation and Merrill, as well as Bank of America. 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’s approach integrates financial planning and managed account solutions 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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Matthew M

Series 66

Arlington, VA

Empower Advisory Group

Matthew Mc Leod 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 Janney Montgomery Scott and other financial firms. Outside of his advisory work, he is a publisher with Warszawska Firma Wydawnicza in Poland and owns Sweet Boy Bakery, a home baking business in Arlington, VA. 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, using an integrated model connected 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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Carlos L

Series 66, Series 63

Victorville, CA

Empower Advisory Group

Carlos Leon is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at GWFS Equities, Inc., JPMorgan Securities LLC, and JPMorgan Chase Bank. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and is closely 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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Brett D

Series 63, Series 66

Amesbury, MA

Empower Advisory Group

Brett Dalton is a financial advisor with Empower Advisory Group in Amesbury, MA, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at GWFS Equities and positions in the food service industry. 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 account holders, offering 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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Cody W

Series 66

Kirksville, MO

Empower Advisory Group

Cody Weichelt is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Truman State University and A.T. Still University and spent twelve years at Hy-Vee. 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 utilizes an integrated model tied 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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Courtney C

Series 66

Upper Marlboro, MD

Empower Advisory Group

Courtney Cain is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments, Citi, Amazon, Booz Allen Hamilton, 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 to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and focus 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.)
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Philip S

Series 66

Durham, NC

Empower Advisory Group

Philip Shelton is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. 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 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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Jonah C

Series 65, Series 66

Greenwood Village, CO

Empower Advisory Group

Jonah Caldwell is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Advised Assets Group, LLC since 2021 and Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management 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 savings rates in its financial 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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Mindy M

Series 66

Grand Rapids, MI

Empower Advisory Group

Mindy Minarik Prins is a financial advisor with Empower Advisory Group, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Principal Life Insurance Company, as well as a lengthy tenure at Macatawa Bank. She is based in Grand Rapids, MI. 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, 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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Zachary R

Series 66

Worcester, MA

Empower Advisory Group

Zachary Rome is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. Prior to joining Empower Financial Services, he held roles at American Answers INC, Assurance IQ, Tranzact, and Ehealth Insurance. 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 emphasize long-term portfolio returns and annual rebalancing, delivered through an integrated model connected 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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Daniel M

Series 66

Bend, OR

Empower Advisory Group

Daniel Martin is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and in real estate with Oregon NW Realty and Keller Williams Realty Central Oregon. 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 approach incorporates proprietary financial planning tools and optional managed accounts within Empower’s administrative platform.

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