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Teresa H

Series 66, Series 63

Manchester, CT

Empower Advisory Group

Teresa Holder is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Prudential Investment Management Services LLC and Prudential Insurance Co. of America. 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 clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client 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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Jacob R

Series 63, Series 65

Brookfield, WI

Empower Advisory Group

Jacob Rabay is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Northwestern Mutual and Annex Wealth Management. He serves on the board of directors for Parents Place, 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 certain retail clients. The firm delivers 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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Barrett V

Series 66

Orem, UT

Empower Advisory Group

Barrett Vaughan is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group, joining in 2026 after prior roles at E*Trade Securities and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated model aligned with Empower’s administrative platforms.

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

Series 66

Myrtle Beach, SC

Empower Advisory Group

Timothy Bazinet is a financial advisor at Empower Advisory Group with a Series 66 credential. He has over 15 years of prior work experience primarily outside the financial advisory industry, including a lengthy tenure at Myrtle Beach Kia. Bazinet joined Empower Advisory Group and Empower Financial Services, Inc. in 2025. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivering services through platforms tied to recordkeeping and administration.

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

Series 63, Series 66

Shorter, AL

Empower Advisory Group

Traci Segrest is a financial advisor at Empower Advisory Group with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience with GWFS Equities, Inc, UBS Financial Services, and Morgan Stanley. 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 integrated service model is closely 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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Ronald S

Series 63, Series 65, Series 66

Corona, CA

Empower Advisory Group

Ronald Savageau is a financial advisor with Empower Advisory Group in Corona, CA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. He previously worked at Nationwide Investment Services Corporation from 2011 to 2022 before joining Empower Financial Services, Inc. in 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates 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.)
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Christopher W

Series 63, Series 65

Noblesville, IN

Empower Advisory Group

Christopher Williams 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 GWFS Equities, Inc. since 2013 and at PNC Bank and PNC Investments since 2009. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, with recommendations generally made 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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Linda M

Series 66, Series 63

Portsmouth, RI

Empower Advisory Group

Linda Maggio is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 14 years of industry experience. Her previous roles include positions at GWFS Equities, Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. She serves as a board member and treasurer of the Upper Arlington Ice Hockey Association and is involved with Ohio State University’s Nisonger Center as an instructor and certified trainer for developmental disabilities programs. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to 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.)
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Omar N

Series 66

Surprise, AZ

Empower Advisory Group

Omar Nevarez is a financial advisor with Empower Advisory Group in Surprise, AZ, holding a Series 66 designation. He has experience at Charles Schwab & Co., Inc. and Discover Financial Services, with a total of eight years in the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through 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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Choyce L

Series 66, Series 63

Saint Augustine, FL

Empower Advisory Group

Choyce La Rue is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Empower, La Rue held positions at Civista Bank and Thermo Fisher Scientific, among others. La Rue also serves as the volunteer Treasurer for St Johns County Fire Rescue Cadet Post 343, a nonprofit supporting young adults pursuing careers in fire and rescue services. Empower Advisory Group provides financial planning and investment management primarily for employer‑sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services integrate proprietary and third‑party planning tools 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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Maria M

Series 66, Series 65

Clark Summit, PA

Empower Advisory Group

Maria Montenegro is a financial advisor with Empower Advisory Group in Clark Summit, PA, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at GWFS Equities, Prudential Investment Management Services, Prudential Insurance Company of America, and PNC Bank. Outside of her advisory work, she serves as president of K & M Sales, Inc., a non-stocking supplier of plumbing and heating supplies. 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 services through an integrated 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.)
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Alexander F

CFP®, Series 66

Greenwood Village, CO

Empower Advisory Group

Alexander Falloon is a CFP® with 12 years of industry experience, currently practicing at Empower Advisory Group. He has worked at GWFS Equities, Inc. since 2019 and previously spent three years with Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. 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’s services are integrated with Empower’s recordkeeping and administrative platforms, emphasizing 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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Pablo B

Series 66, Series 63

Kansas City, MO

Empower Advisory Group

Pablo Berrio is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and two years of industry experience. His work history includes roles at Empower Financial Services and other firms in various industries. 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 approach.

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

Series 66, Series 63

Scotts Valley, CA

Empower Advisory Group

Kyle Certo is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Empower Advisory Group since 2025, following roles at GWFS Equities, Inc., Xactly Corp., and Proofpoint Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large client base relative to its advisor count.

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

Series 66

Dupont, WA

Empower Advisory Group

Alexander Norkus is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with firms including Advised Assets Group, LLC, GWFS Equities, Inc., and T. Rowe Price. His background also includes roles outside of financial services, such as time with the US Army National Guard and Clemson University. He is currently with Empower Advisory Group, which provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within 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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Brian S

Series 63, Series 66

Leland, NC

Empower Advisory Group

Brian Sierer is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at T. Rowe Price for 10 years before joining Empower in 2025. 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’s approach integrates proprietary and third-party methodologies, focusing on long-term portfolio returns and clients’ 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.)
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Clayton B

Series 63, Series 65

North Charleston, SC

Empower Advisory Group

Clayton Brumbaugh is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance, Wells Fargo, Baltimore County Government, and Virginia Wesleyan University. Empower Advisory Group serves primarily employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected 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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Rocco A

Series 63, Series 65

Somerset, NJ

Empower Advisory Group

Rocco Attanasio is a financial advisor with Empower Advisory Group in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Gwfs Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. 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 connected to Empower’s recordkeeping 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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David B

Series 65, Series 63

Medfield, MA

Empower Advisory Group

David Boxmeyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC and Fidelity Investments for a combined total of 21 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’s integrated approach aligns with Empower’s administrative platforms and focuses 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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Brandon F

Series 65, Series 63

Greenwood Village, CO

Empower Advisory Group

Brandon Frank is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo bank and Wells Fargo Clearing prior to joining Empower. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focused 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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