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

Caitlin T

Series 66, Series 63

Fort Myers, FL

Empower Advisory Group

Caitlin Thompson is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and Hudson Valley Credit Union. Before entering finance, she worked at Springbrook Hollow Farm Distillery and the Plattekill Public Library. 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 emphasizes long-term portfolio returns, annual rebalancing, 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.)
user avatar
firm logo

Jeffery F

Series 66, Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Jeffery Favati is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63, 65, and 66 licenses and five years of industry experience. Prior to joining Empower Retirement in 2020, he worked at AV8 Group, Astrodyne International, CT Aerospace, and C&L Aerospace. Outside of advisory work, he occasionally works as a bartender for catering events. 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. The firm employs an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering single 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

Daniel G

CFP®, ChFC®, Series 66

Solon, OH

Empower Advisory Group

Daniel Goldfarb is a CFP® and ChFC® with 19 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Personal Capital Advisors Corporation, LPL Financial, and Planned Financial Services. Outside of his advisory work, he serves as Secretary on the Board of Directors for the Solon Chamber of Commerce and is the founder of College Consultants Group, an education consulting business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and 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

Paul M

Series 63, Series 66

Paramus, NJ

Empower Advisory Group

Paul Meyer is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Citigroup. He serves as a board member of CarePlus NJ, a foundation focused on assisting individuals with mental health, substance abuse, and psychiatric care, where he helps allocate funds and supports fundraising efforts. 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 delivers services through an integrated model linked 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

Marcel D

CFP®, Series 63

Tampa, FL

Empower Advisory Group

Marcel Du Mont is a CFP® with 12 years of industry experience, currently advising at Empower Advisory Group since 2025. Prior to this, he worked at Fisher Investments for five years and The Vanguard Group for six years. He spent one year in extended travel between his roles at these firms. 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 service model emphasizes long-term portfolio returns and annual rebalancing, delivering planning and managed account solutions 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

Brad H

Series 66, Series 63

Schertz, TX

Empower Advisory Group

Brad Holtzclaw is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab for eight 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 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

Adrian P

Series 63, Series 65

Charlotte, NC

Empower Advisory Group

Adrian Potts is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Principal 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 utilizes an integrated model linked 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

Clayton D

Series 65, Series 63

Meridian, ID

Empower Advisory Group

Clayton De Haas is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at RW Investment Management, Bank of America, Merrill, and Charles Schwab. Outside of financial services, he has been involved with The Collector's Outpost for six 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 clients. The firm emphasizes long-term portfolio returns through integrated services linked 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 B

Series 63, Series 66

Jacksonville, FL

Empower Advisory Group

Kyle Brown is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, Bank of America, 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 clients, operating 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

Jared B

CFP®, Series 66, Series 63

Greenville, SC

Empower Advisory Group

Jared Bovinet is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. His prior roles include positions at Western & Southern Life and Fidelity Investments. He also holds a staff manager role at Western & Southern Life in Greenville, SC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services are integrated 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

Paul A

Series 63, Series 66

Overland Park, KS

Empower Advisory Group

Paul Armenta is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has worked at Empower Advisory Group since 2024 and has also been associated with Gwfs Equities, Inc. since 2014. 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 integrated service model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, 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

Tyler S

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Tyler Schall is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 licenses and also works as a licensed insurance agent in Tennessee. His prior experience includes roles at Star Wealth Advisors, UWC Wealth Management, and CoreCap Advisors, among others. 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 tied 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.)
user avatar
firm logo

Eric A

Series 66

Dubuque, IA

Empower Advisory Group

Eric Amberg is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s 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

Joshua R

Series 66

Woodbury, MN

Empower Advisory Group

Joshua Rodgers is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services and Securian Financial Services. 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 savings rates through its “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.)
user avatar
firm logo

Joseph R

Series 63, Series 65

Brooklyn, NY

Empower Advisory Group

Joseph Ruiz is a financial advisor with Empower Advisory Group in Brooklyn, NY, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at GWFS Equities, Inc. and New York Life Insurance Company. Ruiz is not personally involved in his family’s real estate business, though he discloses the relationship due to joint tax filing. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and managed account options.

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

Abhiram K

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Abhiram Killamsetty is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations. He has less than one year of industry experience and previously worked at several firms including Costa Norte & Co and Florida Financial Advisors. Outside of advisory roles, he has experience with Salus Digital LLC and has held academic positions at the University of Colorado Boulder. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers integrated planning and 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

Justin B

Series 63, Series 65

Statesville, NC

Empower Advisory Group

Justin Baldwin is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Empower Advisory Group, Baldwin worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience in both educational and retail sectors. 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

Robert E

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Robert Einspahr is a financial advisor at Empower Advisory Group with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing, delivering services that align closely 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

Michael M

Series 63, Series 66

Wake Forest, NC

Empower Advisory Group

Michael Montalvo is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, PRIOR2IPO, Bank of America, Merrill, and Valic Financial Advisors. 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 account holders. The firm’s integrated service model emphasizes long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

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

Kevin M

Series 66, Series 63

Norton, MA

Empower Advisory Group

Kevin Mc Rae is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at Voya Financial Advisors and Citizens Securities, Inc. 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 tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and offers managed account solutions alongside point-in-time financial plans.

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")