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Sergey K

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Sergey Kouprievitch is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Robinhood Markets, Inc., Charles Schwab & Co., Inc., and Westerra Credit Union. 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, delivering services through an integrated platform aligned with Empower’s recordkeeping and administrative systems.

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

Series 65

Greenwood Village, CO

Empower Advisory Group

Danielle Kennett is a Series 65 credentialed financial advisor at Empower Advisory Group with 12 years of industry experience. Her prior roles include positions at Personal Capital and Fisher Investments. 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 emphasizes long-term portfolio returns and annual rebalancing in its financial planning, serving a large participant base through a model closely connected with affiliated Empower entities.

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

Series 66

Killeen, TX

Empower Advisory Group

Isaiah Birkel is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life & Casualty Company and Royal Norte Advisors. He has also been involved with Delivering Delights LLC. 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 brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and 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.)
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Matthew T

Series 66

Alexander, AR

Empower Advisory Group

Matthew Thompson is a Series 66-licensed financial advisor at Empower Advisory Group with one year of industry experience. His prior work includes roles at Ameriprise, AGIA, Valic Financial Advisors, and Fis. 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’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates over short-term forecasts.

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

Series 63, Series 65

Holmdel, NJ

Empower Advisory Group

Michael Koutsoudakis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Paulson Investment Advisors LLC, Paulson Investment Company, LLC, 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 Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates financial planning with 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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Stephen G

CFP®, Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Stephen Gannon is a CFP® professional with 27 years of experience in the financial industry. He is currently with Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation, Fifth Third Securities, and SunTrust. 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 connected 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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Jahangir K

Series 66

Dothan, AL

Empower Advisory Group

Jahangir Khan is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones, the FSU Foundation, Seminole Boosters, Ohio University, and IBEX Global. He is based in Dothan, Alabama. 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 tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Doctor or Medical Professional
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Russell B

Series 66, Series 63

Saint John, FL

Empower Advisory Group

Russell Bilsky is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at firms including Fidelity Investments and Charles Schwab & Co., Inc. 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 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.)
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Anthony M

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Anthony Montoya is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gwfs Equities, Inc. since 2016. Montoya also operates The Montoya Agency and has affiliations with Allstate Insurance Company and the National Guard. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s integrated model combines proprietary and third-party methodologies with services 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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Keon S

Series 66, Series 63

Boston, MA

Empower Advisory Group

Keon Songui Samuel is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Empower Retirement and several companies outside the financial sector such as Instacart, Shipt, and Wag Labs. 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 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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Joel A

Series 66, Series 63

Muskegon, MI

Empower Advisory Group

Joel Austin is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at PNC Financial Services Group and Empower Financial Services, Inc. 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 delivers services through an integrated model connected to 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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Catherine P

Series 65, Series 63

Clarksburg, WV

Empower Advisory Group

Catherine Preston is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at the West Virginia State Auditor’s Office for twelve years. She serves as a board member of the Clarksburg League for Service and as board president of Harrison County CASA, an organization advocating for children in the foster care system. 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 proprietary planning methodologies and manages a large participant base with relatively high client-to-advisor ratios.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Michael Geraghty Jr. is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities Inc., Fidelity Investments, and Fidelity Personal and Workplace Advisors. 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 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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Ryan S

Series 66, Series 63

Olathe, KS

Empower Advisory Group

Ryan Schweiger is a financial advisor with Empower Advisory Group in Olathe, KS, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked at GWFS Equities, Inc. since 2015 and joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail account holders. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, delivering 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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Trace J

Series 63, Series 65

Mobile, AL

Empower Advisory Group

Trace Jordan is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank, NYLIFE Securities LLC, New York Life Insurance Company, and several universities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and retail brokerage clients. The firm’s integrated model supports point-in-time financial plans and managed account solutions, with a focus on long-term portfolio returns and client saving rates.

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

Series 65, Series 63

Anchorage, AK

Empower Advisory Group

Seth Belt is a financial advisor with Empower Advisory Group in Anchorage, AK. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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 in its financial planning, serving a large client 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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Matthew M

Series 63, Series 65, Series 66

Hunt Valley, MD

Empower Advisory Group

Matthew Mc Osker is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 28 years before joining Empower Retirement in 2021. 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within a model integrated 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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Justin D

Series 63, Series 66

Center Rutland, VT

Empower Advisory Group

Justin Davis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at M&T Bank, Bank of America, and as a self-employed professional. Outside of advising, he is involved with the Precision Cheer Allstars Booster Club as a board member, helping with its formation and fundraising efforts. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through single “point-in-time” financial plans and optional managed accounts.

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

Series 63, Series 66

McKinney, TX

Empower Advisory Group

Belema Dyegh is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC. 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 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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Matthew S

Series 66

Jacksonville, FL

Empower Advisory Group

Matthew Surrency is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill for 13 years before joining Empower Advisory Group and Empower Financial Services in 2026. 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 offers an integrated service model 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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