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Dawne W

Series 66

Greenwood Village, CO

Empower Advisory Group

Dawne Waltz is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at T. Rowe Price. 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 account holders. 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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Christopher S

Series 63, Series 65

Plainfield, IN

Empower Advisory Group

Christopher Smail is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gwfs Equities, Inc. since 2016. Outside of his advisory role, he has been a freelance musician for over 25 years, performing and recording as a singer and guitarist. 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, 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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Julian C

Series 66

Stamford, CT

Empower Advisory Group

Julian Carnevale is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Before joining Empower, he worked at Equitable Advisors, LLC, and has involvement as co-owner of Bet Bot Sports Genie AI LLC, a business unrelated to investment services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with scalable planning and managed account solutions.

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

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Leslie Sandusky III is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. Outside of his advisory role, Leslie is a partner in a cryptocurrency mining venture. 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’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates 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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Cameron P

Series 66

Weatherford, OK

Empower Advisory Group

Cameron Page is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mass Mutual, Equitable Advisors, Cetera Investment Services, and Edward Jones. Outside of finance, he operated Cameron's Lawn Service for three years. 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 emphasizes long-term portfolio returns through integrated planning and managed account solutions 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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Monica F

Series 63, Series 65

Norfolk, MA

Empower Advisory Group

Monica Feyock is a financial advisor with Empower Advisory Group based in Norfolk, MA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at SmartBear Software LLC and Gwfs Equities, Inc. 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 integrated services linked to Empower’s recordkeeping and administrative platforms, with an investment approach that emphasizes long-term portfolio returns and regular rebalancing.

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

Series 63, Series 65

Richmond, VA

Empower Advisory Group

Aleeyah Richie is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of financial services, she is involved in residential real estate through ownership of Titan-X Properties LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base with 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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Alexandra M

Series 66

Laredo, TX

Empower Advisory Group

Alexandra Melo Saldana is a financial advisor with Empower Advisory Group in Laredo, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Faro Wealth for two years and spent five years with United Independent School District before entering the financial services field. 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 and annual rebalancing.

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

Series 66

E Rancho Dominguez, CA

Empower Advisory Group

Jocelyn Lua is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for a total of seven years prior to joining Empower. 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 through 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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Logan H

Series 63, Series 66

Cramerton, NC

Empower Advisory Group

Logan Haga is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and J.P. Morgan Securities. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates.

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

Series 66

North Salt Lake, UT

Empower Advisory Group

Corey Conway is a Series 66-licensed financial advisor with Empower Advisory Group in North Salt Lake, UT, and has four years of industry experience. He previously worked at Wells Fargo for six years and has held roles at JPMorgan Chase Bank and J.P. Morgan Securities. 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’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services within an affiliated platform structure.

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

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Joshua Vanderschuere is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at GWFS Equities and Denver Public Schools. Outside of his advisory work, he owns and manages a small rental property through Hudson2931 LLC. 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’s approach focuses 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.)
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Ashley C

Series 66, Series 63

Richmond, TX

Empower Advisory Group

Ashley Coffman is a financial advisor with Empower Advisory Group in Richmond, TX, holding Series 63 and Series 66 designations and three years of industry experience. Prior roles include positions at TD Ameritrade, Charles Schwab & Co., Inc., and Regions Bank. 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, using an integrated model 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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Eric R

Series 66

Gatesville, TX

Empower Advisory Group

Eric Reese is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Signator Investors, Inc. Outside of financial services, he owns and operates Reese Athletic's, a personal training business serving high school, college athletes, and individuals. 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 is tied to Empower’s recordkeeping and administrative platforms and emphasizes 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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Steven H

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Steven Hagedon is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Brokerage Services LLC and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm integrates its advisory 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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Eleisha M

Series 66, Series 63

Houston, TX

Empower Advisory Group

Eleisha Marzetta is a financial advisor with Empower Advisory Group in Houston, TX. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior roles include positions at Amerant Bank, Keller Williams - Remax Gen, and Comerica Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services 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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David E

CFP®, Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

David Evans is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Empower Advisory Group and has previously held roles at Personal Capital Advisors Corporation, E*TRADE Securities LLC, and Scottrade Inc. 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 services feature a “point-in-time” planning approach focused on long-term portfolio returns and annual rebalancing, delivered through 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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Cameron A

Series 63, Series 65

Dorchester, MA

Empower Advisory Group

Cameron Aleksa is a financial advisor with Empower Advisory Group based in Dorchester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Putnam Investments, as well as an academic position at the University of Massachusetts Lowell. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates 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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Jack C

Series 65, Series 63

Greenwood Village, CO

Empower Advisory Group

Jack Chase is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Empower Financial Services, EXDO Properties, SciLogis, and Cushman and Wakefield. 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, 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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Shane M

Series 65, Series 63

Coatesville, PA

Empower Advisory Group

Shane Martin is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at firms including Thrivent Financial and Transamerica Financial Advisors. Outside of his advisory work, Martin has worked as a runner for production teams at Rock Lititz, a venue supporting musicians and stage construction. Empower Advisory Group provides financial planning and investment management services primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third‑party planning methodologies with recordkeeping and administrative platforms, focusing on long‑term portfolio returns and annual rebalancing within plan‑sponsor chosen investment lineups.

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