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Keri S

Series 66

Jacksonville, FL

Empower Advisory Group

Keri Shaw is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Wells Fargo. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused 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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Raena S

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Raena Sword is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price and Progressive Insurance. Outside of her advisory role, she is a licensed barber, providing barbering services on a part-time basis. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, delivering services through an integrated platform connected to 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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Christopher B

Series 66

Tulsa, OK

Empower Advisory Group

Christopher Brown is a financial advisor with Empower Advisory Group in Tulsa, OK. He holds a Series 66 designation and has experience working at Empower Financial Services, The University of Tulsa, Amazon, and CSB Business Solutions. Brown has been with Empower Advisory Group since 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 uses an integrated model 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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Michael M

Series 63, Series 66

Boston, MA

Empower Advisory Group

Michael Moniz is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Empower Retirement, Equitable Advisors, Axa Advisors, and Voya Financial. 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’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within an administration platform linked to Empower’s recordkeeping and brokerage services.

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

Series 65, Series 63

Cedar Rapids, IA

Empower Advisory Group

Matthew Didier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Empower Financial Services, Byerly Painting Systems, JC Toland, TransAmerica, First Community Trust, and Scottrade. 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 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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Devon J

Series 66

Baltimore, MD

Empower Advisory Group

Devon Jerrard is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Pruco Securities LLC, Prudential Insurance Company of America, 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 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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Jenifer V

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jenifer Velasco is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Accenture Philippines, Principal Securities Inc, Principal Life Insurance Company, and E*TRADE Securities LLC. 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 integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within employer-selected plan lineups.

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

Series 66

Arroyo Grande, CA

Empower Advisory Group

Richard Fogal is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked previously at Personal Capital Advisors Corporation and Edward Jones. Outside of finance, he was involved with Lowdown Brewery for four years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm employs an integrated model linked 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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Fernando G

Series 63, Series 66

Maywood, NJ

Empower Advisory Group

Fernando Garcia is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has held prior roles at Santander Bank, Wells Fargo, and J.P. Morgan. 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 uses an integrated model with proprietary and third-party methodologies focused 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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Lee M

Series 66

Charlottesville, VA

Empower Advisory Group

Lee Morris is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Wealthcare Advisory Partners LLC. Lee also provides investment advisory services through Wealthcare Advisory Partners LLC, an independent registered investment advisor. Empower Advisory Group offers 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 delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing 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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Riley L

Series 66

Greenwood Village, CO

Empower Advisory Group

Riley Lowe is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Empower Advisory Group, Riley worked at Fidelity Personal And Workplace Advisors and J.P. Morgan Securities. 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 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 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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Bruce S

Series 63, Series 65

Nampa, ID

Empower Advisory Group

Bruce Singkhaophet is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Nationwide Investment Services Corp, Key Investment Services, KeyBank, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers 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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Katryel W

Series 63, Series 66

Tampa, FL

Empower Advisory Group

Katryel Wargo is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Wargo operates two small businesses focused on home organizing and retail. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm utilizes an integrated model aligned with Empower’s 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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Xavier S

Series 63, Series 66

Missouri City, TX

Empower Advisory Group

Xavier Smith is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2024, he worked at Bank of America and Merrill from 2019 to 2024 and has held positions at City of Houston, CMG Financial, Bank of Texas, and Realty Associates. 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, 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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Jessica G

Series 66

Greenwood Village, CO

Empower Advisory Group

Jessica Gerdes is a financial advisor at Empower Advisory Group with 21 years of industry experience. She has held roles at TIAA and TIAA-CREF for 13 years before joining Empower Advisory Group and Empower Financial Services in 2024. Gerdes holds a Series 66 designation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns alongside client savings rates.

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

Series 66, Series 63

Hendersonville, TN

Empower Advisory Group

Ezra Moyer is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Kracklin' Kirk's Fireworks. 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, offering services 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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Alicia H

Series 66, Series 63, Series 65

Darien, IL

Empower Advisory Group

Alicia Hyland is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 credentials and nine years of industry experience. She previously worked at GWFS Equities Inc. and Stonegate Advisors LLC. Outside of finance, she operates a part-time bookkeeping and accounting business and works as a part-time flight attendant. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its 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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Cortez S

Series 66

Clarksville, TN

Empower Advisory Group

Cortez Stewart is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Mass Mutual and Northwestern Mutual Life Insurance Company. Stewart also spent eight years at LeMoyne Owen College. 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 emphasizes long-term portfolio returns and annual rebalancing through an integrated service 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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Hannah Z

Series 63, Series 65

Chula Vista, CA

Empower Advisory Group

Hannah Zuilan is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nationwide Investment Services Corp for 12 years. Hannah is currently based in Chula Vista, CA. 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’s approach includes integrated financial planning and managed account solutions, emphasizing 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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Shawn T

Series 66

Hartford, CT

Empower Advisory Group

Shawn Trimboli is a financial advisor with Empower Advisory Group in Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He previously worked at Gwfs Equities, Inc. and Prudential, including Prudential Investment Management Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and select IRA and retail brokerage clients. The firm delivers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through 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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