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Benjamin B

Series 66, Series 65

Interlochen, MI

Empower Advisory Group

Benjamin Blanchard is a financial advisor at Empower Advisory Group with credentials including Series 66 and Series 65 licenses and two years of industry experience. Prior to joining Empower Advisory Group, he worked at Paul Davis Restoration of Northwest Michigan and Investment Advisor Group. 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, annual rebalancing, and clients’ savings rates, and serves a large participant base through proprietary and third-party methodologies.

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

Series 66

Saucier, MS

Empower Advisory Group

Pitch Blender Taylor is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. Prior to joining Empower Advisory Group, Taylor held positions at CUNA Brokerage Services, TruStage, LPL Financial, and Keesler Federal Credit Union. Taylor also serves as a non-profit board member for Obtaining Inward Light Ministries. 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, using an integrated service 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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Katherine R

Series 63, Series 66

Omaha, NE

Empower Advisory Group

Katherine Ramirez is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Bank of America, Merrill, BancWest Investment Services, Bank of the West, and Applied Underwriters before joining Empower in 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates through 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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Paige W

Series 66

Johnson City, NY

Empower Advisory Group

Paige Wilcox is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Equitable Advisors, LLC. Outside of finance, Wilcox is a professional MMA and Jiu Jitsu fighter, competing in fights and grappling tournaments. 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, 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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Alfredo M

Series 63, Series 66, Series 65

Miami, FL

Empower Advisory Group

Alfredo Monteiro is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. His prior work includes roles at John Hancock and Principal Financial. Outside of his advisory work, he is a partner in a pool maintenance and supply company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and brokerage account holders, 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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Amanda H

Series 66

Bothell, WA

Empower Advisory Group

Amanda Henley is a financial advisor at Empower Advisory Group with a Series 66 credential and over seven years of industry experience, including seven years at Edward Jones. Her background also includes roles outside finance such as work with Greenpeace and positions in retail and service industries. 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 delivers point-in-time financial plans and optional managed account solutions focused 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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Logan V

Series 65, Series 63

Terre Haute, IN

Empower Advisory Group

Logan Van Reed is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at GWFS Equities, First Financial Bank, and ADP Broker-Dealer. 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 clients. The firm uses an integrated model aligned 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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Richard C

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Richard Colwell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. 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 model is closely tied to Empower’s recordkeeping and administrative platforms and includes 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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Lyubov S

Series 66

Owings Mills, MD

Empower Advisory Group

Lyubov Sidorova is a financial advisor with Empower Advisory Group, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at T. Rowe Price for a decade before joining Empower in 2025. 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 account holders, 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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Jason R

Series 66

Woolwich, NJ

Empower Advisory Group

Jason Reeves is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, W.L. Gore & Associates, Siemens Healthineers, and Kuraray America Inc. 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 linked to Empower’s recordkeeping and administrative platforms, featuring 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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Joel K

Series 66, Series 63

Albany, OR

Empower Advisory Group

Joel Kennedy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edelman Financial Engines, LLC, Marx Productions, LLC, and Video Tech Services. 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.)
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Jeff S

Series 65, Series 63

Greenwood Village, CO

Empower Advisory Group

Jeff Sampson is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with GWFS Equities, Inc. since 2016. 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 emphasizes long-term portfolio returns and integrated 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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James S

Series 66

Asheville, NC

Empower Advisory Group

James Shand is a financial advisor at Empower Advisory Group in Asheville, NC. He holds the Series 66 designation and has been in the industry since 2026. His prior work experience includes roles at IngeniousIO, Callminer Inc, and various positions in the restaurant and catering industries. 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 integrated services connected to 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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Christopher C

Series 66

Austin, TX

Empower Advisory Group

Christopher Consoli is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America and Merrill. He is based in Austin, TX. 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 account holders. The firm’s approach includes integrated planning and managed account solutions 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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Enrique S

Series 66

Phoenix, AZ

Empower Advisory Group

Enrique Sanchez Arvizu is a financial advisor with Empower Advisory Group, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill Lynch, Bank of America, and AXA Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm’s services integrate 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.)
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Joan S

CFP®, Series 63

Tempe, AZ

Empower Advisory Group

Joan Stoddard is a CFP®-certified financial advisor with 13 years of industry experience, currently with Empower Advisory Group in Tempe, AZ. Her prior experience includes roles at Advised Assets Group, GWFS Equities, Northstar, Bank of the West, Northwestern Mutual, and Learnvest Inc. In addition to her advisory work, she owned Treasure Trove Toffee for ten years. 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 delivers integrated services through Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and participant savings rates in its planning approach.

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

Series 63, Series 65

Columbus, OH

Empower Advisory Group

Maureen Kay is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group, Maureen worked for 12 years at JPMorgan Chase Bank, N.A., 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 certain retail brokerage clients. The firm uses an integrated model linked 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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Melissa C

Series 63, Series 65

Friendswood, TX

Empower Advisory Group

Melissa Christensen is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she works as an independent contractor for DoorDash. 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 clients. The firm emphasizes long-term portfolio returns and annual rebalancing 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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Tiffany D

CFP®, Series 63, Series 66

Winchester, CA

Empower Advisory Group

Tiffany Dugas is a CFP® professional with 20 years of industry experience, currently serving at Empower Advisory Group. Her prior roles include positions at Valic Financial Advisors and Charles Schwab. She also owns mineral rights inherited from her family, which may generate royalty payments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates 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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Joseph B

Series 63, Series 66

Haw River, NC

Empower Advisory Group

Joseph Birch is a financial advisor with Empower Advisory Group in Haw River, NC, holding Series 63 and Series 66 designations and six years of industry experience. His background includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as self-employment as a day trader. 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’s services are integrated with Empower’s 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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