Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Charles D
CFP®, Series 66
Hattiesburg, MS
Empower Advisory Group
Charles Dawkins is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. His prior experience includes roles at Transamerica Life Insurance Company, TIAA-CREF, and Fidelity. 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, offering integrated services tied to Empower’s recordkeeping and administrative platforms.
Brandi S
CFP®, Series 63, Series 66
Odessa, FL
Empower Advisory Group
Brandi Starr is a CFP® professional with 19 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Morgan Stanley and E*TRADE. Outside of her advisory role, she volunteers as a group leader for a financial freedom class at Grace Family Church, focusing on budgeting, saving, and spending goals. 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 offers integrated services tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.
Cole F
Series 63, Series 65
Hadley, MA
Empower Advisory Group
Cole Frederick is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. 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 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.
Zachary T
Series 66
Greenwood Village, CO
Empower Advisory Group
Zachary Tomek is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Empower Advisory Group since 2023 and spent seven years at T. Rowe Price prior to that. Outside of finance, he is involved in reptile and fish breeding and coaches hockey as a referee. 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, annual rebalancing, and client savings rates in its planning approach.
James L
Series 63, Series 66
New Orleans, LA
Empower Advisory Group
James Linder is a financial advisor with Empower Advisory Group in New Orleans, LA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Arvest Wealth Management, JP Morgan Securities LLC, and JP Morgan Chase Bank NA. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.
Max B
Series 63, Series 66
Forestville, OH
Empower Advisory Group
Max Bursk is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Outside of finance, he worked at Unwind Wine Bar for several periods totaling around five years. 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 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.
Jeremy W
Series 66, Series 63
Overland Park, KS
Empower Advisory Group
Jeremy Wilson is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously with Gwfs Equities, Inc. and J.P. Morgan Institutional Investments Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.
Brigid D
Series 65, Series 63
Haverhill, MA
Empower Advisory Group
Brigid Dolan is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Mass Mutual, and Prudential Insurance. 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 approach integrates proprietary and third-party planning methodologies, focusing on long-term portfolio returns and client savings rates within a large-scale, affiliate-connected platform.
Oscar U
Series 66
Chandler, AZ
Empower Advisory Group
Oscar Uribe Cervantes is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Empower Advisory Group and has previously worked at Fidelity Investments, Bank of America, Merrill, and Thornburg Investment Management. 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 and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.
Erin O
Series 66, Series 63
Shawnee, KS
Empower Advisory Group
Erin Outlaw is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Empower Retirement and Waddell & Reed Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, delivering integrated solutions connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.
Crystal S
Series 63, Series 65
Greenwood Village, CO
Empower Advisory Group
Crystal Sullings is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at GWFS Equities since 2018 and National Planning Holdings from 2016 to 2017. Outside of her advisory role, she serves as President of the Colorado Firefighters Calendar Board of Directors, which benefits the Children's Hospital of Colorado. 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 integrates its services with Empower’s recordkeeping and administrative platforms.
Steven S
Series 66
Greenwood Village, CO
Empower Advisory Group
Steven Stanzyk is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and Empower Financial Services, where he has been since 2025. Prior to that, he worked at TIAA and TIAA-CREF for seven years and has also held roles at Edward Jones, Evolution Builders, and the University of Colorado Boulder. 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 operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Charles E
Series 63, Series 65
Savannah, GA
Empower Advisory Group
Charles Edger is a financial advisor with Empower Advisory Group in Savannah, GA, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior work includes roles at Gwfs Equities, Inc., the walnut room, and Valic Financial Advisor. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.
Elaine R
Series 65, Series 63
San Diego, CA
Empower Advisory Group
Elaine Rodriguez is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked 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 Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model is linked with Empower’s administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Jose V
Series 66
Asheville, NC
Empower Advisory Group
Jose Velarde Gainza is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held roles at First Horizon Bank and Northwestern Mutual, among other positions. 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 retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates.
Bailey N
CFP®, Series 65, Series 63
Danvers, MA
Empower Advisory Group
Bailey Nichols is a Benefits and Planning Consultant within Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Bailey assists clients in developing comprehensive financial plans that integrate the complexities of employee benefits, emphasizing an individualized approach tailored to each client's current status and future objectives. Bailey's professional experience spans several roles in the financial sector, including Relationship Manager and Financial Representative at Fidelity Investments, Private Client Banker at JP Morgan Chase, Financial Planner at Bison Capital Advisors, Investment Analyst at Baker Asset Management, and a Financial Representative Internship at Northwestern Mutual. This diverse background contributes to a broad understanding of financial planning and client relationship management. Outside of work, Bailey has interests in fitness, social events with friends, and golf.
Charles B
Series 66
Forest, VA
Empower Advisory Group
Charles Blanton is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, Better Homes and Gardens Real Estate Gary Greene, and Red & Co Realty. 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 and IRA clients, using 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 services and offers optional managed account solutions.
Jonathan P
Series 66, Series 63
Hayward, CA
Empower Advisory Group
Jonathan Palacpac is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses. 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 participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.
Tania C
Series 63, Series 66
Georgetown, MA
Empower Advisory Group
Tania Cadieux is a financial advisor with Empower Advisory Group in Georgetown, MA, holding Series 63 and Series 66 designations and 24 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Empower Financial Services. 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 brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.
Sean C
Series 63, Series 66
Greenwood Village, CO
Empower Advisory Group
Sean Carroll is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Advised Assets Group, GWFS Equities, and 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters