Joseph Won is a financial advisor with Empower Advisory Group in Pflugerville, Texas, holding a Series 66 license and seven years of industry experience. He previously worked at Rocket Dollar Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Eric Kaltenbach is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Joshua Nichols is a financial advisor with Empower Advisory Group in Las Vegas, NV. He holds the Series 66 designation and has one year of industry experience. Prior to joining Empower, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and has also held roles at Boeing and in education. 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’s approach emphasizes long-term portfolio returns and integrates closely with affiliated Empower entities for recordkeeping and investment execution.

Carlos Jimenez is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work history includes roles at Wise and Amscot Financial, as well as service in the United States Marine Corps. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model tied to Empower’s administrative platforms. The firm offers “point-in-time” financial plans and optional managed account solutions, operating at a large scale with a higher client-to-advisor ratio compared to many peers.

Margaret Petty is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at GWFS Equities, JP Morgan Chase Bank, and JP Morgan Securities. Outside of her advisory role, she is an Independent Business Owner with Amway, involved in consumer products and services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms.

Nicholas Marinelli is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked in both public sector roles, including positions with the State of Vermont and various Vermont cities, as well as in the financial services industry. Marinelli serves as Treasurer on the board of the Vermont Recreation & Parks Association. 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 retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Ryan Bohnenkamp is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Empower Financial Services, he worked at Charles Schwab from 2020 to 2022 and has held roles in various other industries including healthcare and telecommunications. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s integrated approach ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

Nicholas Purdue is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including Farragut Square Group, Gartner, TD Ameritrade, and Fidelity Brokerage Services. Outside of financial services, he is involved with Maritime Commercial Charters. 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 delivers integrated services through Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Sharon Zumstein is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Outside of financial advising, she is an independent contractor at Century 21, holding an Illinois real estate license. 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 emphasizes long-term portfolio returns through integrated services tied to Empower’s administrative platforms.

Scott Schleicher is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. He holds a Series 65 designation and has 18 years of industry experience. Prior to joining Empower Advisory Group in 2023, he worked at Personal Capital Advisors Corporation from 2016 to 2019 and from 2019 onward. 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 account holders. The firm’s services include point-in-time financial plans and optional managed account solutions delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Mark Lobosco is a financial advisor at Empower Advisory Group in New York, NY, with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Fidelity Investments, Dimensional Fund Advisors, E*TRADE, and Merrill. 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 integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Yanira Guerrero is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, Wells Fargo, and other firms. Outside of her advisory role, she is a wedding coordinator, managing logistics for clients on a part-time basis. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Marie Ellen Sparks is a financial advisor at Empower Advisory Group with 13 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Putnam Investments and TD Ameritrade. 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 offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Robert Turner is a financial advisor at Empower Advisory Group with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equitable Advisors and Axa 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 approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Casey Vincent is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses with 13 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Joshua Weygandt is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 credentials and has 15 years of industry experience. His career includes positions at GWFS Equities, AltaOne Credit Union, LPL Financial, Allstate Insurance Company, and VALIC Financial Advisors. He serves as a Council Member at Large for Trinity Lutheran Church, participating in leadership decisions outside of business hours. 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 account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Zack Yevdeyev is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities LLC, Prudential Investment Management Services LLC, and GWFS Equities, Inc. His current role at Empower Advisory Group follows prior experience at major financial institutions. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Virginia Geddes is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Nationwide Investment Services Corporation for four years and spent 14 years with the State Teachers Retirement System of Ohio. Geddes has been with Empower since 2026. 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 emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Mark Lande is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC for six years and has experience in other roles including tutoring and technology services. 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 select retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through integrated services linked to Empower’s recordkeeping and administrative platforms.

David Ramirez is a financial advisor at Empower Advisory Group in Lafayette, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at GWFS Equities, Inc. and SII since 2015. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.