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Carla L

Series 63, Series 66

Bronx, NY

Empower Advisory Group

Carla Lanza is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including J.P. Morgan Securities and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize 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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James H

Series 66

Grand Junction, CO

Empower Advisory Group

James Hickey is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, Charles Schwab, and AlsoEnergy. 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 clients. The firm’s integrated approach emphasizes 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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William F

Series 66, Series 63

Windsor, VT

Empower Advisory Group

William Fracalossi is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 and Series 63 licenses. His work history includes roles at GWFS Equities, Inc. and Wells Fargo Clearing, where he worked from 2016 to 2022. 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. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within 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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Daniel F

Series 66

Abingdon, MD

Empower Advisory Group

Daniel Fuqua is a financial advisor with Empower Advisory Group in Abingdon, MD, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and Anderson of Hunt Valley LLC. Outside of his advisory role, he operates an eBay business selling personal items such as clothing, sports cards, and comics. 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’s services emphasize long-term portfolio returns and are closely 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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William B

Series 65

Bluffton, SC

Empower Advisory Group

William Bachelor is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital before joining Empower Advisory Group. Outside of his advisory role, he competes as a professional golfer in World Long Drive events. 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 offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing 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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Connor M

Series 66

Spring Lake, NJ

Empower Advisory Group

Connor Mawn is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he was affiliated with Spring Lake Golf Club and has an educational background from Hartwick College. 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 recordkeeping and administrative platforms and focus 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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Crystal T

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Crystal Thompson is a financial advisor at Empower Advisory Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with BenefitsCorp since 2002. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates through a point-in-time planning model and optional managed accounts.

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

Series 63, Series 66

Plympton, MA

Empower Advisory Group

Nicholas Luise is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors Corporation, Merrill, and TIAA. Outside of his advisory work, he serves as treasurer for his local condo association. 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 approach leverages proprietary and third-party methodologies 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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Brian J

Series 66, Series 63, Series 65

Lee's Summit, MO

Empower Advisory Group

Brian Johnson is a financial advisor with Empower Advisory Group based in Lee's Summit, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has also been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and managed account solutions focused 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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Giovanni V

Series 63, Series 65

Mesa, AZ

Empower Advisory Group

Giovanni Vermont Colosio is a financial advisor with Empower Advisory Group in Mesa, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Farmers Insurance, and LPL Financial. Outside of his advisory work, he has worked as a delivery driver for DoorDash and as a sales associate for T-Mobile, where he markets credit cards in addition to customer phone plans. 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 offers an integrated service model aligned with its 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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Adam J

Series 65, Series 63

Phenix City, AL

Empower Advisory Group

Adam Jones is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Empower Advisory Group, Adam worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he umpires Little League baseball games in Phenix City, Alabama. 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 and annual rebalancing.

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

Series 66, Series 63

Gibsonton, FL

Empower Advisory Group

Caleb Johnson is a financial advisor with Empower Advisory Group in Gibsonton, FL. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His career includes roles at Prudential Investment Management Services LLC and Prudential Insurance Company of America 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 Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing within 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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Alycia S

Series 66, Series 63

Sparks, NV

Empower Advisory Group

Alycia Smelser is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and three years of industry experience. Her work history includes roles at Empower Financial Services, Wells Fargo Bank, and Summit Funding, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated platforms that 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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Zane B

Series 63, Series 66

Sunset, UT

Empower Advisory Group

Zane Brandt is a financial advisor at Empower Advisory Group with Series 63 and 66 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade Securities LLC, Tesla Inc., and Zaniac Learning. 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 approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, with services linked closely 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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Brian F

Series 63, Series 66

Barre, VT

Empower Advisory Group

Brian Ficek is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Sentinel Financial Services Company. 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 and client savings rates.

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

Series 63, Series 65

Townsend, MA

Empower Advisory Group

Aram Boornazian is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. since 2015 and Putnam Investments' Putnam Retail Management since 1996. 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 and clients’ savings rates.

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

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Ali Ardehali is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and previously spent 14 years at TIAA-CREF and Tiaa. 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. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates through point-in-time 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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Nadine W

Series 66

Greenwood Village, CO

Empower Advisory Group

Nadine Witt is a financial advisor at Empower Advisory Group with five years of industry experience. She holds a Series 66 designation and has worked previously at Personal Capital Advisors Corporation, J.W. Cole Advisors, and Morgan Stanley. Outside of her advisory role, she is co-owner of a marine repair shop and works as an independent dog sitter through the Rover platform. 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 methodologies focused on long-term portfolio returns and savings rates, and its scale and affiliation with related entities shape its service delivery.

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

Series 66

Phoenix, AZ

Empower Advisory Group

Myer Rickless is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley and Alliance Global Partners prior to joining Empower in 2024. He also had a brief association with the University of Arizona in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, emphasizing long-term portfolio returns and annual rebalancing within an integrated service model linked to Empower’s administrative platforms.

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

Series 66, Series 63

Grand Junction, CO

Empower Advisory Group

Johnathan Kitts is a financial advisor with Empower Advisory Group in Grand Junction, CO, holding Series 66 and Series 63 licenses and having eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize 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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