Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Roben H

Series 66

York, PA

Empower Advisory Group

Roben Hoffman is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. Prior to joining Empower in 2026, he worked at T. Rowe Price for 12 years and Edward Jones for one year. 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 combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms to deliver 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.)
user avatar
firm logo

Paul F

Series 66

North Andover, MA

Empower Advisory Group

Paul Fisher is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones and Empower Financial 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 through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base relative to advisor headcount.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Danielle W

Series 63, Series 65

Greenwood, IN

Empower Advisory Group

Danielle Webster is a financial advisor with Empower Advisory Group in Greenwood, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked previously at GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. 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 focuses on long-term portfolio returns and savings rates, offering 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.)
user avatar
firm logo

Jeremy S

Series 66

Jacksonville, FL

Empower Advisory Group

Jeremy Smith is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. before joining Empower in 2024. 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 emphasize long-term portfolio returns and annual rebalancing 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.)
user avatar
firm logo

John M

Series 66

Winchester, MA

Empower Advisory Group

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. 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 a model integrated with 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.)
user avatar
firm logo

Evangeline L

Series 63, Series 65, Series 66

Troutman, NC

Empower Advisory Group

Evangeline Lodwick is a financial advisor at Empower Advisory Group with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at Valic Financial Advisors, TIAA-CREF, and Encompass Investments. 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 feature an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and consistent rebalancing within established plan lineups.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Jaqueline B

Series 66

Houston, TX

Empower Advisory Group

Jaqueline Boyd is a financial advisor with Empower Advisory Group in Houston, TX, holding a Series 66 designation and having three years of experience in financial services. Her background includes positions at JPMorgan Chase and clinical research prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates through integrated services aligned with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Gregory R

Series 63, Series 65

Ridge Spring, SC

Empower Advisory Group

Gregory Ruoss is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and served nine years in the United States Marine Corps. Outside of finance, he co-owns an equestrian tack cleaning and preservation business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to 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.)
user avatar
firm logo

Cera O

Series 63, Series 66

Smyrna, TN

Empower Advisory Group

Cera Osborne is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at T Rowe Price and Ford Motor Credit Company before joining Empower Advisory Group and GWFS Equities in 2022. Outside of her advisory role, Osborne is involved in aviation training, assisting with plane transports and schedule optimization for Wings of Eagles. 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 account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering 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.)
user avatar
firm logo

John M

Series 66, Series 63

Trappe, PA

Empower Advisory Group

John Mazzarella is a financial advisor with Empower Advisory Group in Trappe, PA, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Empower in 2026, he worked at The Vanguard Group for six years. 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 tied to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Donovan W

Series 63, Series 65

South Jordan, UT

Empower Advisory Group

Donovan Wright is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America, Merrill, Wells Fargo Clearing Services, and Morgan Stanley Smith Barney. 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 services focus on integrated financial planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Jacob J

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jacob Johnson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Great West, Bank of the West, and Scottrade Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm delivers services through an integrated model linked 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.)
user avatar
firm logo

Shaun D

Series 63, Series 66

Shawnee, KS

Empower Advisory Group

Shaun Dwyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including GWFS Equities, Inc. and HinzJJ, LLC. 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 integrated approach emphasizes long-term portfolio returns and annual rebalancing within client plan lineups, supported by Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Jacob H

Series 63, Series 65

Charlotte, NC

Empower Advisory Group

Jacob Hackney is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 65 registrations and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, P.J. Robb Variable Corp., and Crump Life Insurance Services. 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 offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Karen M

Series 66

Greenwood Village, CO

Empower Advisory Group

Karen Mcgrath is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds a Series 66 designation and has worked at Gwfs Equities, Inc. since 2012. 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’s integrated approach combines planning with 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.)
user avatar
firm logo

Dante W

Series 66, Series 63

Kansas City, KS

Empower Advisory Group

Dante Webb is a financial advisor with Empower Advisory Group in Kansas City, KS, holding Series 66 and Series 63 designations and five years of industry experience. He has worked at Empower Retirement since 2015. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes 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.)
user avatar
firm logo

Kevin H

Series 66

West Bend, WI

Empower Advisory Group

Kevin Hyde is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Investment Management and West Bend School District. 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 offers integrated services tied 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.)
user avatar
firm logo

Deanna L

Series 63, Series 66

Ludlow, MA

Empower Advisory Group

Deanna Liritzis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Gwfs Equities, Inc., MML Distributors, LLC, and Beachbody, LLC. Outside of her advisory work, she founded Home & Hound Home Decor, creating and selling home decor items online and at local flea markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and managed account options.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert H

Series 66

Columbus, OH

Empower Advisory Group

Robert Hutchinson is a financial advisor with Empower Advisory Group in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Charles Schwab and Co., Inc. and TD Ameritrade before joining Empower in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to 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.)
user avatar
firm logo

Trevor S

Series 63, Series 66

Gastonia, NC

Empower Advisory Group

Trevor Sellers is a financial advisor with Empower Advisory Group in Gastonia, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Inc and PHMG, as well as diverse experience outside the financial sector. 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 integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on 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.)
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)