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Roben H

Series 66

York, PA

Empower Advisory Group

Roben Hoffman is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price for 12 years before joining Empower. 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 account holders. The firm offers integrated services aligned with 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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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.)
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Danielle W

Series 63, Series 65

Greenwood, IN

Empower Advisory Group

Danielle Webster is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with 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.)
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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.)
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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.)
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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.)
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Nicholas S

Series 63, Series 66

Austin, TX

Empower Advisory Group

Nicholas Sanchez is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, JPMorgan Chase Bank, and Northwestern Mutual. Outside of his advisory role, he owns Bamboo Fresh LLC, an online business focused on e-commerce and household products. 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 offers integrated services tied to Empower’s 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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Gregory R

Series 65, Series 63

Ridge Spring, SC

Empower Advisory Group

Gregory Ruoss is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Empower, he served in the United States Marine Corps for nine years and worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is involved in a part-time equestrian tack care business, Tack Appeal, based in Aiken, SC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio strategies and annual rebalancing within plan lineups established by sponsors.

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

Series 66, Series 63

Trappe, PA

Empower Advisory Group

John Mazzarella is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at The Vanguard Group, Inc. for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jacob Johnson is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Great West, Bank of the West, Scottrade Inc, Four Seasons Resorts, and Pizza Hut. 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 emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Karen McGrath is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds the Series 66 designation and has worked with Gwfs Equities, Inc. since 2012. 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 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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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 licenses and totaling five years of industry experience. He has worked at Empower Retirement since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative systems 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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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.)
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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.)
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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.)
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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.)
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