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Patricia H

Series 66, Series 63

Greenville, SC

Empower Advisory Group

Patricia Hernandez is a financial advisor with Empower Advisory Group in Greenville, SC, holding Series 66 and Series 63 credentials and 26 years of industry experience. Her prior work includes roles at Sunamerica and LPL Financial. 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, delivering services through 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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Michael A

CFP®, Series 63, Series 65

Pasadena, CA

Empower Advisory Group

Michael Anderson is a CFP® with 17 years of experience in financial advising. He is currently with Empower Advisory Group and has prior experience at Advised Assets Groups, GWFS Equities, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated 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.)
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Rebekah W

Series 66

Birmingham, AL

Empower Advisory Group

Rebekah Williamson is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Regions Bank. Outside of finance, she has experience with the Academy of Arts at First Baptist Church Jackson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated model focuses on long-term portfolio returns and savings rates, offering both 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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Ian P

Series 66

Pennington, NJ

Empower Advisory Group

Ian Pontell Schaefer is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He has been with Empower Advisory Group since 2022. 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 combines 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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Jason S

Series 66, Series 63

Owings Mills, MD

Empower Advisory Group

Jason Scarborough is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked for T. Rowe Price Investment Services for 16 years. 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 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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Denes R

Series 63, Series 66

Tamarac, FL

Empower Advisory Group

Denes Rentas Gonzalez is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and Wells Fargo in various capacities. 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 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.)
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Paula F

Series 63, Series 65

Benicia, CA

Empower Advisory Group

Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously held roles at PayChex and its securities division. Outside of advising, she owns Being Frankish, Inc., a company focused on marketing and selling recyclable aluminum straws to promote sustainable product use. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated platform that combines proprietary and third-party methodologies to emphasize 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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Michael C

Series 66

Andover, KS

Empower Advisory Group

Michael Crabtree is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 designation and has prior work history with First Command Insurance Services and Delaware Resource Group, as well as service in the United States Air Force. 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 emphasizes long-term portfolio returns and offers 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.)
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Cooper B

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Cooper Barrick is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 registrations and five years of industry experience. His prior experience includes roles at JPMorgan Securities LLC and Alight Financial Services LLC, as well as work at Twin Hills Golf & Country Club and Pitching WRX Inc. 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’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns and offer both point-in-time financial plans and optional managed account solutions within Empower’s administrative platforms.

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

Series 63, Series 66

Granbury, TX

Empower Advisory Group

Cody Wood is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower, he worked at Walmart for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base through both point-in-time financial plans and managed account solutions.

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

Series 66, Series 63

San Diego, CA

Empower Advisory Group

Curtis Baumann is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments and Allianz Global Investors U.S. LLC. 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 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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Zachary F

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Zachary Frauhiger is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Empower Financial Services, Volly, Broadly, EdgeLink, Elewraps, and Enterprise Holdings. 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 integrates its services with Empower’s recordkeeping and administrative platforms, 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.)
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Joshua W

Series 63, Series 66

Naples, FL

Empower Advisory Group

Joshua Williams 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 Country Trust Bank, Country Insurance Affiliates, COUNTRY Capital Management Company, and Edward Jones. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated solutions tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

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

Series 65, Series 63

Arlington Heights, IL

Empower Advisory Group

Stevany Williamson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, J.P. Morgan Securities, and various mortgage-related roles. Before her financial services career, she managed a salon and spa for three years. 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’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services closely 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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Armando S

Series 66, Series 63

Canal Winchester, OH

Empower Advisory Group

Armando Salgado is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved with Mando Enterprise LLC. 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 integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.

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

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Todd Burnaford is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Personal Capital Advisors Corporation and Prudential Investment Management Services LLC. Outside of his advisory work, he is co-owner of a bagel shop with his spouse, assisting with administrative duties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm offers integrated services linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both 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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Michael L

Series 63, Series 65

Egg Harbor Townshi, NJ

Empower Advisory Group

Michael Lynch Jr. is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and over 21 years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked for GWN Securities Inc. for 15 years and had a brief period with Timeshare Legal, LLC. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial 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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Aaron L

Series 66, Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Aaron Leffingwell is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior work includes positions at GWFS Equities, Inc. and Icon Advisers, Inc. 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 offers integrated services aligned with 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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Sean D

Series 66, Series 63

Kansas City, MO

Empower Advisory Group

Sean Day is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations and is based in Kansas City, MO. His prior work includes roles at Empower Financial Services, Sunrun, and multiple lending firms. 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 emphasizes long-term portfolio returns and integrates its services 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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Niccolo P

Series 66

Murrells Inlet, SC

Empower Advisory Group

Niccolo Parisi is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Merrill. Outside of finance, Parisi has experience in small business operations and local educational 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’s integrated model combines proprietary and third-party methodologies focused 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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