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Patricia H

Series 66, Series 63

Greenville, SC

Empower Advisory Group

Patricia Hernandez is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at LPL Financial LLC, Sunamerica, and Crowell, Weedon & Co. 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 offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plans selected by sponsors.

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 with Empower Advisory Group, holding Series 66 and Series 63 credentials and bringing 29 years of industry experience. Prior to joining Empower Advisory Group in 2025, 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, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a point-in-time financial planning service and optional managed accounts.

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 designations and has worked at firms including Fidelity Brokerage Services and Wells Fargo. Gonzalez joined Empower Advisory Group in 2024. 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’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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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 having 20 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Equitable Advisors, and Morgan Stanley DW Inc. Outside of advising, she owns Being Frankish, Inc., a company that markets 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, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing 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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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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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 the Series 66 and Series 63 designations. His prior roles include positions at Allianz Global Investors U.S. LLC and Fisher Investments. 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 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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Zachary F

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Zachary Frauhiger is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and two years of industry experience. 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 services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s approach integrates financial planning with Empower’s recordkeeping and administrative platforms and emphasizes 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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Joshua W

Series 66, Series 63

Naples, FL

Empower Advisory Group

Joshua Williams is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Country Trust Bank and related affiliates for seven 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, using an integrated model aligned 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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Stevany W

Series 63, Series 65

Arlington Heights, IL

Empower Advisory Group

Stevany Williamson is a financial advisor with Empower Advisory Group in Arlington Heights, IL. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and various mortgage-related firms. Before entering financial services, she operated Stevany Thomas 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 certain IRA and brokerage account holders. The firm’s integrated model supports services through 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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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 licenses and has prior experience at JPMorgan Chase Bank, N.A. 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 Empower Premier IRA and retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through 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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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 licenses and has previously worked at Personal Capital Advisors Corporation, Prudential Investment Management Services, and New England Securities. Outside of his advisory role, he is co-owner of a bagel shop with his spouse and assists with administrative duties. 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 a model integrated 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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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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Seabron O

Series 66

Orlando, FL

Empower Advisory Group

Seabron Oliver is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Merrill, Citigroup, and other financial institutions. Oliver has a background that includes roles at several major firms and experience across various financial service settings. 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 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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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 Series 66, Series 63, and Series 65 credentials and 26 years of industry experience. His prior roles include positions at GWFS Equities, Icon Advisers, Inc., and Merk Investments LLC. 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 employs an integrated service model linked 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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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 licenses. Prior to joining Empower, he worked at companies including Sunrun and Golden Oak Lending. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants. 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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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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