Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Melvin V
Series 66
Greenwood Village, CO
Empower Advisory Group
Melvin Ventura is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase & Company for five years. Ventura’s work history also includes roles at Uber LLC. 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.
Robert S
Series 63, Series 65
Roseville, CA
Empower Advisory Group
Robert Swanson is a financial advisor with Empower Advisory Group in Roseville, CA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with TIAA CREF since 2007. 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 account holders. The firm offers integrated services focused on long-term portfolio returns and savings rates, with recommendations generally made within plan lineups selected by plan sponsors.
Jacob C
Series 63, Series 66
Elon, NC
Empower Advisory Group
Jacob Cortes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Empower in 2026, he worked at Fidelity Investments for five years and has experience in technology and retail sectors. He also spent three years at the Baha'i World Center. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Jeremy M
Series 63, Series 65
Princeton, IL
Empower Advisory Group
Jeremy Munson is a financial advisor with Empower Advisory Group in Princeton, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at Thrivent Financial and Wintrust Technology. 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 is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates.
Anthony C
Series 63, Series 66
Huntington Station, NY
Empower Advisory Group
Anthony Catapano is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at JP Morgan Securities, Edward Jones, E*TRADE, and TD Ameritrade. 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 account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.
Mark L
CFP®, Series 63, Series 66
Houston, TX
Empower Advisory Group
Mark Ledson is a CFP® with 40 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Wealth Enhancement Group, GWFS Equities, and JCN Financial & Tax Advisory Group. He is also a self-published author of a book on practice management. 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 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.
John C
Series 63, Series 65
Hartford, CT
Empower Advisory Group
John Christolini is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Christolini has been with Empower Advisory Group since 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.
Mary D
Series 66, Series 63
Limerick, PA
Empower Advisory Group
Mary Di Nolti is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Intuit and The Vanguard Group, Inc. prior to joining Empower in 2026. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering long-term focused portfolio strategies and both standalone financial plans and managed account solutions.
Tuong Vy T
Series 66
Greenwood Village, CO
Empower Advisory Group
Tuong Vy Tran is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with Empower Advisory Group, where she has worked since 2023 following a decade at JPMorgan Securities LLC. Outside of her advisory role, she is a signer of bank accounts for Cooler By The Sea, LLC, a company that distributes seafood to restaurants, grocery stores, and individual consumers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, incorporating an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions.
Kelly P
Series 63, Series 65
Greenwood Village, CO
Empower Advisory Group
Kelly Paiz is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade from 2015 to 2021. Since 2021, she has been with Empower Retirement. 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 ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.
Reginald C
Series 66, Series 63
Washington, DC
Empower Advisory Group
Reginald Cox Jr. is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work background includes roles at the Anschutz Medical Campus and various positions in higher education and community engagement. 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 retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.
Salem N
Series 63, Series 66
Piqua, OH
Empower Advisory Group
Salem Nganga is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at Empower Financial Services and held roles at several other companies including Spark Driver and Jenzabar. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated solutions linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan-selected investment lineups.
Charlie M
Series 66
Greenwood Village, CO
Empower Advisory Group
Charlie Murphy is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds a Series 66 designation and has worked at Empower Advisory Group since 2023. His prior experience includes seven years at Personal Capital Advisors Corporation and one year at Edward Jones. 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 select retail brokerage clients. The firm’s integrated model leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.
Sarah K
Series 66, Series 63
Fredericksburg, VA
Empower Advisory Group
Sarah Kooker is a financial advisor with Empower Advisory Group in Fredericksburg, VA, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Empower Advisory Group in 2026, she worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Bank of America. She has also been involved with the online platform Depop. 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 delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Monica M
CFP®, Series 66
San Diego, CA
Empower Advisory Group
Monica Mantilla is an Investment Management Consultant II at Fidelity Investments. She has been with Fidelity since 2019, progressing through roles including Financial Consultant, Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Monica worked as a Wealth Advisor Associate at Morgan Stanley and as a Business Development Specialist at TD Ameritrade. Monica holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional with nearly ten years of experience in the financial services industry. She focuses on providing personalized financial guidance and aims to empower clients with clarity and confidence throughout their financial journeys. Outside of her professional work, Monica enjoys comedy, family activities, visiting museums, reading, and traveling.
Samantha C
Series 63, Series 66
Brooklyn, NY
Empower Advisory Group
Samantha Clyne Roland is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Prudential Investment Management Services, and Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Mary M
Series 63, Series 66
Gulf Breeze, FL
Empower Advisory Group
Mary Mulcahy is a financial advisor with Empower Advisory Group in Gulf Breeze, FL, holding Series 63 and Series 66 registrations and 15 years of industry experience. Her prior roles include positions at Navy Federal Brokerage Services, Navy Federal Financial Group, TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform tied to Empower’s recordkeeping and administrative systems. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term return forecasts.
Joshua W
Series 66
Greenwood Village, CO
Empower Advisory Group
Joshua Wilson is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Northern Colorado and the Granby School System. 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 an integrated service model that includes point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and annual rebalancing.
Craig E
Series 63, Series 66
Millersville, MD
Empower Advisory Group
Craig Elliott is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at T. Rowe Price, Bank of America, and Merrill. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Marion B
Series 66
Pasadena, MD
Empower Advisory Group
Marion Barkley is a Series 66-registered financial advisor with Empower Advisory Group in Pasadena, MD. She has over 19 years of industry experience, including a lengthy tenure at Wells Fargo from 2005 to 2024. Barkley joined Empower Advisory Group and Empower Financial Services, Inc. in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and utilizes an integrated model tied to Empower’s administrative platforms.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters