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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.

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

Series 63, Series 65

Roseville, CA

Empower Advisory Group

Robert Swanson is a financial advisor with Empower Advisory Group in Roseville, California. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including a long tenure at TIAA CREF since 2007. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering 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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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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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 four years of industry experience. He previously worked at Thrivent Financial and its affiliated entities and has experience with Impact Networking LLC and Wintrust companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. Their services focus on long-term portfolio returns and savings rates through 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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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 bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities, Edward Jones, E*TRADE Financial Corporation, and TD Ameritrade Investment Management. 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 service model aligns 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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Mark L

CFP®, Series 63, Series 66

Houston, TX

Empower Advisory Group

Mark Ledson is a CFP® professional with 39 years of industry experience, currently serving at Empower Advisory Group. His career includes roles at JCN Financial & Tax Advisory Group, GWFS Equities, and Wealth Enhancement Group. He has self-published a book on practice management. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s administrative platforms. The firm offers both 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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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.

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

Series 66, Series 63

Limerick, PA

Empower Advisory Group

Mary Di Nolti is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Intuit and The Vanguard Group. 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 account holders, delivering services through an integrated model connected 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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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.

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

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

Series 66, Series 63

Washington, DC

Empower Advisory Group

Reginald Cox Jr. is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group, he held positions at Empower Financial Services, Anschutz Medical Campus, and several other organizations. 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 annual rebalancing within plan lineups chosen by plan sponsors.

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

Series 66, Series 63

Piqua, OH

Empower Advisory Group

Salem Nganga is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Empower, he worked at Spark Driver, Jenzabar, Aetna, Hank's Grille and Catering, Rockingham County School District, and Study Group Inc. 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 retail brokerage clients. The firm offers integrated services connected to Empower’s 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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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 the Series 66 designation and previously worked at Personal Capital Advisors Corporation. 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 delivers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on 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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Sarah K

Series 66, Series 63

Fredericksburg, VA

Empower Advisory Group

Sarah Kooker is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, she worked at J.P. Morgan Securities and Bank of America. Outside of financial advising, she is involved with Depop. 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’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
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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.

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

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

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

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

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