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Marcus S

CFP®, Series 63

South Lyon, MI

Empower Advisory Group

Marcus Smith is a CFP® with 10 years of industry experience, currently advising at Empower Advisory Group. His prior experience includes roles at Advised Assets Group, LLC, Infinity Wealth Management, Inc., and Edward Jones. 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 select retail brokerage account holders. The firm emphasizes integrated services tied 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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Patricia Y

Series 66

Jacksonville, FL

Empower Advisory Group

Patricia Yager is a financial advisor at Empower Advisory Group with three years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments, Merrill, and Bank of America. Outside of her advisory work, she owns and operates two small businesses focused on photo prints and custom apparel design. 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 account holders. The firm’s integrated service model 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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Paul C

Series 66, Series 63

Hampton, NH

Empower Advisory Group

Paul Cyr is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Gwfs Equities, Inc. since 2011 and joined Empower Advisory Group in 2025. 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 integrated service model focuses on long-term portfolio returns and savings rates, delivering 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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Travis T

Series 66

Simpsonville, SC

Empower Advisory Group

Travis Townson is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Advised Assets Group, and TD Bank N.A. His background includes roles in both wealth management and banking. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail 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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Chris M

Series 63, Series 65

Winfield, WV

Empower Advisory Group

Chris Meadows is a financial advisor with Empower Advisory Group in Winfield, WV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Gwfs Equities, Inc. for 10 years since 2016. 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’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ 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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Patrick B

Series 66

Tampa, FL

Empower Advisory Group

Patrick Bay is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Bank of America, Merrill, and AXA Advisors. 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 integrated with Empower’s recordkeeping and administrative platforms and emphasize 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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Jackson B

Series 66

New York, NY

Empower Advisory Group

Jackson Boyer is a Series 66 licensed financial advisor at Empower Advisory Group with four years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and NewDay Financial. He is based in New York, NY. 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 leverages 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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Benjamin B

Series 65

Edwards, CO

Empower Advisory Group

Benjamin Buhrow is a Series 65-licensed financial advisor with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at Empower Financial Services, Vail Resorts, Destination Residences at Vail, East West, Anb Bank, and First Bank. 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 approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service 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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Emily L

Series 63, Series 65

Madison, WI

Empower Advisory Group

Emily Lockwood is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Great West Life & Ann Ins Co/Gwfs Equities Inc B/D 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 retail brokerage and IRA clients. The firm’s integrated model leverages proprietary and third-party methodologies focused 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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Kevin N

Series 66, Series 63

Liberty, MO

Empower Advisory Group

Kevin Nekuda is a financial advisor at Empower Advisory Group with 7 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at GWFS Equities, LTS, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage clients. Its integrated service model emphasizes long-term portfolio returns and savings rates, delivering 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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Eddie H

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Eddie Holguin Sosa is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Empower Financial Services, TIAA-CREF, Robinhood Markets, GWFS Equities, Westerra Credit Union, and Bank of the West. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and 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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John D

Series 66, Series 63

Winthrop, MA

Empower Advisory Group

John Dorso is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at firms including U.S. Bank, Ameriprise Financial Services, and TD Ameritrade. Outside of his advisory work, he serves as an adjunct professor at Salem State University, teaching courses in accounting and corporate finance. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans, Empower Premier IRA holders, 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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Manuel Z

Series 63, Series 65

West Grove, PA

Empower Advisory Group

Manuel Zavala is a financial advisor with Empower Advisory Group in West Grove, PA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm offers point-in-time financial plans and optional managed account solutions, operating 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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Anthony V

Series 66

Murrieta, CA

Empower Advisory Group

Anthony Valdez is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC, Mr. Market Brewing Co, LPL Financial, LLC, and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing within the framework of 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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James C

Series 66

Oxnard, CA

Empower Advisory Group

James Chackel is a financial advisor at Empower Advisory Group with a Series 66 designation. He has been with Empower Advisory Group since 2026 and has previous experience at Empower Financial Services and American Senior Benefits. Outside of finance, he worked for several years at Santino's Pizza. 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 account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their planning approach.

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

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Daniel Moore is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 registrations and 14 years of industry experience. He has been advising clients at Advised Assets Group, LLC since 2014. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize 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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Brittney P

Series 63, Series 65

Mountain Home, ID

Empower Advisory Group

Brittney Perkins is a financial advisor with Empower Advisory Group in Mountain Home, Idaho, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at firms including The Vanguard Group and LPL Financial, and has held roles outside the financial sector including delivery driver positions with DoorDash and Amazon. 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 utilizes 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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Alexander F

Series 63, Series 65

Kyle, TX

Empower Advisory Group

Alexander Fedorko is a financial advisor with Empower Advisory Group in Kyle, TX. He holds Series 63 and Series 65 credentials and has six years of experience in the industry, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier 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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Ronald S

Series 63, Series 65

Lyndonville, VT

Empower Advisory Group

Ronald Sanville Jr. is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Benefitscorp, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns, annual rebalancing, and clients’ 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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Sarai F

Series 66

Anchorage, AK

Empower Advisory Group

Sarai Fogg is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Empower. Outside of her advisory role, she works as a delivery driver for DoorDash in Anchorage, AK. 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 delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing 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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