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Basliel D

Series 66

Greenwood Village, CO

Empower Advisory Group

Basliel Dinku is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at J.P. Morgan Securities and JPMorgan Chase Bank in Colorado. Outside of his advisory role, Dinku is involved with Lone Superior LLC, an online clothing brand where he serves as owner, director, and designer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model combined with proprietary and third-party methodologies focused on long-term portfolio returns.

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

Series 65

Greenwood Village, CO

Empower Advisory Group

Jason Anderson is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and previously worked at SLMC, LLC, SLC1, LLC, Impact eCommerce (Coursier Capital), T3 Trading Group, LLC, and Glencoe Partners, LLC. Empower Advisory Group provides financial planning and investment management services 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 integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates 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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Phillip N

Series 66, Series 63

Kansas City, MO

Empower Advisory Group

Phillip Newton is a financial advisor with Empower Advisory Group in Kansas City, MO, holding the Series 66 and Series 63 designations and having 11 years of industry experience. His prior firms include Gwfs Equities, Inc. and American Century Investment Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving 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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Christopher B

Series 66, Series 63

Charlotte, NC

Empower Advisory Group

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at The Vanguard Group and Angi, among other firms. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

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

Series 63, Series 65

Milwaukee, WI

Empower Advisory Group

Timothy Jones Jr. is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Empower Financial Services, Elite Human Capital Group, and several short-term roles in other industries. 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 account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through proprietary and third-party methodologies.

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

Series 66

Bristol, VA

Empower Advisory Group

Jonathan Plaster is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously with LPL Financial and David Mullins Wealth Management. Prior to his career in financial services, he was employed at Centurylink for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm utilizes an integrated model connected 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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Travis C

Series 63, Series 66

Gainsville, FL

Empower Advisory Group

Travis Crenshaw is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUSO Financial Services, and Wells Fargo. Crenshaw is based in Gainesville, FL. 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 uses an integrated model connected 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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Alejandro L

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Alejandro Lopez Lule is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. He has worked with Advised Assets Group, LLC since 2016 and Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through a point-in-time planning model and serves a large participant base relative to its adviser headcount.

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

Series 66

Owensboro, KY

Empower Advisory Group

James Quisenberry is a Series 66-licensed financial advisor with six years of industry experience, currently with Empower Advisory Group in Owensboro, KY. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Edward Jones. He is also involved with Quisenberry Realty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on 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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Robert F

Series 63, Series 65

Huntersville, NC

Empower Advisory Group

Robert Flynn is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 designations and has 22 years of industry experience. He previously worked at TIAA-CREF and TIAA from 1997 to 2022 before joining Empower Financial Services in 2023. 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 is 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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Louis K

Series 63, Series 66

Katy, TX

Empower Advisory Group

Louis Kelley is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 25 years of industry experience. His previous roles include positions at Raymond James and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services and manages a large participant base relative to its advisor count.

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

Series 66, Series 63

Cedar Rapids, IA

Empower Advisory Group

Jeremy Aldrich is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at firms including Bank of the West and J.P. Morgan Securities. He has been with Empower Advisory Group since 2025. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through its proprietary planning methodologies and provides 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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Justen Y

Series 63, Series 65

S. Abington Twp, PA

Empower Advisory Group

Justen Yatko is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at GWFS Equities, Inc. since 2012. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through platforms closely tied to Empower’s recordkeeping and administrative systems.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Sean Gray is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. He has worked previously at SPC, Parkland Securities, and Kaplan, Inc. Outside of his advisory role, he volunteers as a rock climbing instructor and serves as a firearms instructor in Colorado Springs. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and 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 focus on long-term portfolio returns and disciplined savings strategies.

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

Series 66

Inman, SC

Empower Advisory Group

Rebekah Bennett is a financial advisor at Empower Advisory Group with three years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Before her financial services career, she operated a photography business for 18 years. 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 offers point-in-time financial plans and optional managed account solutions 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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Michael W

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Michael Whiteman is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at T. Rowe Price, USAA Financial Planning Services, and GWFS Equities. 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 clients. The firm uses an integrated service model linked 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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Jason W

Series 63, Series 66

Sudbury, MA

Empower Advisory Group

Jason Wong is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Merrill from 2014 to 2019 and has been with GWFS Equities, Inc. since 2019. 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 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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Margaret L

Series 66

Mobile, AL

Empower Advisory Group

Margaret Leffler is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at LPL Financial LLC and several other firms before entering the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated platforms tied to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

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

Series 66

Bowling Green, KY

Empower Advisory Group

Joshua Mansfield is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group and has previously worked at Prudential Insurance Company of America, Pruco Securities, State Farm, and Bankers Life. 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 clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping 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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Charles B

ChFC®, Series 63

Franklin, TN

Empower Advisory Group

Charles Bagley is a financial advisor with Empower Advisory Group in Franklin, TN, holding ChFC® and Series 63 designations and bringing 34 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc, and Mutual of America Securities Corporation. 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, delivering integrated services 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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