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David I

ChFC®, Series 63, Series 65

Sullivan, MO

Empower Advisory Group

David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. His prior experience includes roles at Cetera and Paramount Financial LLC. Outside of finance, he is a co-owner of Cherie Irwin Photography, LLC, a graphic and web design business. 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’s approach emphasizes long-term portfolio returns and integrates services closely 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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Joseph K

Series 66, Series 63

Milwaukee, WI

Empower Advisory Group

Joseph Kapp is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2011. 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 linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates 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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Michael C

Series 66

Murrells Inlet, SC

Empower Advisory Group

Michael Cunia is a Series 66-licensed advisor at Empower Advisory Group with one year of industry experience. His prior work includes a year at Northwestern Mutual and five years with Wicked Tuna. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated platforms that emphasize 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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Mark B

Series 66, Series 63

McDonough, GA

Empower Advisory Group

Mark Bramble is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Truist Investment Services, Advisor Group, and Wells Fargo in various capacities. 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 connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates 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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Victor M

Series 66

Dunwoody, GA

Empower Advisory Group

Victor Martinez is a Series 66 licensed financial advisor at Empower Advisory Group with six years of industry experience. Before joining Empower Advisory Group, he worked at J.P. Morgan Securities and JPMorgan Chase Bank for four years. Outside of his advisory role, he also works as an independent contractor driver for a rideshare service. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping 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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Michael T

Series 63, Series 65, Series 66

Greenwood Village, CO

Empower Advisory Group

Michael Tomlin is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes positions at Prudential Insurance Company of America and Massachusetts Mutual Life Insurance Company. 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 integrated services through 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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Ta Shawn A

Series 65, Series 63

Cumberland, RI

Empower Advisory Group

Ta Shawn Arabian is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Empower Financial Services in 2024, Arabian worked at Keenan Financial and has experience connected to academic and community roles, including four years at Brown University and three years at the Wamsutta Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates planning and managed account solutions with its 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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Jinen V

Series 63, Series 66

Woodbridge, VA

Empower Advisory Group

Jinen Viswakula is a financial advisor with Empower Advisory Group in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at MissionSquare Investment Services and SunTrust Advisory Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and 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 within plan lineups selected by sponsors.

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

Series 66

Bayonne, NJ

Empower Advisory Group

Derdley Fleuridor is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. He has previously worked at Mutual of America Securities LLC, Wizest Inc, Amazon, J.P. Morgan Securities LLC, and Mass Mutual Investors Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach ties financial planning with 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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Jamie C

Series 66, Series 65, Series 63

Greenwood Village, CO

Empower Advisory Group

Jamie Cremeans is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations and has worked at GWFS Equities, Inc., TD Ameritrade, and Empower Retirement Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, 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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Stephen P

Series 63, Series 65

Lake Saint Louis, MO

Empower Advisory Group

Stephen Pontello is a financial advisor with Empower Advisory Group in Lake Saint Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at GWFS Equities, Paradigm Financial Advisors, TD Ameritrade, US Bank, and the University of Missouri St. Louis. Outside of advising, he owns Pontello Homes LLC, a home building and remodeling business. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm offers financial planning and investment management through an integrated model linked to Empower’s 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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Amy J

Series 65, Series 63

Charlotte, NC

Empower Advisory Group

Amy Johnson is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 65 and Series 63 credentials and eight years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Principal Securities. 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 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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Hillman M

Series 63, Series 66

Brandon, MS

Empower Advisory Group

Hillman Mc Cann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Charles Schwab, LPL Financial, and Countiss Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients, using an integrated service 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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Kimberly J

Series 63, Series 66

Carmel, NY

Empower Advisory Group

Kimberly Jackson is a financial advisor at Empower Advisory Group with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Advised Assets Group, and Thrivent Investment Management. Outside of her advisory role, she serves as president of the Mahopac Varsity Cheer Blue and Gold Booster Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm focuses 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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Tosha A

Series 63, Series 65

Douglasville, GA

Empower Advisory Group

Tosha Alexander is a financial advisor with Empower Advisory Group in Douglasville, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and New York Life Insurance Company. Outside of advisory work, she owns Victoria's Vintage Design, a business focused on estate sales and design solutions. 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 services through an integrated platform linked 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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Lucas H

Series 66, Series 63

Gray, TN

Empower Advisory Group

Lucas Hefner is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has four years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and W&S Brokerage Services. He is based in Gray, Tennessee. 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’s 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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Shada J

Series 66

Blythewood, SC

Empower Advisory Group

Shada Jasper is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience in the industry. Prior to joining Empower Advisory Group, she worked at Operation HOPE for six years and held positions at BB&T (now Truist) and TD Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base with a higher client-to-advisor ratio than many peers.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Diego Rojo Arisso is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Vanguard, Merrill, TIAA-CREF, 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 certain IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing 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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Rhonda M

Series 66

Jacksonville, FL

Empower Advisory Group

Rhonda Monroe is a Series 66-credentialed financial advisor with eight years of industry experience. She currently works at Empower Advisory Group and has previously held roles at Jackson National Life Distributors and Infinity Sales Group LLC. Monroe’s background includes a brief tenure with the State of Michigan. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through a scale-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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Keng T

Series 63, Series 65

Las Vegas, NV

Empower Advisory Group

Keng Taing is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and SWS Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model linked to Empower’s recordkeeping and 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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