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Elliott H

Series 66, Series 63

Decatur, GA

Empower Advisory Group

Elliott Helm is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley, E*TRADE Securities LLC, and Wells Fargo. He has also been self-employed since 2016. 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 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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Alex M

Series 63, Series 66

East Palo Alto, CA

Empower Advisory Group

Alex Macapagal is a financial advisor with Empower Advisory Group based in East Palo Alto, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Bank of America, Merrill, and Wells Fargo. His background also includes extensive experience in hospitality and service industries. 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 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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Kenneth J

Series 63, Series 66, Series 65

Fort Worth, TX

Empower Advisory Group

Kenneth Jacobs Jr. is a financial advisor with Empower Advisory Group in Fort Worth, TX, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Fidelity, Charles Schwab, Robinhood Financial, and Texas Aquafarm. 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 certain retail brokerage account holders. The firm offers integrated services with a focus on long-term portfolio returns and annual rebalancing 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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Alyssa S

Series 66, Series 63

Troy, MI

Empower Advisory Group

Alyssa Stevens is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. She has worked at several firms including Woodbury Financial Services, Cobblestone Financial Services, and Betcher Financial 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 certain retail brokerage account holders. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns with annual rebalancing and client savings rates.

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

Series 66, Series 63

Boynton Beach, FL

Empower Advisory Group

Patrick Lapadat is a financial advisor with Empower Advisory Group in Boynton Beach, FL, holding Series 66 and Series 63 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Empower Financial Services, Inc. and subsequently Empower Advisory 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 certain retail brokerage clients, offering integrated services that link planning and managed account solutions 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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Jean B

Series 66, Series 63, Series 65

Deptford, NJ

Empower Advisory Group

Jean Barberio is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked at firms including GWFS Equities Inc., Advised Assets Group, Park Avenue Securities, Guardian Life Insurance Company, and Hanlon 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 certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

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

Series 63, Series 66

Merrimack, NH

Empower Advisory Group

Jennifer Stoller is a financial advisor with Empower Advisory Group in Merrimack, NH, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously spent 10 years at Fidelity and Fidelity Investments. Outside of her advisory role, she is an independent consultant for Agnes and Dora and sells makeup through a direct sales company, Younique. 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 services are integrated 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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Harry G

Series 66

Edgewater, FL

Empower Advisory Group

Harry Gerard is a financial advisor at Empower Advisory Group with a Series 66 designation and five years of industry experience. His prior work history includes roles at Wells Fargo Bank, NA, Wells Fargo Clearing Service, LLC, and GWFS Equities, Inc. Before entering the financial sector, he worked at Chick-Fil-A for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through a model integrated with 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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John P

Series 63, Series 66

Chichester, NH

Empower Advisory Group

John Pickowicz is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and its affiliated entities from 2015 to 2026. 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 delivers integrated services linked to 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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Francisco C

Series 66, Series 63

Houston, TX

Empower Advisory Group

Francisco Cordova is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Human Interest Inc. and ADP Broker Dealer Inc. among other firms. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering long-term focused 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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Andrew W

Series 63, Series 66

Medfield, MA

Empower Advisory Group

Andrew Wilmarth is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities Inc since 2015. Outside of his advisory role, he was involved with the Charles River YMCA from 2012 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s financial planning emphasizes long-term portfolio returns and annual rebalancing, 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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Jeremy W

Series 66, Series 63

Simpsonville, SC

Empower Advisory Group

Jeremy Weight is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Fidelity Investments for 15 years. 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 services through an integrated model connected 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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Diana L

CFP®, Series 63, Series 65

Torrance, CA

Empower Advisory Group

Diana Law is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and has previously worked at GWFS Equities, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Fidelity Investments. 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 clients. The firm delivers services through an integrated model tied to Empower’s 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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Jennifer F

Series 63, Series 65

Elmhurst, IL

Empower Advisory Group

Jennifer Frahm is a financial advisor at Empower Advisory Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with GWFS Equities, Inc. and Great West Life & Annuity Insurance Company since 2009. Outside of her advisory role, she teaches financial fluency to high school students and medical students at the University of Illinois Medical School through her initiative, Intentional Investment Education. Empower Advisory Group provides financial planning and investment management mainly 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 approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, 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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Samuel M

Series 66, Series 63

Rossville, IL

Empower Advisory Group

Samuel Mikel is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 designations and three years of industry experience. He previously worked at Thrivent Investment Management Inc and has a background that includes roles outside finance. He serves as an elected trustee for the Village of Rossville, IL, a position he holds alongside his advisory work. 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 clients. The firm’s approach blends proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and brokerage operations.

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

Series 66, Series 63

Reno, NV

Empower Advisory Group

Timothy Viancourt is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JPM Chase N.A. and Recreational Equipment Inc. Outside of his advisory role, he was involved with Hoof Hearted Brewery for two years. 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 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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Jessica N

Series 63, Series 65, Series 66

Greenwood Village, CO

Empower Advisory Group

Jessica Norwood is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Janus Henderson, TIAA-CREF, and Catalyst Coaching and Consulting 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’s services are integrated with Empower’s recordkeeping and administrative platforms and 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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Guido P

Series 66, Series 63

Seattle, WA

Empower Advisory Group

Guido Pena is a financial advisor with Empower Advisory Group in Seattle, WA, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Key Investment Services and KeyBank NA. 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 select 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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Luciano G

Series 63, Series 66

Ft Lauderdale, FL

Empower Advisory Group

Luciano Guerra is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Guerra also has a managing role at R1S1 Realty, a real estate business that helps tenants find apartments, although he no longer actively manages this business. 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’s approach emphasizes long-term portfolio returns and integrates closely with affiliated Empower entities for recordkeeping and investment services.

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

Series 63, Series 65

Manchester, NH

Empower Advisory Group

James Hoppe is a financial advisor with Empower Advisory Group in Manchester, NH, holding Series 63 and Series 65 credentials and 11 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 and their participants, as well as to certain retail brokerage clients, 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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