Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Richard M
Series 66
Pace, FL
Empower Advisory Group
Richard Massingill Jr. is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA before joining GWFS Equities, Inc. His current role has spanned seven years. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning.
Alexavier M
Series 66
Seneca, SC
Empower Advisory Group
Alexavier Mc Rae is a financial advisor with Empower Advisory Group and holds the Series 66 designation. He has been with Empower since 2026 and has prior experience in educational and sports organizations. 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 linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Ashley T
Series 66
La Puente, CA
Empower Advisory Group
Ashley Ting is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at GWN Securities, Inc., Equitable Advisors, and AXA Advisors LLC. Ting is based in La Puente, California. 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 delivers services through an integrated platform tied to Empower’s recordkeeping and administrative systems, offering both point-in-time financial plans and optional managed account solutions.
Heath H
Series 63, Series 65
Montgomery, TX
Empower Advisory Group
Heath Herring is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Empower Financial Services since 2023 and previously held roles at Assurance IQ, AWL Insurance, Allstate Insurance, Farmers Insurance, and CSI Worldwide. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Reis B
Series 66
South Lyon, MI
Empower Advisory Group
Reis Bailey is a financial advisor at Empower Advisory Group with Series 66 certification and less than one year of industry experience. Prior to joining the firm, Bailey worked in various roles across manufacturing, logistics, and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and retail brokerage account holders. The firm operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.
Patrick M
Series 66, Series 63
Whitefish Bay, WI
Empower Advisory Group
Patrick Masimore is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. alongside his current role. 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. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.
Adam E
Series 66
Covington, KY
Empower Advisory Group
Adam El Hodiri is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. He previously worked at Fidelity Investments for four years before joining Empower in 2026. 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 offers integrated services that include point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and annual rebalancing.
Mark M
Series 66, Series 63
Perrysburg, OH
Empower Advisory Group
Mark Matheson is a financial advisor with Empower Advisory Group in Perrysburg, OH, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower Advisory Group, he worked at MittGroup and has a background that includes several positions dating back to 2015. Outside of his financial advisory role, Matheson owns and operates a solar consultation business focused on educating residential homeowners and connecting them with installers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging a model integrated with Empower’s recordkeeping and administrative platforms. The firm offers both point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.
Fred S
Series 66
Madison, MS
Empower Advisory Group
Fred Sandifer is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having joined in 2026. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Edward Jones, and Broadstreet Business Brokers, as well as operating a business, Majestic Burger, LLC, for over a decade. 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 integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Scott W
Series 63, Series 66
Greenwood Village, CO
Empower Advisory Group
Scott Walker is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Empower Advisory Group since 2023 and Personal Capital Advisors since 2014. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Curtis W
Series 63, Series 66
Greenwood Village, CO
Empower Advisory Group
Curtis Warner is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Before his financial services career, he was involved in the brewing industry with 20 Corners Brewing Company and Flatstick Pub. 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’s approach integrates planning and management with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.
Andrew H
CFP®, Series 66
Greenwood Village, CO
Empower Advisory Group
Andrew Hefner is a CFP® with seven years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital and Bank of America Private Bank. 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 delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.
Benton R
Series 66, Series 63
Lithonia, GA
Empower Advisory Group
Benton Rhodan is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities LLC. Outside of his advisory role, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business based in Lithonia, Georgia. 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 services are integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in their financial planning approach.
Ryan H
Series 63, Series 66
Greenwood Village, CO
Empower Advisory Group
Ryan Hulslander is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His career includes roles at U.S. Bancorp Investments, Inc. and Fidelity in various capacities spanning over a decade. 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’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within a model closely tied to Empower’s recordkeeping and administrative platforms.
Arquerhia B
Series 63, Series 66
McKinney, TX
Empower Advisory Group
Arquerhia Brand is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and PNC Bank. 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 focus on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.
David G
Series 66, Series 63
Greenwood Village, CO
Empower Advisory Group
David Grant III is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has 26 years of industry experience, including prior roles at Fidelity Brokerage Services LLC. He has been with Empower since 2018. 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 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 planning approach.
Natalia I
Series 63, Series 66
Lubbock, TX
Empower Advisory Group
Natalia Ijeh is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and four years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., Pro Partners USA, and Branch Banking & Trust Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.
Jacob F
Series 66, Series 63
Macon, GA
Empower Advisory Group
Jacob Fussell is a financial advisor with Empower Advisory Group in Macon, GA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity, Principal Financial Group, and Northwestern Mutual. 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 account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.
Lorie R
Series 63, Series 65, Series 66
Greenwood Village, CO
Empower Advisory Group
Lorie Reid is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Kids Choice Dental. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio strategies and client savings rates.
Cade M
Series 66
Reno, NV
Empower Advisory Group
Cade Mc Cusker is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at VALIC Financial Advisors Inc and Ameriprise Financial Services LLC. 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, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters