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Matthew M

Series 63, Series 65

Londonderry, NH

Empower Advisory Group

Matthew Morin is a financial advisor with Empower Advisory Group in Londonderry, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Empower Retirement 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 IRA and retail brokerage clients. The firm’s services are integrated with Empower’s 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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Antwaine B

Series 63, Series 66

Shawnee, KS

Empower Advisory Group

Antwaine Barnett is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services. Outside of his advisory work, he is the owner of A&R Enterprises, LLC, a rental property management business. 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 in their planning approach.

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

Series 66

Cumming, GA

Empower Advisory Group

Jonathan Safko is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Cetera, and E*TRADE. Safko was also employed by Uber Technologies from 2016 to 2020. 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 uses an integrated service model tied 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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Benjamin H

CFP®, Series 63, Series 65

Westborough, MA

Empower Advisory Group

Benjamin Halpern is a CFP® professional with 24 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at GWFS Equities, INC, Mass Mutual, and TIAA-CREF. 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 utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

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

Series 63, Series 66

Syracuse, UT

Empower Advisory Group

Andrew Lovan is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, he worked for Wells Fargo in various roles from 2001 to 2025. 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 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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Dominick V

Series 63, Series 65

Jupiter, FL

Empower Advisory Group

Dominick Vender III is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Truist Bank and J.P. Morgan Securities. Outside of finance, he has been involved with Ital Bowls, a business venture. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative 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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Kyle B

Series 66, Series 65, Series 63

Tulsa, OK

Empower Advisory Group

Kyle Baker is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior work includes roles at GWFS Equities, UE, Spring of Evolution DBA Wolf Connection, and J2 Global's KeepITsafe division. 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 uses proprietary and third-party methodologies to create point-in-time financial plans and offers optional managed account solutions 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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Lisa D

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Lisa Di Lorenzo is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with Advised Assets Group, LLC since 2011. 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 delivers integrated services 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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Felita K

Series 63, Series 65

Tabernacle, NJ

Empower Advisory Group

Felita Knight is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior work includes eight years at Bank of America and Merrill, as well as roles at Lyft and Uber. She has also been associated with FAK and Associates. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside services for Empower Premier IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates in its financial plans.

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

Series 63, Series 65

Ipswich, MA

Empower Advisory Group

Ryan Brenneman is a financial advisor with Empower Advisory Group in Ipswich, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, CONCOURSE FINANCIAL GROUP, Protective Life Insurance Company, GWFS equities, and Four Seasons. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates over short-term forecasts.

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

Series 63, Series 66

Wichita, KS

Empower Advisory Group

Aaron Fisher is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower Advisory Group, he worked at CrossFirst Bank and Wells Fargo Bank N.A. Outside of his advisory role, he serves as Chief Musician at Exodus Church, leading the church’s musicians and music education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through 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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Kennedy T

Series 66

Durham, NC

Empower Advisory Group

Kennedy Taylor is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Empower Advisory Group and previously was employed by Fidelity Investments and First Citizens Bank & Trust Co. 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 and savings rates in its financial planning, serving 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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Steven C

Series 66

Washington Township, MI

Empower Advisory Group

Steven Cirenese is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds a Series 66 designation and has worked with Gwfs Equities, Inc., MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and 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 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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Melanie B

Series 63, Series 66

Lansdale, PA

Empower Advisory Group

Melanie Brassell is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at GWFS Equities, Inc. and Prudential Investment Management Services. Outside of her advisory role, she has served as a substitute teacher in Pennsylvania. 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, using 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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Colin F

Series 66

Minneapolis, MN

Empower Advisory Group

Colin Farley is a financial advisor with Empower Advisory Group in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. His prior positions include roles at Ameriprise Financial Services, Fidelity Investments, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside services for Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns through integrated planning and managed account solutions tied to Empower’s administrative platforms.

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

Series 63, Series 66

Atlanta, GA

Empower Advisory Group

Carl Merritt is a financial advisor with Empower Advisory Group in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, JPMorgan Securities, and TIAA, and he co-founded Kaizen Travels LLC, a social travel club that organizes annual group trips. 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, 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 over short-term forecasts.

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

Series 63, Series 66

Austin, TX

Empower Advisory Group

Neal Bobba is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower, he worked at Macmillan Learning for ten 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 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.

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

Series 66, Series 63

Bonney Lake, WA

Empower Advisory Group

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities and Empower Financial Services, Inc. Brown also spent four years at Pierce Community College prior to her financial career. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform tied to recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing 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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Herbert L

CFP®, Series 66

Eads, TN

Empower Advisory Group

Herbert Landstreet Jr. is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He is currently affiliated with Gwfs Equities, Inc., where he has worked since 2015. He is based in Eads, Tennessee. He works with Empower Advisory Group (EAG), which 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 tied to Empower’s recordkeeping and administrative platforms, focusing on 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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Gustavo G

Series 63, Series 65

Richmond, TX

Empower Advisory Group

Gustavo Gaspar is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses. His previous work includes seven years at Wells Fargo Clearing and nine years at Wells Fargo Bank, N.A. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on 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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