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Josh V

Series 63, Series 65

Epworth, IA

Empower Advisory Group

Josh Vondran is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, American Trust, LPL Financial, and Cetera Investment Advisors. Outside of his advisory work, he serves as a judge for the United Powerlifting Association and coaches youth baseball in Western Dubuque. 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 retail brokerage clients, delivering services 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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Jason A

Series 66, Series 63

Hope, RI

Empower Advisory Group

Jason Arrighie is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and possessing 14 years of industry experience. His prior work includes positions at GWFS Equities 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 certain retail brokerage account holders. The firm’s integrated 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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Jacob K

Series 66

Lincoln, NE

Empower Advisory Group

Jacob Kramer is a financial advisor at Empower Advisory Group with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fidelity Investments, Dana F Cole and Co, ITC Federal, Walmart, and Amigos. Empower Advisory Group provides financial planning and investment management services 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 affiliated Empower entities’ platforms.

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

Series 63, Series 66

Deerfield Beach, FL

Empower Advisory Group

Melissa Ramsaran is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and three years of industry experience. Her prior experience includes roles at Morgan Stanley, Fidelity Investments, and Mutual of America. 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 emphasizes long-term portfolio returns and annual rebalancing, delivering services 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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Patrick S

Series 63, Series 65

Greer, SC

Empower Advisory Group

Patrick Sundberg is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group in 2026, he worked at Wells Fargo and J.P. Morgan in various roles from 2016 to 2026. 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.

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

CFP®, ChFC®, Series 63, Series 66

Land O Lakes, FL

Empower Advisory Group

Ryan Morrison is a CFP® and ChFC® with 20 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having joined in 2023. His prior experience includes roles at Fisher Investments, TD Ameritrade Investment Management, Td Ameritrade, Inc., and Scottrade, Inc. 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and 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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Corina P

Series 66

Clemmons, NC

Empower Advisory Group

Corina Parmenter is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity Investments, GWFS Equities, Advised Assets Group, Nuveen, and TIAA. Outside of advising, she is the owner of Bue Properties, 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 account holders. The firm offers a financial planning service focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected 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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Daniel C

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Daniel Copeland is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Fidelity National Information Services and T. Rowe Price. 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 emphasize 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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Malaika C

Series 63, Series 66

Cape Coral, FL

Empower Advisory Group

Malaika Cook is a financial advisor at Empower Advisory Group with nine years of industry experience. Her prior roles include positions at Fisher Investments, Morgan Stanley, and T. Rowe Price. She holds Series 63 and Series 66 licenses and is based in Cape Coral, Florida. 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 approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, leveraging a tightly integrated model 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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Clifford W

Series 66

Greenwood Village, CO

Empower Advisory Group

Clifford Weybrecht is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Northwestern Mutual, 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 certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, focusing 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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John M

Series 63, Series 66

Jacksonville Beach, FL

Empower Advisory Group

John Mills is a financial advisor with Empower Advisory Group in Jacksonville Beach, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior work includes positions at Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade, Inc. Mills has been with Empower since 2026. 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 client savings rates.

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

Series 63, Series 65

Houston, TX

Empower Advisory Group

Tyler Chandler is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes roles at GWFS Equities, Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Outside of finance, he owns and operates a carpet cleaning business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated 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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Keith H

Series 63, Series 66

Jacksonville, FL

Empower Advisory Group

Keith Henriquez is a financial advisor at Empower Advisory Group with 11 years of industry experience. He has previously worked at Bank of America and Merrill. His credentials include the Series 63 and Series 66 licenses. 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 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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Breanna K

Series 66, Series 63

Madison, WI

Empower Advisory Group

Breanna Klepoch is a financial advisor at Empower Advisory Group in Madison, WI, holding Series 66 and Series 63 licenses with one year of industry experience. Her prior experience includes roles at Bankers Life and Casualty, Fifth Third Bank, and CASE Credit Union. Outside of her advisory work, she is employed as a host at Tupelo Honey, a restaurant in Grand Rapids, MI. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within retirement 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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Steven R

Series 63, Series 65

Wakefield, MA

Empower Advisory Group

Steven Rugo is a financial advisor with Empower Advisory Group in Wakefield, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at GWFS Equities, Inc. since 2018 and John Hancock Distributors, LLC from 2014 to 2018. Outside of investment-related activities, he owns and operates an investment property. 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 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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Jared G

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Jared Gomes is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been working 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s services include point-in-time financial plans and optional managed account solutions, delivered 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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Zyrine Valerie S

Series 66

Greenwood Village, CO

Empower Advisory Group

Zyrine Valerie Suante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and previously worked at DXC Technology and Concentrix CVG Philippines Inc. 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 offer both point-in-time financial plans and managed account solutions.

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

Series 66

Baltimore, MD

Empower Advisory Group

Tyler Kuhn is a Series 66-licensed financial advisor at Empower Advisory Group with 11 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. 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 certain retail brokerage account holders, 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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Ma Eva C

Series 66

Greenwood Village, CO

Empower Advisory Group

Ma Eva Cutura is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, she worked at Infosys BPM Limited and Concentrix Philippines. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, using an integrated model that aligns with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its point-in-time financial plans.

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

Series 66, Series 63

Coalville, UT

Empower Advisory Group

Chelsea Kirst is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and nine years of industry experience. Her prior work includes roles at Empower Financial Services, Ally Invest Securities, E*Trade Securities, and SecurityNational Mortgage Company. 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 integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing 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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