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Courtney B

Series 66

Greenwood Village, CO

Empower Advisory Group

Courtney Burrell is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Personal Capital Advisors Corporation and Mass Mutual Investors Services. Outside of her advisory role, she is involved in life coaching, focusing on life and money mindset coaching without providing financial advice. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage account holders. The firm operates 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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Gabriel R

Series 66

Winter Haven, FL

Empower Advisory Group

Gabriel Rodriguez Gomez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and beginning his industry career in 2026. He has prior experience with Empower Financial Services, Inc. and Admiral Metical. 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, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates over short-term forecasts and serves a large participant base relative to its advisor count.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Melissa Fisher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Fidelity Investments, Northwestern Mutual Investment Services LLC, and Douglas Dawson. Outside of her advisory work, she is a wellness advocate with doTERRA International LLC, supporting essential oil education within her team. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services 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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Gabriel W

Series 63, Series 65

Asbury, IA

Empower Advisory Group

Gabriel Ward is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at Prudential Insurance Company of America and Global Portfolio Strategies, Inc. His current tenure at Empower Retirement began in 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

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

Series 65

Austin, TX

Empower Advisory Group

Ryan Pilipow is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 65 designation and has previously worked with Personal Capital Advisor Corporation and the University of 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within 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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Jesse D

Series 63, Series 65

Hazel Green, WI

Empower Advisory Group

Jesse Dalsing is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including GWFS Equities, Inc., Prudential Customer Solutions LLC, and Global Portfolio Strategies, Inc. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus 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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Jacquelyn K

Series 66, Series 63

Munger, MI

Empower Advisory Group

Jacquelyn Korpal Beyer is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Empower, she worked at J.P. Morgan Securities LLC and PNC Financial Group. Outside of finance, she has operated Jacqui B's Greenhouse for over 20 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s services integrate financial planning with 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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Charles G

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Charles Guy Jr. is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Personal Capital Advisors Corporation and Charles Schwab. 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. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering 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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Nancy S

Series 63, Series 65

Birmingham, AL

Empower Advisory Group

Nancy Sachtleben is a financial advisor with Empower Advisory Group in Birmingham, AL. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include consulting and positions at BCR Wealth Advisors and Protective Life. Outside of finance, she has been involved with Mountain Brook Community Church Journey. 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 and integrates its 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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Matthew G

Series 63, Series 66

West Des Moines, IA

Empower Advisory Group

Matthew Gasser is a financial advisor with Empower Advisory Group in West Des Moines, IA. He holds Series 63 and Series 66 registrations and has nine years of industry experience. His prior work includes roles at BancWest Investment Services, Bank of the West, Bank of America, and Merrill. Outside of his advisory work, he has a part-time role as a car wash attendant at Tommy's Express. 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 certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, emphasizing 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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Theresa C

Series 66, Series 63

Leander, TX

Empower Advisory Group

Theresa Clements is a financial advisor with Empower Advisory Group in Leander, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Empower Financial Services, Colonial Life, and Paycor. She continues to receive trailing commissions from Colonial Life on previously sold business. 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 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 M

Series 66

Wentzville, MO

Empower Advisory Group

Jacob Mueller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining Empower. His background includes roles outside finance, such as positions at Active Life Chiropractic and the International Union of Painters and Allied Trades. 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 certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integration with Empower’s administrative platforms.

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

Series 63, Series 66

Freshwater, FL

Empower Advisory Group

Dean Larson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He previously worked at GWFS Equities, Inc., Bank of America, N.A., and Merrill, each spanning significant periods. Outside of financial advising, he owns a weight loss website and has self-published a book on Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with IRA and retail brokerage account holders. The firm’s integrated approach focuses on long-term portfolio returns and annual rebalancing through financial plans and optional managed accounts delivered via 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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Lisa C

Series 63, Series 65

Boston, MA

Empower Advisory Group

Lisa Cardinal is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at GWFS Equities, Inc. since 2012. Cardinal is also an independent associate of the Framingham State alumni association and serves frequently on one of their committees. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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

Series 66, Series 63

Cotter, AR

Empower Advisory Group

Thomas Legendre is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several firms including Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory roles, he has a long-term affiliation with Avoca Duck Club. 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 through Empower’s recordkeeping and administrative platforms, with an emphasis 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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Alexander M

Series 63, Series 66

Kansas City, MO

Empower Advisory Group

Alexander Montanez is a financial advisor with Empower Advisory Group based in Kansas City, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Montanez has worked at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and disciplined rebalancing.

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

Series 66

Golden Valley, MN

Empower Advisory Group

Benjamin Mason is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, Advanced Wealth Management Group, and Equitable Advisors. Mason is based in Golden Valley, MN. 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 select retail brokerage account holders. The firm uses an integrated service model 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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Paul S

Series 63, Series 65, Series 66

Little Rock, AR

Empower Advisory Group

Paul Schaefer is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He previously worked at Milliman for 13 years and has held roles at AGIA and Valic Financial Advisors. Outside of advising, he is appointed as an agent to sell non-securities insurance products for AGIA. 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 uses an integrated model linked to Empower’s 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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Stephen A

Series 63, Series 66

Swampscott, MA

Empower Advisory Group

Stephen Armstrong is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Great West Life & Annuity Insurance Company since 2009. Outside of his advisory role, he works as a contract driver for Uber, DoorDash, and Lyft, typically outside normal business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, employing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time plans and offers optional managed account solutions.

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

Series 66

Philadelphia, PA

Empower Advisory Group

Leslie Thoms is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Empower Advisory Group in 2024, Thoms worked at Morgan Stanley and E*TRADE in various roles between 2015 and 2024. 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, operating through 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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