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Kathleen B
Series 66
New Gloucester, ME
Empower Advisory Group
Kathleen Benbrook Reilley is a financial advisor with Empower Advisory Group holding a Series 66 designation and 31 years of industry experience. She has worked at Commonwealth Equity Services, Inc., Daybreak Financial Partners, and Monahan Associates, among others. She also serves as president of the Atwood Road Association, overseeing bylaws, meetings, and budget matters. 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 emphasizes long-term portfolio returns and integrated services linked to Empower’s recordkeeping and administrative platforms.
William P
Series 66, Series 63
Derby, KS
Empower Advisory Group
William Peterson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at GWFS Equities, Ivy Distributors, Waddell & Reed, Sedgwick County, and educational service organizations in Kansas. 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 services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.
Joe S
Series 65, Series 63
Overland Park, KS
Empower Advisory Group
Joe Sopha is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory work, he serves as Co-President of the Indian Hills Middle School Parent/Teacher Association, is an executive member of the Prairie Fields Home Owners Association, and is a board director for the All For Moms Foundation, a nonprofit supporting safe home environments for mothers. 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 integrated model leverages proprietary and third-party tools to deliver point-in-time financial plans and optional managed account solutions within a large enterprise framework.
Anna R
Series 63, Series 65
Oakland Park, FL
Empower Advisory Group
Anna Rifkin is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, TIAA, and Citizens Securities. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Vincent F
Series 66, Series 63
Greenwood Village, CO
Empower Advisory Group
Vincent Fraraccio is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower, he worked at Carolina Financial Services Group and has experience in various industries including hospitality and delivery services. 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’s integrated approach leverages Empower’s recordkeeping and administrative platforms to deliver both point-in-time financial plans and optional managed account solutions.
Stephen W
Series 66, Series 63, Series 65
Bronxville, NY
Empower Advisory Group
Stephen Ward is a financial advisor with Empower Advisory Group in Bronxville, NY, holding Series 66, Series 63, and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at GWFS Equities, Inc. and Mutual Of America Securities Corporation. 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 integrates its services closely with Empower’s recordkeeping and administrative platforms.
Justin K
Series 63, Series 66
Elkorn, NE
Empower Advisory Group
Justin Kane is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and seven years of industry experience. He has previously worked at Morgan Stanley and TD Ameritrade. 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 annual rebalancing through an integrated service model tied to Empower’s recordkeeping and administrative platforms.
Shara G
Series 63, Series 66
Myrtle Beach, SC
Empower Advisory Group
Shara Gleason is a financial advisor with Empower Advisory Group in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with GWFS Equities, Inc./Great West Life & Annuity Insurance Co. since 2006. Gleason also serves as the unpaid president of the Hidden Harbor Property Owners Association. 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 IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Chasen R
CFP®, Series 63, Series 65
Hailey, ID
Empower Advisory Group
Chasen Ruth is a CFP® with eight years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He previously worked at Morgan Stanley and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.
Cigi B
Series 66
Bolivia, NC
Empower Advisory Group
Cigi Blair is a financial advisor at Empower Advisory Group with eight years of industry experience. Blair holds a Series 66 designation and has worked at firms including Merrill, Truist Investment Services, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and employs a model integrated with Empower’s recordkeeping and administrative platforms.
Robert P
CFP®, Series 63, Series 66
American Fork, UT
Empower Advisory Group
Robert Palfreyman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at Morgan Stanley and E*Trade Securities. Palfreyman is also an adjunct faculty member at Brigham Young University, where he teaches online Excel classes. 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 account holders. The firm operates through a model integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Eric A
Series 66
Greenwood Village, CO
Empower Advisory Group
Eric Arthurs is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Brokerage Services LLC for four years. His background also includes roles at Edward Jones, AXA Advisors, and Brian F Arthurs CPA, PC. 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 tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.
Mauricio V
CFP®, Series 63, Series 65
Greenwood Village, CO
Empower Advisory Group
Mauricio Vaca is a CFP® with nine years of industry experience, currently affiliated with Empower Advisory Group. He previously worked at Personal Capital Advisors Corporation and Ronin Capital. 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 tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Chase W
Series 65
Saratoga Springs, UT
Empower Advisory Group
Chase Webster is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 65 designation and has previously worked at Personal Capital Advisors Corporation and Northwestern Mutual. Outside of financial services, he worked with Ute Crossfit/Factum Crossfit for three years. 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 delivers services through an integrated model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and savings rates over short-term forecasts.
Jason M
Series 63, Series 66
Fort Mill, SC
Empower Advisory Group
Jason Minsky is a financial advisor at Empower Advisory Group with 24 years of industry experience. His background includes roles at Ameriprise, Charles Schwab, and LPL Financial. He holds Series 63 and Series 66 designations. 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 integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.
Steven L
Series 66, Series 63
Overland Park, KS
Empower Advisory Group
Steven Ledgerwood is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at GWFS Equities and Reveal Management Services prior to joining Empower Advisory Group. Outside of his advisory role, he is active as a delivery driver for DoorDash and serves as a youth soccer referee with the Heartland Soccer Association. 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 integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through a point-in-time financial planning model.
Francisco Z
Series 63, Series 66
Waco, TX
Empower Advisory Group
Francisco Zaragoza is a financial advisor with Empower Advisory Group in Waco, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning, serving a large participant base with a higher client-to-advisor ratio than many peers.
Edward M
Series 63, Series 66
Newnan, GA
Empower Advisory Group
Edward Machado is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, Allied Mortgage Group, and Newrez LLC, as well as in the film and video industry. 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 account holders, using a model integrated with Empower’s recordkeeping and administrative platforms.
Erik F
Series 63, Series 65, Series 66
Sammamish, WA
Empower Advisory Group
Erik Falkenberg is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and TD Ameritrade. 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms.
Brady A
Series 66
Lafayette, LA
Empower Advisory Group
Brady Aymond is a financial advisor at Empower Advisory Group with 15 years of industry experience and a Series 66 designation. He has previously worked at Fidelity Investments, Hancock/Whitney Bank, BANK of AMERICA, N.A., and Merrill. 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 tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
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