Trey Norris is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Empower Advisory Group and previously worked at Edward Jones and Thrivent Financial. 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 integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms connected to Empower’s recordkeeping and administrative services.

Douglas Davis is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has worked at GWFS Equities, Inc. since 2013 and Northstar Realty Securities since 2012. 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 an integrated service model connected to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and optional managed account solutions.

Susan Mason is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 credentials. She has 28 years of industry experience, including tenure at Fidelity from 2005 to 2021 and ongoing roles with Advised Assets Group, LLC and Gwfs Equities, Inc since 2022. Mason also has experience working with the Boone County School District through 2025. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Matthew Robles is a financial advisor at Empower Advisory Group with a Series 65 credential and three years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Inc. and held positions at Greater Richmond Partnership, Chik Fil A, and Kroger. 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, annual rebalancing, and clients’ savings rates.

Gregory Mosier is a financial advisor at Empower Advisory Group with a Series 66 designation. He has held positions at Empower Financial Services since 2026 and previously worked at Desert Financial Credit Union and JPMorgan Chase. 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 linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Kim Richfield is a financial advisor at Empower Advisory Group with three years of industry experience. Her prior roles include positions at Fidelity Investments and nonprofit organizations such as Donor Alliance and Children’s Hospitals in Colorado and Wisconsin. Outside of advising, she engages in a small resale business based in Arvada, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with scalable advisory services.

Keithia D Great is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Coast2Coast Mortgage, Stirlingshire Investments, and PFS Investments Inc., along with experience as a marketing consultant. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

Scott Schroeder is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 65 designation and has been with Empower Advisory Group since 2023, following a tenure at Personal Capital Advisors Corporation starting in 2016. 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 clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Bradley Fritz is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, he serves as a commissioned officer in the U.S. Army Reserve and works as a bartender at local bars and grills. 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. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

Austin Miller is a financial advisor with Empower Advisory Group in Riverview, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Morgan Stanley Private Bank, Morgan Stanley, Charles Schwab, and King Soopers. 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 certain retail brokerage account holders. 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.

Don Santos is a financial advisor at Empower Advisory Group with 32 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His prior work includes extended tenures at TIAA-CREF and Prudential Investment Management Services, among others. 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 retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Alan Sejalbo is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds the Series 66 designation and has worked at Advised Assets Group, LLC, GWFS Equities, Inc., 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 certain retail brokerage clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s planning emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

Jordan Phelps Castro is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Northwestern Mutual Investment Services LLC and Charles Schwab & Co., Inc. Outside of financial services, he has experience with O.H.S.O Distillery & Brewery and Teffler Music. 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’s integrated service model focuses on long-term portfolio returns and client savings rates, delivering plans through both proprietary and third-party methodologies.

Jacqueline Walls is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and La Capitol FCU, and held a long-term position at Enterprise Holdings Inc. prior to her advisory career. 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 clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

David Whelan is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. In addition to his advisory work, he serves as a military police soldier in the Colorado Army National Guard and is an elected trustee for the Town of Firestone. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base through a model that combines proprietary and third-party planning methodologies.

Leonard Lehmann is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. He also works as a freelance photographer for Park Hill High School. 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 combines proprietary and third-party planning methodologies with an integrated platform tied to Empower’s recordkeeping and administrative services.

David Nantau is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, E*Trade Securities, Wells Fargo Clearing Services, and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning process and serves a large participant base relative to its advisor headcount.

Janine Beal is a financial advisor with Empower Advisory Group in Scituate, MA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for nine years before joining Empower Retirement in 2020. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated solutions through Empower’s recordkeeping and administrative platforms.

Robert Magnacca is a financial advisor with Empower Advisory Group in Waltham, MA, holding the CFP® designation and Series 65 and 63 licenses. He has 30 years of industry experience, having previously worked at TIAA-CREF and GWFS Equities. Outside of advising, he is an author of three books on professional financial guidance and teaches a class on artificial intelligence as an adjunct lecturer at Babson College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within employer plan lineups and serves a large participant base relative to its adviser count.

Kiante Mc Fail is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at MWA Financial Services Inc and Modern Woodmen 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 account holders. The firm offers integrated services through proprietary and third-party planning methodologies, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.