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Craig B

CFP®, Series 65

Greenwood Village, CO

Empower Advisory Group

Craig Birk is a CFP® and holds a Series 65 license, with 15 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2023, and previously was with Personal Capital Advisors Corporation for over a decade. 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 account holders. The firm emphasizes long-term portfolio returns and integrated service delivery 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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Travette K

Series 66, Series 63

Phoenix, AZ

Empower Advisory Group

Travette Keyes is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Empower, he worked at Charles Schwab & Co., Inc. and The Vanguard Group, Inc. His diverse background includes roles in insurance, retail, and community involvement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated model supports both point-in-time financial plans and optional managed account solutions, with a 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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Omar K

Series 63, Series 65

Vancouver, WA

Empower Advisory Group

Omar Kemp is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower Advisory Group, he worked at Fisher Investments for seven years and had roles at Cetera Investment Services, Foresters Advisory Services, and Teen Enrichment Network. 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 integrated model emphasizes long-term portfolio returns and is closely 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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Brittney A

Series 66

Saint Petersburg, FL

Empower Advisory Group

Brittney Axsom is a Series 66-licensed financial advisor at Empower Advisory Group with two years of industry experience. Her prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. She is also involved in a retail business, Tampa Bay Merch & Co, where she sells clothes, candles, bags, and stickers. Empower Advisory Group offers 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 emphasizes long-term portfolio returns and integrated services 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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Tonisha K

Series 66, Series 63

Brooklyn, NY

Empower Advisory Group

Tonisha Kerr is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses. She has recent experience at several firms including Northwestern Mutual and Canaras Capital Management, with an overall industry tenure starting in 2015. Kerr has also been self-employed since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s integrated approach includes point-in-time financial plans and optional managed account solutions delivered through proprietary platforms.

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

Series 63, Series 66

Columbus, OH

Empower Advisory Group

Mouna Bouhajra is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Nationwide Life Insurance. 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.

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

Series 65, Series 63

Sumter, SC

Empower Advisory Group

Precious Bentley is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Empower Advisory Group, she worked at Wells Fargo Clearing, Wells Fargo Bank, NA, Cadence Bank, and One Main 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 services are integrated with Empower’s recordkeeping and 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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Danica A

Series 66

Greenwood Village, CO

Empower Advisory Group

Danica Athanassiou is a financial advisor with Empower Advisory Group who holds a Series 66 registration and has 17 years of industry experience. She has worked at Raymond James Financial Services and its affiliates from 2010 to 2021 and has been with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021. Outside of financial advising, she is involved in a retail aquarium business and owns an online shop selling vintage posters and paper goods. 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’s services emphasize long‑term portfolio returns and are closely 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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Andrew C

Series 63, Series 66

Lilburn, GA

Empower Advisory Group

Andrew Crawford is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Shared Service Solutions and Regional Management Corporation. 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, delivering services 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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Bradford W

Series 66

Greenwood Village, CO

Empower Advisory Group

Bradford Werth is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at All Pro Pavement and Delta Payments. 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, delivering services 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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Kirk D

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Kirk Diefenbach is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He spent 18 years at Charles Schwab Bank and Charles Schwab before joining Empower Advisory Group in 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 integrate with Empower’s recordkeeping and administrative platforms and focus 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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Luke D

Series 63, Series 65

Billings, MT

Empower Advisory Group

Luke Daly is a financial advisor with Empower Advisory Group in Billings, MT. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at First Interstate Bank and LPL Financial. Daly is also a licensed real estate agent with PureWest, providing mortgage and real estate services. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach combines point-in-time financial plans with optional managed account solutions, emphasizing long-term portfolio returns and 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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Michael B

CFP®

Stewart Manor, NY

Empower Advisory Group

Michael Byrne Jr. is a CFP® professional with six years of industry experience. He has worked at Empower Advisory Group since 2023 and previously held roles at Personal Capital Advisors Corporation, Rockwood Wealth Management, and Pitcairn Trust Company. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing 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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Jonathan B

Series 66, Series 63

Waddell, AZ

Empower Advisory Group

Jonathan Brown is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at firms including USAA and Empower Financial Services. 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 utilizes an integrated model 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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Jared C

Series 63, Series 66

Gilbert, AZ

Empower Advisory Group

Jared Christensen is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including extensive tenure at Fidelity Investments before joining Empower in 2026. Jared is based in Gilbert, Arizona. 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’s integrated approach leverages proprietary planning tools and emphasizes long-term portfolio returns 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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Alexander G

Series 66, Series 63

Canton, MA

Empower Advisory Group

Alexander Guccione is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 licenses and has worked previously at John Hancock and Human Interest. 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 approach and serves a large participant base relative to its advisor headcount.

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

Series 63, Series 66

Kissimmee, FL

Empower Advisory Group

Philip Clark is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Marriott International. Outside of finance, he owns and operates a business that builds and sells furniture and designs apparel. 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 account holders. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing, operating at a large scale with close affiliation to Empower’s recordkeeping and administrative entities.

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

Series 66

Boston, MA

Empower Advisory Group

Hilary Haight is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, Macy’s Inc, and Maggie Sottero Designs. Outside of her advisory role, she owns a small business called HelloDarling Sales, which creates custom care packages and handcrafted items, and also runs Hello Darling Events & Productions, organizing small curated retreats and activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s approach 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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Zachary S

Series 63, Series 66

Salem, NH

Empower Advisory Group

Zachary Stevens is a financial advisor with Empower Advisory Group in Salem, NH. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including his current role at GWFS Equities since 2017. 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.

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

Series 63, Series 66

Woodmere, OH

Empower Advisory Group

Deborah Solomon is a financial advisor with Empower Advisory Group located in Woodmere, OH. She holds Series 63 and Series 66 licenses and has nine years of industry experience, including roles at GWFS Equities, Advised Assets Group, Charles Schwab, TD Ameritrade, Key Private Bank, Bank of America, Merrill, and Wells Fargo Advisors. Outside of her advisory work, she is the owner of Valiente Ventures, 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 select retail brokerage clients. The firm emphasizes long-term portfolio returns and operates through 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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