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Ronald B
Series 63, Series 66
Bulls Gap, TN
Empower Advisory Group
Ronald Berard is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Empower Financial Services, Griffin Fowlers Farmers Insurance Agency, Patriot Home Inspection, and a long tenure with Tri-State Baptist Church. 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. 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.
Brandon B
Series 66, Series 63
Raymore, MO
Empower Advisory Group
Brandon Burdick is a financial advisor at Empower Advisory Group with 7 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Empower Financial Services, Northwestern Mutual Investment Services LLC, and Walgreens. 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 through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning services.
Taylor Z
Series 66
Kimberly, WI
Empower Advisory Group
Taylor Zornow is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 16 years of industry experience. Prior to joining Empower Financial Services, Inc. in 2022, he worked at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans from 2007 to 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach includes integrated service delivery tied to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and savings rates.
Mandi D
Series 63, Series 66
Allendale, MI
Empower Advisory Group
Mandi Dillon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior roles include positions at Principal Financial Services and Stifel Nicolaus & Co Inc. Dillon has also been involved with nonprofit organizations such as Big Brothers Big Sisters of Colorado and the American Cancer Society. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning process and serves a large participant base relative to its advisor headcount.
Andrew E
Series 63, Series 65
Port Washington, NY
Empower Advisory Group
Andrew Estreich is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Prudential Insurance Company of America, Northwestern Mutual Wealth Management Company, and Ameriprise Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Jared M
Series 66
Greensboro, NC
Empower Advisory Group
Jared Morris is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank and Wells Fargo Clearing, as well as Allegacy Federal Credit Union and BB&T. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm offers 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.
Keith D
Series 65, Series 63, Series 66
Wilmington, NC
Empower Advisory Group
Keith Dorney is a financial advisor with Empower Advisory Group in Wilmington, NC, holding Series 65, Series 63, and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Fisher Investments, Wells Fargo Advisors, and Happy Valley Partners. 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 operates through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
James V
Series 63, Series 66
Adairsville, GA
Empower Advisory Group
James Vandiver is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Highpoint Planning Partners and LPL Financial. Outside of his advisory work, he serves as president and sole donor of a nonprofit that distributes Hebrew Bibles to Messianic ministries. Empower Advisory Group provides financial planning and investment management primarily for 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 savings rates in its financial plans and serves a large participant base relative to its advisor headcount.
Zakeriah N
CFP®, Series 63
Ayer, MA
Empower Advisory Group
Zakeriah Nabulsi is a CFP® with 17 years of industry experience and is affiliated with Empower Advisory Group. She has worked at Great West Life & Annuity Insurance Company since 2008 and has been involved with the University of Massachusetts Lowell since 2004. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. 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.
Aaron W
Series 66
Tampa, FL
Empower Advisory Group
Aaron Wargo is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and Charles Schwab. Outside of finance, he owns and operates a personalized stretching and yoga business serving professional athletes. 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. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates through point-in-time financial plans and optional managed accounts.
Jason L
Series 63, Series 65, Series 66
Katy, TX
Empower Advisory Group
Jason Lam is a financial advisor with Empower Advisory Group located in Katy, Texas. He holds the Series 63, Series 65, and Series 66 designations and has four years of industry experience. His prior work includes roles at Stifel, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he is a remote online notary agent conducting mortgage loan and other notarized documentation through a Texas state-approved platform. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.
Sean O
Series 63, Series 65
Greenwood Village, CO
Empower Advisory Group
Sean Odell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Empower Retirement, Citigroup, and Key Bank. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Jamie P
Series 66
Goodyear, AZ
Empower Advisory Group
Jamie Phillips is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with Empower Advisory Group and Empower Financial Services since 2022, and previously held positions at Fidelity Brokerage Services and Morgan Stanley. Prior to his financial services career, he was employed at Lakeside Fitness Center for six years. 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.
James C
Series 63, Series 66
Petersburg, KY
Empower Advisory Group
James Carberry is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments for 21 years, followed by positions at State Farm Insurance and Fifth Third Bank. 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.
James J
Series 66, Series 63
Port St. Lucie, FL
Empower Advisory Group
James Jessup is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, Jessup operates a home-based bakery, Pie Guys Bakery, specializing in pies and pastries sold directly to consumers under Florida’s cottage food law. 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 offers integrated services focused on long-term portfolio returns, annual rebalancing, and savings rates within an aligned platform connected to Empower’s recordkeeping and administrative systems.
Christopher M
Series 66, Series 63
Derry, NH
Empower Advisory Group
Christopher Murphy is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Empower Advisory Group since 2026 and previously was employed with GWFS Equities from 2019. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Christopher A
Series 65, Series 63
Trumbull, CT
Empower Advisory Group
Christopher Allegro is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Pacific Specialty Insurance Company and Newton Allstate Agency. 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 tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Johanan F
Series 63, Series 65
Houston, TX
Empower Advisory Group
Johanan Farrington is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at VALIC Financial Advisors and Agia. Outside of his advisory role, Johanan occasionally works as a photographer specializing in portrait photography for individuals and families. 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, annual rebalancing, and client savings rates in its financial planning approach.
Beth R
Series 63, Series 66
Bryant, AR
Empower Advisory Group
Beth Roberts is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Regions Bank, Fidelity Investments, Cetera Investment Services, LPL Financial, Bank of America, Merrill, Stephens Inc., TD Ameritrade, and Scottrade. 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 connected 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.
April W
Series 66
Deatsville, AL
Empower Advisory Group
April Watson is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services. 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 leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.
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