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Justin M

Series 66, Series 63

Olathe, KS

Empower Advisory Group

Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Waddell & Reed, Inc. and Kansas State Recreational 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 offers point-in-time financial plans and optional managed account solutions through a model 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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Zachary G

Series 66

Lakewood, CO

Empower Advisory Group

Zachary Gregory 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 firms including JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America/Merrill, Bankers Life, USAA, and Medtronic. 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 rebalancing, with services delivered through 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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Bryan V

Series 63, Series 65

Winter Springs, FL

Empower Advisory Group

Bryan Velasco is a financial advisor with Empower Advisory Group based in Winter Springs, FL. He holds Series 63 and Series 65 designations and has eight years of industry experience. His prior roles include positions at Robinhood Financial, U.S. Bancorp Investments, Bank of New York Mellon, and GWN 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 account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing 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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Jared P

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jared Polster is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWFS Equities, Inc. since 2014. 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 delivers services through 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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Jennifer M

Series 65

Florence, AL

Empower Advisory Group

Jennifer Mc Means is a Series 65 licensed financial advisor at Empower Advisory Group with over 11 years of industry experience, including seven years at Fish and Associates before joining Empower in 2022. She is based in Florence, Alabama. 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 clients. The firm offers integrated services aligned with 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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Stephanie S

Series 63, Series 66

San Diego, CA

Empower Advisory Group

Stephanie Secor is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and 31 years of industry experience. Her prior firms include Goldman Sachs & Co LLC, Charles Schwab & Co, and Citigroup Global Markets. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus 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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Scott M

Series 63, Series 66

Mitchellville, IA

Empower Advisory Group

Scott Mergen is a financial advisor at Empower Advisory Group with credentials including Series 63 and Series 66. He has experience spanning over a decade with prior roles at Legacy Bank, Iowa Realty, and Scott's Roofing. 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 clients’ savings rates 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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Susan O

Series 63, Series 65

Westfield, IN

Empower Advisory Group

Susan Oman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at American Funds and Orchard Software. 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 and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning services.

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

Series 66

Wausau, WI

Empower Advisory Group

Zachary Beyer is a financial advisor with Empower Advisory Group holding a Series 66 credential and beginning his industry experience in 2026. Prior to joining Empower Advisory Group, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2025. Beyer has over two decades of involvement with SNHU Online since 2003. 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 account holders. The firm’s approach integrates planning and managed accounts within Empower’s recordkeeping and administrative platforms, focusing 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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John Michael C

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

John Michael Claro is a financial advisor at Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Empower Financial Services, Foundever Inc, Infosys Ltd, and other companies. 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 certain retail brokerage account holders, offering services integrated with Empower’s administrative platforms and emphasizing long-term portfolio outcomes.

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

Series 65, Series 63

Miami, FL

Empower Advisory Group

Kassandra La Victoire is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes positions at Empower Financial Services, Tinta Y Cafe, Emissary, and Puroast. 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 Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

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

Series 63, Series 66

Sandy, UT

Empower Advisory Group

Evan Richards is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with GWFS Equities, Vasa Fitness, the University of Colorado, and Old Chicago. 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’s integrated service model focuses on long-term portfolio returns and savings rates, delivering point-in-time financial plans alongside optional managed account solutions.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Kyle Johnson is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has been with Gwfs Equities, Inc. since 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 account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize 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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Matthew I

Series 66

Granbury, TX

Empower Advisory Group

Matthew Irwin is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments and Edward Jones. 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 offers point-in-time financial plans and optional managed account solutions, with a focus 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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Jason Y

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jason Young is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Scottrade, TD Ameritrade, Nuview Analytics, and other firms. Outside of advising, he is co-owner of a retail party store, Parker Party America, assisting with accounting and operational tasks. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s approach integrates proprietary planning tools with recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

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

Series 66, Series 63

Sparta, NJ

Empower Advisory Group

Carlos Davidson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Capital Truth Advisors, Valeo, and Late Stage Management, as well as positions outside finance at Alpine Meats and Deli, Straus News, and White Deer BBQ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and 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.

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

Series 63, Series 66

Glendale, AZ

Empower Advisory Group

Deondra Perrone is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BMO Harris Bank, Gwfs Equities, Inc., and The Vanguard Group. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing 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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Raul S

Series 63, Series 66

Moreno Valley, CA

Empower Advisory Group

Raul Salazar Jr. is a financial advisor with Empower Advisory Group in Moreno Valley, CA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His work history includes roles at GWFS Equities, Inc. and J.P. Morgan Securities, as well as JPMorgan Chase Bank, N.A. 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, using an integrated model linked 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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Elizabeth L

Series 66

East Granby, CT

Empower Advisory Group

Elizabeth Lott is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 credential and has worked at firms including LPL Financial, The Prudential Insurance Company of America, and Horace Mann Companies. Outside of finance, she is involved in dance and fitness instruction, teaching at the Farmington Valley YMCA and Farmington Valley Academy Montessori, and owning East Coast Dance & Fitness. 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’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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Sam L

Series 63, Series 65

Savannah, GA

Empower Advisory Group

Sam Lyons is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and five years of industry experience. His prior work history includes roles at GWFS Equities, Inc., First Command Advisory Services, and The St James. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for Empower Premier IRA and retail brokerage clients. The firm uses an integrated service model connected to Empower’s administrative platforms and emphasizes 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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