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Luke B

Series 66, Series 63

Chicago, IL

Empower Advisory Group

Luke Bowyer is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 66 and Series 63 licenses and 4 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Alico Family Golf, and the Golf Club of The Everglades. 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, delivering 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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Gregory D

CFP®, Series 63, Series 66

San Diego, CA

Empower Advisory Group

Gregory De Palma is a CFP® with 12 years of industry experience, currently serving at Empower Advisory Group. He has previously worked at Personal Capital Advisors and joined Empower in 2023. 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 through proprietary and third-party methodologies.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Heyzhielle Vie Po Quimque is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Securities, LLC and Wells Fargo EGS Philippines LLC prior to joining Empower. 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 combines proprietary and third-party methodologies, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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

Series 66

Stanford, CT

Empower Advisory Group

John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp 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 offers integrated services that emphasize 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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Edward L

Series 63, Series 66

Salinas, CA

Empower Advisory Group

Edward Lopez is a financial advisor with Empower Advisory Group in Salinas, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Gwfs Equities Inc/Great West Life & Annuity Insurance Company since 2006. 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 connected to Empower’s recordkeeping and administrative platforms, emphasizing 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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Juliana R

Series 66

Katy, TX

Empower Advisory Group

Juliana Ramirez is a financial advisor at Empower Advisory Group in Katy, TX, holding a Series 66 designation. She has one year of industry experience with prior roles including positions at Mariner Finance and Empower Financial Services. 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 offers both 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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Suzanne M

Series 63, Series 65

Laurel, MD

Empower Advisory Group

Suzanne Mchugh is a financial advisor with Empower Advisory Group in Laurel, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Gwfs Equities, Inc., Rcm&D, Lockton Companies, LLC, and Lockton Financial Advisors, LLC, where she has served for over a decade. 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 accounts. The firm delivers integrated financial planning and managed account solutions 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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Justin K

Series 63, Series 66

Nahant, MA

Empower Advisory Group

Justin Ketola is a financial advisor at Empower Advisory Group with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Empower Retirement since 2021. Outside of his advisory role, he serves as a collegiate ice hockey goaltending coach at Tufts University. 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, 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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Eugene J

Series 66, Series 63

Chesapeake, VA

Empower Advisory Group

Eugene Jackson IV is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at OVM Financial Inc. for nine years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates through 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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Austin B

Series 65

Minden, IA

Empower Advisory Group

Austin Beebe is a financial advisor at Empower Advisory Group with a Series 65 designation and over six years of industry experience. His prior roles include positions at Personal Capital, UBS, and DV Trading. 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 clients, delivering services through integrated platforms that 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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Michael B

Series 66

Temple, TX

Empower Advisory Group

Michael Britton is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. for eight years before joining Empower. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms and offers both 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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Paul S

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Paul Sammons is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His previous roles include positions at Northern Lights Distributors, Toews Corporation, and GWFS Equities, Inc. 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’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing 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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Lori B

Series 63, Series 66

Cedar Rapids, IA

Empower Advisory Group

Lori Bouska is a financial advisor with Empower Advisory Group in Cedar Rapids, IA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Her prior experience includes roles at Edward Jones and Auxiant, among others. 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 through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its proprietary financial planning service.

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

Series 66, Series 63

Fairborn, OH

Empower Advisory Group

Travis Miller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including State Farm VP Management Corp., KeyBank, 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’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative services.

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

Series 63, Series 65

Perry Township, OH

Empower Advisory Group

Melissa Johns is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, including prior roles at Ally Invest Advisors, Citizens Securities Inc., and CITIZENS Bank. In addition to her advisory work, she manages client service teams supporting Ally Bank customers. 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 integrates its services with affiliated Empower entities, offering point-in-time financial plans and optional managed accounts within plan lineups established by plan sponsors.

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

Series 63, Series 65

Fort Wayne, IN

Empower Advisory Group

Braden Hoffman is a financial advisor at Empower Advisory Group with Series 63 and Series 65 registrations and two years of industry experience. He has held roles at several firms, including J.P. Morgan Securities and Lincoln Financial Group. Outside of finance, he co-owns Hoffman Financial Group LLC, a business focused on childhood education and special needs advocacy, where he develops educational materials about neurodiversity for children. 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 administrative platforms. The firm’s approach emphasizes long-term portfolio returns and savings rates through 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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Heyden P

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Heyden Pue is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and has prior experience with AutoPay and Mile High Services. Outside of his financial career, he has worked as a beer vendor for NFL games and concerts, including for the Denver Broncos' former stadium. 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’s integrated services emphasize long-term portfolio returns and are 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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Scott P

Series 65

San Tan Valley, AZ

Empower Advisory Group

Scott Piper is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments, Google (Powered by Mosaic North America), and in educational roles at Arizona Virtual Academy, Legacy Traditional Schools, and Coolidge Unified School District. 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 services integrate 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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Joseph S

Series 66, Series 63

Keller, TX

Empower Advisory Group

Joseph Stroud is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Investments and Castle Placement. 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 in its planning approach, serving a large participant base relative to its number of advisers.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Casey Story is a financial advisor with Empower Advisory Group and holds the Series 66 designation. Casey has been with Empower since 2025 and has prior work experience in software and media companies including Vital Software, Health Recovery Solutions, and National Cinemedia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model tied to 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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