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Matthew B
Series 66
Kansas City, MO
Empower Advisory Group
Matthew Brooks is a financial advisor with Empower Advisory Group in Kansas City, MO. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Axa - Equitable, as well as service in the U.S. Army Reserve from 2007 to 2018. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and manages a large participant base relative to its advisor headcount.
Brendan E
CFA®, Series 66
Greenwood Village, CO
Empower Advisory Group
Brendan Erne is a CFA® charterholder and holds the Series 66 designation, with 18 years of experience in the financial advisory industry. He is currently with Empower Advisory Group and has also been associated with Personal Capital Advisors. Brendan is based in Greenwood Village, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.
Sonya V
Series 66
Tolleson, AZ
Empower Advisory Group
Sonya Valentin is a financial advisor with Empower Advisory Group in Tolleson, AZ, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, Morgan Stanley, and The Prudential Insurance Company of America. She is also the owner of Shopalot LLC, an e-commerce business. 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning.
Jacob S
Series 63, Series 66, Series 65
Tempe, AZ
Empower Advisory Group
Jacob Schuerman is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at The Vanguard Group and Empower Financial Services, and he has served in various roles including at the University of Arizona and in community involvement through the Tempe Church of Christ’s Financial Stewardship Ministry Team. 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.
Rosanna C
Series 66
Hackensack, NJ
Empower Advisory Group
Rosanna Coviello is a financial advisor at Empower Advisory Group with a Series 66 credential and six years of industry experience. She has worked at several firms, including UBS Financial Services and Gladstone Wealth 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 retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model tied to Empower’s recordkeeping and administrative platforms.
Adam S
Series 66, Series 63
Greenwood Village, CO
Empower Advisory Group
Adam Snyder is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at T Rowe Price, Risk Management and Wealth Preservation LLC, Rock Bottom Brewery, and Darden Restaurant Group. Outside of his advisory work, he also works as a contract courier for Door Dash. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and 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 affiliated with Empower’s recordkeeping and administrative services.
Nathan G
Series 66
Grand Rapids, MI
Empower Advisory Group
Nathan Grant is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Gwfs Equities, Prudential Investment Management Services, The Prudential Insurance Company of America, Wells Fargo Clearing, and FormulaFolios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.
Shannon C
Series 63, Series 65, Series 66
Rexburg, ID
Empower Advisory Group
Shannon Conway is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Empower Advisory Group, Conway worked at Charles Schwab from 1999 to 2022. Outside of finance, Conway owns Conway Racing, a racing business involving driving and maintaining race cars. 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 retail brokerage account holders. The firm uses an integrated model aligned with Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.
Stephanie B
Series 66, Series 63
Greenwood Village, CO
Empower Advisory Group
Stephanie Barres is a financial advisor at Empower Advisory Group with 31 years of industry experience. She holds the Series 66 and Series 63 credentials and has worked at Empower Financial Services since 2020, as well as at Janus Management Holdings Corp. and Janus Distributors LLC from 2016 to 2019. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.
Elizabeth S
Series 66, Series 63
Austin, TX
Empower Advisory Group
Elizabeth St Paul is a financial advisor with Empower Advisory Group in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes tenure at New York Life and NYLife Securities before joining Empower. She serves as an unpaid member of the State Board of Directors for Texas CASA, a nonprofit focused on mentoring children in the foster care system. 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 clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.
Brian K
Series 63, Series 66
Tucson, AZ
Empower Advisory Group
Brian Kracht is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Guaranteed Rate, The Vanguard Group, and served in the United States Air Force. 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 linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Kenneth L
Series 66, Series 63
Lowell, MA
Empower Advisory Group
Kenneth Lahey is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His prior career includes over a decade with Fidelity and subsequent roles at Empower Financial Services before joining Empower Advisory Group. 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 clients. The firm utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Scott P
Series 63, Series 66
Greenwood Village, CO
Empower Advisory Group
Scott Perry is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Personal Capital Advisors Corporation, Fisher Investments, and Cetera Investment Advisors LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.
Ronald S
Series 66
St Augustine, FL
Empower Advisory Group
Ronald Sulhoff is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 66 designation and has worked previously at Citigroup and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.
Bruce S
Series 66
Bakersville, NC
Empower Advisory Group
Bruce Shay is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation. Prior to joining Empower, he worked at Deloitte & Touche LLP for 23 years. 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, using an integrated model aligned with Empower’s administrative platforms.
Ellery S
CFP®, Series 63, Series 65
San Tan Valley, AZ
Empower Advisory Group
Ellery Segebart is a certified financial planner (CFP®) with 13 years of industry experience. He is currently with Empower Advisory Group and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Facet Wealth, and Vanguard. Outside of the financial sector, he is pursuing work as a fitness trainer, assisting individuals with health and fitness goals including strength and conditioning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and saving rates in its financial planning approach.
Thaddeus W
Series 63, Series 65
Thompsons Station, TN
Empower Advisory Group
Thaddeus Wells is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Wells has worked at several firms, including GWFS Equities, Inc., Money Concepts Capital Corp, and The Prudential Insurance Company of America. 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 and annual rebalancing.
Robert G
Series 66, Series 63
Scottsdale, AZ
Empower Advisory Group
Robert Gentry is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 66 and Series 63 designations and 21 years of industry experience. His prior work includes roles at firms such as Nationwide Investment Services Corporation, Wells Fargo, Fidelity Investments, Charles Schwab & Co., and USAA. 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 integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Valerie M
Series 66
Berlin, NH
Empower Advisory Group
Valerie Moore is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Personal Capital Advisors Corporation and Cetera Advisor Networks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Wesley H
Series 63, Series 66
Boynton Beach, FL
Empower Advisory Group
Wesley Hogue is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at T. Rowe Price for nine years and has been involved with Exit Realty as a real estate agent for ten years. Outside of financial services, he assists clients in buying, selling, or renting homes primarily during evenings and weekends. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.
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