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Joseph B

Series 66, Series 65, Series 63

Union City, CA

Empower Advisory Group

Joseph Branley is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His prior work includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. 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.

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

Series 63, Series 66

San Jose, CA

Empower Advisory Group

Daniel Robinson is a financial advisor with Empower Advisory Group in San Jose, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Empower, he worked at Bank of America, Merrill, Wells Fargo, J.P. Morgan Chase, and Comcast Cable. He has also been involved with Bay City Events Inc. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing 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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Kristin B

Series 66

Greenwood Village, CO

Empower Advisory Group

Kristin Borke is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab for 16 years before joining Empower Financial Services in 2023. 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 account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing 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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Lauren K

Series 65, Series 63

Johnson City, TN

Empower Advisory Group

Lauren Kirkland is a financial advisor with Empower Advisory Group in Johnson City, TN, holding Series 65 and Series 63 licenses and 11 years of industry experience. Her career includes roles at Cary Street Partners LLC, Transamerica, Lincoln Financial Advisors, LPL Financial, and Bank of Tennessee. 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 connected 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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Kim Marie B

Series 63, Series 65, Series 66

Rockville Centre, NY

Empower Advisory Group

Kim Marie Black is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work history includes roles at Wells Fargo Clearing Services LLC, JPMorgan Securities, LLC, JPMorgan Chase Bank N.A., and Thrivent Investment Management Inc. 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 proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, serving a large participant base through a model 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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Isaiah H

Series 63, Series 65

Sterrett, AL

Empower Advisory Group

Isaiah Hileman is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Primerica Advisors, Valic Financial Advisors, and Agia. 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, offering integrated services that combine proprietary and third-party methodologies focused 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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Charles G

Series 63, Series 65

Freeport, FL

Empower Advisory Group

Charles Glenn is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at First Command Insurance Services, Inc. and served in the US Army from 2021 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated model 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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Leah D

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Leah Durkee is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TIAA, Vanguard Marketing Corporation, and Iberiabank. 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, delivering services through an integrated platform tied to Empower’s recordkeeping and administrative systems.

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

CFP®, Series 63

Van Meter, IA

Empower Advisory Group

Nicholas Johnson is a Certified Financial Planner® with 17 years of industry experience. He has worked at Empower Financial Services, Inc. since 2023 and previously spent 15 years with The Vanguard Group, Inc. He is based in Van Meter, Iowa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. 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.

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

Series 66

Grovetown, GA

Empower Advisory Group

Ashley Dent is a financial advisor at Empower Advisory Group with 10 years of industry experience. Dent holds a Series 66 designation and has previously worked at Cannon Securities, Transamerica Investors Securities Corporation, Bank of America, Merrill Lynch, Fifth Third Securities, SunTrust, Edward Jones, and Omniplex World 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 emphasizes long-term portfolio returns and uses 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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Micah W

Series 63, Series 66

Indianapolis, IN

Empower Advisory Group

Micah Williams is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. He has worked with firms including T. Rowe Price and TIAA 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focusing on long-term portfolio returns and operates within the framework set by plan sponsors.

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

Series 66

Sunbury, PA

Empower Advisory Group

Justin Kaleta is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and offers optional managed account solutions.

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

Series 63, Series 65, Series 66

Minneapolis, MN

Empower Advisory Group

Joseph Marrs is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Advised Assets Groups, GWFS Equities, Alight Financial Advisors, and LPL 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 delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, featuring proprietary planning methodologies focused 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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Jackie S

Series 63, Series 66

Eau Claire, WI

Empower Advisory Group

Jackie Schoettl is a financial advisor with Empower Advisory Group in Eau Claire, WI, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at several firms, including Empower Financial Services, Great Valley Advisor Group, and LPL Financial. Outside of advisory work, she serves as Co-Secretary for the Northwoods Elementary School PTO Board and engages in community activities. 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 savings rates in its financial 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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Peter L

Series 63, Series 65

Norristown, PA

Empower Advisory Group

Peter Lee is a financial advisor with Empower Advisory Group in Norristown, PA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Empower Retirement and Gwfs Equities, Inc. 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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Alicia B

Series 66, Series 63

Buford, GA

Empower Advisory Group

Alicia Bain is a financial advisor with Empower Advisory Group in Buford, GA, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining Empower, she worked at Morgan Stanley and E*TRADE Securities. Outside of finance, she owns and operates Elevated Opulence Black Car Service, a transportation business providing limousine and ride services outside of her advisory work hours. Empower Advisory Group provides financial planning and investment management mainly 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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Mark S

Series 63, Series 66, Series 65

Greenwood Village, CO

Empower Advisory Group

Mark Stone is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Advised Assets Group, LLC since 2015. 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, annual rebalancing, and 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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Chrisitian C

Series 66, Series 63

Broomall, PA

Empower Advisory Group

Christian Correa is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Northern Lights Distributors, Toews Corporation, and Marsh & McLennan Companies. Outside of advising, he has worked with Community Action of Delaware County’s VITA IRS program and taught at Eastern University and Temple University. 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. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term returns and annual rebalancing, delivered at scale through close affiliation 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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Journey B

Series 66, Series 63

Cypress, TX

Empower Advisory Group

Journey Buitron is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Empower, Buitron held positions at ADP, Inc. and Paychex Inc, among others. 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 retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and client savings rates 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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Brandon R

Series 63, Series 66

Port Monmouth, NJ

Empower Advisory Group

Brandon Riso is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and has two years of industry experience. His prior roles include positions at Fidelity Investments and self-employment engagements. 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 emphasizes long-term portfolio returns through proprietary and third-party methodologies and integrates its services with Empower’s administrative and recordkeeping platforms.

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