Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Joseph B

Series 66, Series 65, Series 63

Union City, CA

Empower Advisory Group

Joseph Branley is a financial advisor with Empower Advisory Group in Union City, CA, holding Series 66, Series 65, and Series 63 licenses and bringing 23 years of industry experience. His career includes long tenures at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Empower Financial Services, Inc. and Empower Advisory Group. Between 2021 and 2023, he spent time as a stay-at-home dad. 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 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.)
user avatar
firm logo

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.)
user avatar
firm logo

Kristin B

Series 66

Greenwood Village, CO

Empower Advisory Group

Kristin Borke is a Series 66-credentialed financial advisor with 20 years of industry experience. She is currently with Empower Advisory Group, having joined in 2023, and previously worked at Charles Schwab for 16 years and Ameriprise for one year. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients. The firm offers integrated services 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.)
user avatar
firm logo

Lauren K

Series 63, Series 65

Johnson City, TN

Empower Advisory Group

Lauren Kirkland is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors, Transamerica, Cary Street Partners LLC, and Empower Financial Services. Lauren is based in Johnson City, TN. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm 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.)
user avatar
firm logo

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.)
user avatar
firm logo

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.)
user avatar
firm logo

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.)
user avatar
firm logo

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 licenses and has previously worked at TIAA, Vanguard Marketing Corporation, and Iberiabank. 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 clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio strategies and client savings rates.

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

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.)
user avatar
firm logo

Ashley D

Series 66

Grovetown, GA

Empower Advisory Group

Ashley Dent is a financial advisor at Empower Advisory Group in Grovetown, GA, holding a Series 66 designation with 11 years of industry experience. Prior to joining Empower Advisory Group, Dent worked at Cannon Securities, Transamerica Investors Securities Corporation, Bank of America, Merrill Lynch, Fifth Third Securities, SunTrust Advisory Services, 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.

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

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.)
user avatar
firm logo

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.)
user avatar
firm logo

Joseph M

Series 63, Series 65, Series 66

Minneapolis, MN

Empower Advisory Group

Joseph Marrs is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior positions include roles at Advised Assets Groups, LLC, GWFS Equities, Inc., Alight Financial Advisors, and LPL Financial, LLC. 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 retail brokerage clients. The firm offers integrated services tied to 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.)
user avatar
firm logo

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.)
user avatar
firm logo

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.)
user avatar
firm logo

Alicia B

Series 66, Series 63

Buford, GA

Empower Advisory Group

Alicia Bain is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Empower, she worked at Morgan Stanley and E*TRADE Securities. Outside of financial services, Alicia owns and operates Elevated Opulence Black Car Service, a non-investment related transportation business providing limousine services during evenings and weekends. 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 emphasizes integrated financial planning linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

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

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, Series 66, and Series 65 designations. His work history includes roles at Advised Assets Group, LLC, Morgan Stanley & Co. LLC, and Ameriprise. 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 savings rates in its planning approach and manages a large participant base relative to its adviser headcount.

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

Chrisitian C

Series 66, Series 63

Sharon Hill, PA

Empower Advisory Group

Christian Correa is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Northern Lights Distributors, LLC and Toews Corporation. He is also associated with Eastern University. 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 emphasizes long-term portfolio returns and uses an integrated service 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.)
user avatar
firm logo

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 Advisory Group, Buitron held roles at ADP, Inc. and Paychex Inc, among other positions in various industries. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing 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.)
user avatar
firm logo

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.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)