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Claudia L

Series 63, Series 65

Long Beach, CA

Empower Advisory Group

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. 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 uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

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

Series 66, Series 63

Starkville, MS

Empower Advisory Group

Katrina Yarbrough is a financial advisor with Empower Advisory Group in Starkville, MS, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She previously worked for ET George Investment Management, LLC for five years before joining Ameriprise Financial Services, Inc., where she spent eight years. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Shockwave Starkville Swim 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 clients, using an integrated model 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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Jacob W

Series 65, Series 63, Series 66

Lansing, MI

Empower Advisory Group

Jacob Williams is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Empower Financial Services in 2023, he worked at Family First Life, Sound Royalties, and Roth Staffing. Outside of financial advising, he is involved as an account executive in telecommunications, setting up business appointments. 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 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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Jeremy B

Series 63, Series 66

St. Augustine, FL

Empower Advisory Group

Jeremy Barr is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, The Vanguard Group, and New York Life Insurance Co. Barr previously served in the US Army and has experience in various other industries. 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 delivers services through an integrated model linked to 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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Edward M

Series 63, Series 66

Foley, AL

Empower Advisory Group

Edward Manning is a financial advisor with Empower Advisory Group in Foley, AL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has been with J.P. Morgan Institutional Investments Inc. and JPMorgan Retirement Plan Services since 2003. 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 clients. 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 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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Sarah W

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Sarah Wagner is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Gwfs Equities, Inc., Corestaff Services, and The Cosmopolitan of Las Vegas. Outside of her advisory role, Wagner works part-time as an event security officer for Allied Universal Event Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate proprietary and third-party planning methodologies with 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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Jake G

Series 66, Series 63

New Orleans, LA

Empower Advisory Group

Jake Goray is a financial advisor with Empower Advisory Group and holds the Series 66 and Series 63 designations. He has two years of industry experience, including prior roles at Cetera Investment Services LLC, Regions Bank, and New York Life Insurance Company. Outside of finance, he has been involved with Geaux Ray's LLC since 2020. 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 emphasizes long-term portfolio returns and integrates its services closely 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 C

Series 63, Series 65

Collegeville, PA

Empower Advisory Group

Zachary Capaldo is a financial advisor with Empower Advisory Group in Collegeville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at Gwfs Equities, Inc., Massmutual, Lincoln Benefits Group, Kestra Financial, and NFP Retirement. 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. Their approach 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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Robert B

Series 66

San Antonio, TX

Empower Advisory Group

Robert Budraitis is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 designation and has worked in roles at USAA Financial Planning Services, Usaa Investment Management Company, Charles Schwab & Co, and Charles Schwab Bank. Outside of his advisory work, he is co-owner and partner of ASVB LLC, an online retail and print-on-demand business. 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 offers integrated services linked to Empower’s administrative platforms, including 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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Anshul S

Series 66, Series 65, Series 63

Dallas, TX

Empower Advisory Group

Anshul Singh is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior experience includes roles at USAA Financial Planning Services and Ingenio Consulting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services 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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Christian L

Series 66, Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Christian Lewis is a financial advisor at Empower Advisory Group with seven years of industry experience. His background includes roles at American Century Investments and American Century Investment Services Inc. He holds Series 66, Series 63, and Series 65 credentials. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

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

Series 63, Series 65

Olathe, KS

Empower Advisory Group

Lori Schumann is a financial advisor with Empower Advisory Group in Olathe, Kansas. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Since 2015, she has been advising at Assets Group LLC. Empower Advisory Group provides financial planning and investment management services mainly 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 integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups designated by plan sponsors.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Cory Bergquist is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and one year of industry experience. Before joining Empower, he worked at Fidelity Investments for one year and has held positions in several other companies including Elavon and DoorDash. From 2020 to 2023, he was involved with On The Rocks Wine and Spirits. 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 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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Christopher K

Series 63, Series 66

Melrose, MA

Empower Advisory Group

Christopher Kuhn is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 63 and Series 66 registrations and having 11 years of industry experience. He has worked at Voya Financial Advisors, 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 delivers services through an integrated model tied 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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Terry N

Series 66, Series 63

Greenwood, MO

Empower Advisory Group

Terry Neace is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Great West since 2014. Outside of his advisory role, he works part-time as a delivery driver for Amazon Flex and as a driver for Uber. 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 account holders. The firm utilizes an integrated model linked to Empower’s administrative platforms and offers financial plans focused on long-term portfolio returns, annual rebalancing, and savings rates.

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

Series 66, Series 63

Arizona City, AZ

Empower Advisory Group

Keanelyn Waldriff is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial LLC, The Vanguard Group, and Edward Jones. In addition to her advisory role, she owns a digital marketing service, Cubbi LLC, based in Arizona City, AZ. 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 delivers integrated services through Empower’s 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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Joseph D

Series 63, Series 66

Wilmington, MA

Empower Advisory Group

Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. 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 accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing 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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Rachel M

Series 65

Greenwood Village, CO

Empower Advisory Group

Rachel Miller is a Series 65-registered financial advisor with seven years of industry experience. She currently practices at Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation, Willow Investments, and Fisher Investments. 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 integrates its advisory services with 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.)
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Jason C

Series 63, Series 66

Dacula, GA

Empower Advisory Group

Jason Clark is a financial advisor at Empower Advisory Group with 8 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and Fidelity Investments. 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 uses an integrated service model aligned with Empower’s recordkeeping and administrative platforms, offering 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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Daniel C

Series 66

Georgetown, KY

Empower Advisory Group

Daniel Cummins is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. His prior work includes roles at WesBanco Bank and GuardLogic Security. He currently resides in Georgetown, KY. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach leverages 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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