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Michael D

Series 66, Series 63

Olathe, KS

Empower Advisory Group

Michael Di Santo is a financial advisor at Empower Advisory Group in Olathe, KS, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Empower Financial Services, SmartAsset, Angi, and DST Enterprise 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 retail brokerage account holders, using an integrated 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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James S

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

James Schindelar is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Transamerica Capital, Inc. and Gwfs Equities, Inc. 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.

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

Series 66

Orlando, FL

Empower Advisory Group

Jaxson Brandhorst is a financial advisor at Empower Advisory Group based in Orlando, FL. He holds a Series 66 designation and has been in the industry for one year. His prior work experience includes roles at South Suburban Parks and Recreation and Arcis Golf. 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’s integrated model emphasizes long-term portfolio returns and annual rebalancing, delivering 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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Adam O

Series 63, Series 66

Jacksonville, FL

Empower Advisory Group

Adam Osterman is a financial advisor with Empower Advisory Group based in Jacksonville, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining Empower in 2023, he worked at Citigroup, Valic Financial Advisors, JP Morgan Securities, and several other financial firms. Outside of his advisory role, he is involved in real estate activities through Heron Real Estate in Jacksonville and occasionally provides notary public services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm delivers services via an integrated platform focused on long-term portfolio returns and offers both planning and managed account solutions.

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

Series 66

Tulsa, OK

Empower Advisory Group

Corbin Zaldivar is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held positions at BOK Financial, Tulsa City Lifestyle, Campus Crusade for Christ, Drury University, and Jenks High School. Empower Advisory Group provides financial planning and investment management services 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 approach integrates with Empower’s recordkeeping and administrative platforms and focuses 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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David M

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

David Mauka is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for six years, among other roles in various companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes 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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Jason A

Series 63, Series 66

Telford, PA

Empower Advisory Group

Jason Allen is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Empower Advisory Group, he worked for De Lage Landen for ten years. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and 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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Jason B

Series 66

Las Vegas, NV

Empower Advisory Group

Jason Brummett is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at GWFS Equities, Inc. since 2022, and at Prudential Investment Management Services and Prudential Insurance Company of America since 2012. 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 and IRA account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

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

Series 66

Moreno Valley, CA

Empower Advisory Group

Laura Ayon is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc., JPMorgan Securities LLC, and JPMorgan Chase Bank NA. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a business selling jewelry and hair accessories. 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 account holders. The firm delivers services through an integrated model connected to 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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Josef G

Series 66

Greenwood Village, CO

Empower Advisory Group

Josef Gray is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Cognizant and Alorica. 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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William S

Series 66, Series 63

Rochester, NY

Empower Advisory Group

William Schiefer is a financial advisor at Empower Advisory Group in Rochester, NY, with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Paychex, Inc., Five Star Bank, and JPMorgan Chase. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and tailored savings strategies 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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Robert D

Series 66, Series 63

Raymore, MO

Empower Advisory Group

Robert Davies is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has worked at Gwfs Equities, Inc. since 2015. Outside of his advisory role, he serves as an assistant soccer coach for the Raymore Peculiar School District and is active on Avila University’s Alumni Board, focusing on student mentorship and event planning. 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’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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Johnathan G

Series 66

Harrisburg, PA

Empower Advisory Group

Johnathan Geeting is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has worked at Empower Financial Services, Inc. and Thrivent Financial. Outside of finance, he was involved with Clean to the Max and Cocoa Cottages LLC for over a decade. 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 model tied to 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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Ashley L

Series 66, Series 63

Elletsville, IN

Empower Advisory Group

Ashley Land is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 66 and Series 63 licenses and has previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. 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’s integrated service model emphasizes 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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George H

Series 65

Katonah, NY

Empower Advisory Group

George Harrington is a Series 65-licensed financial advisor at Empower Advisory Group with four years of industry experience. He previously worked at Personal Capital Advisors for four years before joining Empower in 2022. 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 delivers services through an integrated model linked 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.)
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Miguel M

Series 63, Series 65

Riverside, CA

Empower Advisory Group

Miguel Marin is a financial advisor with Empower Advisory Group in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work history includes roles at GWFS Equities, Inc., J.P. Morgan Securities, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to 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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Cooper W

Series 63, Series 66

Apache Junction, AZ

Empower Advisory Group

Cooper Wetch is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Empower, he worked at Fidelity Investments. Outside of his advisory role, Cooper owns and operates a welding business in Cedar Hill, Utah. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and 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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Aaron B

Series 66

Rosemount, MN

Empower Advisory Group

Aaron Beadner is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. He has previously worked at Equitable Advisors and Zeutenhorst Financial Inc. Outside of his advisory role, Beadner serves as a council member for the City of Orange City, Iowa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual investors. The firm employs an integrated service 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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Navarrus H

Series 63, Series 65

Brownsburg, IN

Empower Advisory Group

Navarrus Hale is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sensible Money, LLC, Thrivent Investment Management, and Total Wealth Planning, LLC. 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 and emphasizes 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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Anthony D

Series 65, Series 63

Overland Park, KS

Empower Advisory Group

Anthony Dilaveri is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, all with Gwfs Equities, Inc. since 2014. 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 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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