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

Aaron G

Series 66

Saint Clair, MI

Empower Advisory Group

Aaron Goodwin is a financial advisor with Empower Advisory Group in Saint Clair, MI, holding a Series 66 designation. He has been with Empower Advisory Group since 2026 and has prior experience with Freestar Financial Credit Union, Paychex, ADP, and Rocket Mortgage. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and 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

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.)
user avatar
firm logo

Daniel R

Series 66

Leawood, KS

Empower Advisory Group

Daniel Rose is a financial advisor with Empower Advisory Group holding a Series 66 designation. He has been with Empower since 2026 and has a background that includes roles at Geico and work in both retail and education sectors. 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 account holders. The firm’s integrated service model links financial planning with 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

Katrina Y

Series 66, Series 63

Starkville, MS

Empower Advisory Group

Katrina Yarbrough is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Ameriprise Financial Services, ET George Investment Management, and Wells Fargo Clearing. Katrina serves as Secretary on the Board of Directors for the Shockwave Starkville Swim Team. 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 retail brokerage account holders, utilizing an integrated model aligned 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

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 the Series 65, Series 63, and Series 66 licenses and has worked at firms including Fisher Investments and Family First Life. Outside of advising, he also works as an account executive in telecommunications, setting up business appointments on a limited basis. 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 certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely 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

Jeremy B

Series 63, Series 66

St. Augustine, FL

Empower Advisory Group

Jeremy Barr is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at LPL Financial LLC, Franklin Mint Federal Credit Union, The Vanguard Group, and New York Life Insurance. Barr also served in the US Army from 2018 to 2020. 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 approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within a scale-driven 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

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.)
user avatar
firm logo

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.)
user avatar
firm logo

Jake G

Series 66, Series 63

New Orleans, LA

Empower Advisory Group

Jake Goray is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at firms including 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 their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with 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

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 roles include positions at GWFS Equities, MML Distributors, MassMutual, NFP Retirement, Lincoln Benefits Group, and Kestra Financial. 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 account holders. 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.)
user avatar
firm logo

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.)
user avatar
firm logo

Anshul S

Series 66, Series 65, Series 63

Dallas, TX

Empower Advisory Group

Anshul Singh is a financial advisor at Empower Advisory Group in Dallas, TX, holding Series 66, Series 65, and Series 63 licenses with seven years of industry experience. His work history includes roles at Empower Financial Services, Unique Capital, Ingenio Consulting, and USAA-affiliated firms. 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, using 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.)
user avatar
firm logo

Christian L

Series 66, Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Christian Lewis is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 licenses, with seven years of industry experience. His prior roles include positions at American Century Investments and American Century Investment Services Inc. He is based in Overland Park, KS. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and managed account solutions.

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

Shea B

Series 63, Series 66

Fort Worth, TX

Empower Advisory Group

Shea Byrd is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower, Byrd worked at Robinhood Asset Management and Charles Schwab. Outside of finance, Byrd has been involved with Parker County Veterinary Hospital and operated Skipper Supreme Cleaning LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with 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

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.)
user avatar
firm logo

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.)
user avatar
firm logo

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 designations and bringing 11 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2016 to 2019. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, emphasizing integrated solutions aligned 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

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 designations and has worked at Great West since 2014. Outside of his advising 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s services utilize an integrated model connected 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

Keanelyn W

Series 66, Series 63

Arizona City, AZ

Empower Advisory Group

Keanelyn Waldriff is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Empower Advisory Group in 2025, Waldriff worked at The Vanguard Group and LPL Financial LLC. She is also the owner of Cubbi LLC, a digital marketing service based in Arizona City. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail account holders, through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning services and serves a large client 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

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.)
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”)