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Trevor B

Series 63, Series 65

Missoula, MT

Empower Advisory Group

Trevor Bell is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America, Merrill, FamilyWealth Advisers, JPMorgan Chase Bank, and Fidelity Brokerage Services. 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 combines planning services with proprietary recordkeeping and administrative platforms.

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

Series 66

Sidney, MT

Empower Advisory Group

Matthew Senn is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at New Century Gold and Thrivent Investment Management Inc. Before entering financial services, he was employed at Blarney Stone Pub. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus 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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Damon R

Series 66

West Valley, UT

Empower Advisory Group

Damon Rice is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and E*TRADE Capital Management LLC. 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 services feature an integrated approach tied to Empower’s recordkeeping and administrative platforms, emphasizing 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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Zackary E

Series 66, Series 63

Tuscaloosa, AL

Empower Advisory Group

Zackary Earnest is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Empower Financial Services, Real Financial Solutions LLC, and the Tuscaloosa Board of Education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to individual IRA and brokerage account holders. The firm’s services integrate proprietary and third-party planning methodologies with Empower’s 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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Rafael N

Series 63, Series 66

Encino, CA

Empower Advisory Group

Rafael Nieves Rios is a financial advisor with Empower Advisory Group in Encino, CA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Empower Financial Services, he worked at The Vanguard Group and has held various roles including freelance consulting and tutoring K-12 and college students. 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 and emphasizes long-term portfolio returns and annual rebalancing in its proprietary and third-party planning methodologies.

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

CFP®, Series 66

Franklin, TN

Empower Advisory Group

Elizabeth Hall is a CFP® professional with 12 years of experience in the financial services industry. She currently works at Empower Advisory Group and has prior experience with Fidelity Investments, Morgan Stanley, Bank of America, and Merrill. Outside of her advisory role, she owns a small business creating and selling crafts and woodwork on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm delivers services through an integrated model connected 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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Sherri T

Series 63, Series 65

Collierville, TN

Empower Advisory Group

Sherri Thomas is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Valic Financial Advisors, and Cuna Mutual Group. 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 account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered 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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Maxwell G

Series 66

Lafayette, LA

Empower Advisory Group

Maxwell Gill is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2023 to 2025, and has experience in insurance from his time at Michael Smith State Farm. 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’s integrated model links services with Empower’s recordkeeping and administrative platforms and emphasizes 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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Rafael R

Series 63, Series 65

Northfield, NJ

Empower Advisory Group

Rafael Roque Espinosa is a financial advisor with Empower Advisory Group based in Northfield, NJ. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes positions at GWFS Equities, Prudential Investment Management Services, Prudential Insurance Company of America, MassMutual, and MML Investors Services. Outside of his advisory role, he serves as a contracted financial officer for Outco Inc., where he analyzes and summarizes financial statements for the executive board. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through an integrated model linked 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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Renea S

Series 66

Kansas City, MO

Empower Advisory Group

Renea Simpson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 66 designation and has worked at Empower Financial Services, AGIA, and VALIC Financial Advisors. Based in Kansas City, MO, she has been with Empower Advisory Group since 2024. 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 employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering long-term oriented 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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Anne B

Series 66

Huntington, WV

Empower Advisory Group

Anne Bolling is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at Empower Advisory Group and has previously been employed at City National Bank, RBC Capital Markets, and other firms. Bolling serves on the boards of the Huntington YMCA and the Huntington Museum of Art. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and offering optional managed account solutions.

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

Series 66, Series 63

Dallas, TX

Empower Advisory Group

Michael Bender is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes six years with Empower Financial Services, Inc. and two years at Northern Electric, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, offering both one-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 E

CFP®, Series 66, Series 65, Series 63

Springfield, MO

Empower Advisory Group

Robert Eastburn is a CFP® with 10 years of industry experience, currently affiliated with Empower Advisory Group. He has worked at Gwfs Equities, Inc. since 2016. 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 account holders. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and operates through 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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Kimberlee G

Series 66, Series 63

Burlington, KY

Empower Advisory Group

Kimberlee Goble is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Berry Law Firm, Universal Companies, Wyndham Destinations, and ProCare Rx. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates 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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Ashley H

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Ashley Hampton is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. She holds Series 63 and Series 66 licenses and has five years of industry experience. Her prior work includes eight years at Southern Glazer's Wine & Spirits and ongoing roles with GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated service model connected to Empower’s administrative platforms.

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

Series 63, Series 65

Columbia, TN

Empower Advisory Group

Teddy Choate is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc., Principal Securities INC, PRINCIPAL LIFE INSURANCE COMPANY, and Vanderbilt Legends Club. 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, 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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Sean T

CFP®, Series 66

Bridgewater, NJ

Empower Advisory Group

Sean Townley is a CFP® with 19 years of industry experience, currently with Empower Advisory Group. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Company, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. 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 account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered within a large-scale platform tied to Empower’s recordkeeping and administrative services.

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

Series 63, Series 66

Providence, RI

Empower Advisory Group

Anthony Mc Gill is a financial advisor with Empower Advisory Group in Providence, RI, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his advisory role, he worked three years at Duffys Sports Bar and Grill and has been involved with the United States Soccer Federation since 2010. 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 emphasizes long-term portfolio returns, annual rebalancing, 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.)
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Charrissa W

Series 63, Series 66

Jacksonville, FL

Empower Advisory Group

Charrissa Wright is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at SoFi Wealth LLC, First Command Financial Planning, and Bank of America, among others. Empower Advisory Group provides financial planning and investment management services 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 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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Lacey C

CFP®, CFA®, Series 65

Greenwood Village, CO

Empower Advisory Group

Lacey Cobb is a financial advisor with Empower Advisory Group and holds the CFP®, CFA®, and Series 65 designations. She has 15 years of industry experience, with prior roles at Personal Capital and Polaris firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA account holders, using 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.)
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