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Kyle G
Series 66, Series 63
Charlotte, NC
Empower Advisory Group
Kyle Greer is a financial advisor with Empower Advisory Group in Charlotte, NC. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to his current role, he has held various positions including work at Gas Lamp Grill and 1750 Taphouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.
Jacob H
Series 63, Series 65
Charlotte, NC
Empower Advisory Group
Jacob Hackney is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 65 registrations and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, P.J. Robb Variable Corp., and Crump Life Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.
Marilyn S
CFP®
Charlotte, NC
Empower Advisory Group
Marilyn Spencer is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group since 2024. Prior to joining Empower Advisory Group, she was not employed in the financial advisory industry for 10 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 employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Arturo B
Series 66, Series 63
Charlotte, NC
Empower Advisory Group
Arturo Byrd is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at The Vanguard Group, Inc. for two years. Byrd has additional work experience with WPM Investments LLC and Charter Communications. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Marisa L
Series 66, Series 63
Charlotte, NC
Empower Advisory Group
Marisa Lindsey is a financial advisor with Empower Advisory Group in Charlotte, NC. She holds Series 66 and Series 63 licenses and has 21 years of industry experience. Her work history includes positions at GWFS Equities, Ascensus, BB&T Retirement & Institutional Services, and First Citizens. 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 integrates its services with Empower’s administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Shawn T
Series 66, Series 63
Charlotte, NC
Empower Advisory Group
Shawn Thompson is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 66 and Series 63 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial, Alight, and Retirement Clearinghouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates through point-in-time financial plans and optional managed accounts.
Abel R
Series 66, Series 63
Charlotte, NC
Empower Advisory Group
Abel Rizzo is a financial advisor at Empower Advisory Group in Charlotte, NC, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Empower Advisory Group, he worked at various hospitality firms including Wurst Haus and Union Kitchen. 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 delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Hernando P
Series 66, Series 63
Charlotte, NC
Empower Advisory Group
Hernando Pulido is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include positions at Wells Fargo and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans focused on long-term portfolio returns and savings rates, offering both standalone plans and optional managed account solutions.
Adrian P
Series 63, Series 65
Charlotte, NC
Empower Advisory Group
Adrian Potts is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Principal Securities. 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 utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Timothy W
Series 63, Series 66
Charlotte, NC
Empower Advisory Group
Timothy Wickey Jr. is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Empower Financial Services, Wyndham Capital Mortgage, Meridian Technologies, and the Atlantic Coast Conference. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time planning and managed account solutions within plan lineups chosen by plan sponsors.
Jazmin W
Series 63, Series 65
Charlotte, NC
Empower Advisory Group
Jazmin Williams 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 previously at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering both point-in-time financial plans and optional managed account solutions through an integrated model linked to Empower’s administrative platforms.
William G
Series 65, Series 63
Charlotte, NC
Empower Advisory Group
William Griesser is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 65 and Series 63 licenses and 27 years of industry experience. His prior roles include positions at Edward Jones and TIAA. 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 clients. The firm offers a point-in-time financial planning service combined with optional managed account solutions, operating through an integrated model tied to Empower’s recordkeeping and administrative platforms.
Christopher B
Series 66, Series 63
Charlotte, NC
Empower Advisory Group
Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at The Vanguard Group and Angi, among other firms. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.
Amy J
Series 65, Series 63
Charlotte, NC
Empower Advisory Group
Amy Johnson is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 65 and Series 63 credentials and eight years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Principal Securities. 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.
Robyn D
Series 63, Series 66
Charlotte, NC
Empower Advisory Group
Robyn Ducharme is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at CarMax Inc and Regal Entertainment Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach, serving a large participant base with a higher client-to-advisor workload than many peers.
David N
Series 66
Charlotte, NC
Empower Advisory Group
David Nantau is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, E*Trade Securities, Wells Fargo Clearing Services, and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning process and serves a large participant base relative to its advisor headcount.
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