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Matthew R
Series 66, Series 63
Franklin, TN
Empower Advisory Group
Matthew Rodriguez Nelson is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Empower Financial Services, MongoDB Inc, and service in the Tennessee Army National Guard. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.
Charles B
ChFC®, Series 63
Franklin, TN
Empower Advisory Group
Charles Bagley is a financial advisor with Empower Advisory Group in Franklin, TN, holding ChFC® and Series 63 designations and bringing 34 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc, and Mutual of America Securities Corporation. 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, delivering integrated services tied to Empower’s recordkeeping and administrative platforms.
John S
Series 65, Series 66
Franklin, TN
Empower Advisory Group
John Swanson is a financial advisor at Empower Advisory Group with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Empower, he worked in the retail and beverage sectors, including positions at Wines Off Wynkoop and Wallaby's Liquor Warehouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to advisor headcount.
Joel V
Series 66
Franklin, TN
Empower Advisory Group
Joel Van Belkom is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, where he has worked since 2025. Prior to that, he held roles at Cetera, Regions Bank, AE Wealth Management, The Navin Group, Fifth Third Bank and Securities, and TD Ameritrade. 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 clients. The firm’s integrated services emphasize long-term portfolio returns and include both point-in-time financial plans and optional managed account solutions.
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.
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