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Melvin V

Series 66

Greenwood Village, CO

Empower Advisory Group

Melvin Ventura is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase & Company for five years. Ventura’s work history also includes roles at Uber 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Tuong Vy Tran is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with Empower Advisory Group, where she has worked since 2023 following a decade at JPMorgan Securities LLC. Outside of her advisory role, she is a signer of bank accounts for Cooler By The Sea, LLC, a company that distributes seafood to restaurants, grocery stores, and individual consumers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, incorporating an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions.

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

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Kelly Paiz is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade from 2015 to 2021. Since 2021, she has been with Empower Retirement. 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 integrated approach ties financial planning and managed account solutions 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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Charlie M

Series 66

Greenwood Village, CO

Empower Advisory Group

Charlie Murphy is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and previously worked at Personal Capital Advisors Corporation. 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 delivers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Joshua Wilson is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Northern Colorado and the Granby School System. 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 delivers an integrated service model that includes point-in-time financial plans and optional managed account solutions, with a focus 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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Jessica N

Series 63, Series 65, Series 66

Greenwood Village, CO

Empower Advisory Group

Jessica Norwood is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Janus Henderson, TIAA-CREF, and Catalyst Coaching and Consulting 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus 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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Vincent F

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Vincent Fraraccio is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work experience includes roles at Carolina Financial Services Group and various positions outside the financial sector, such as at Nino’s Cucina Italiana and DoorDash. 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 clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering a high client-to-advisor ratio within its enterprise-scale platform.

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

Series 66

Greenwood Village, CO

Empower Advisory Group

Eric Arthurs is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Brokerage Services LLC for four years. His background also includes roles at Edward Jones, AXA Advisors, and Brian F Arthurs CPA, PC. 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 offers integrated services tied 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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Mauricio V

CFP®, Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Mauricio Vaca is a CFP® with nine years of industry experience, currently affiliated with Empower Advisory Group. He previously worked at Personal Capital Advisors Corporation and Ronin Capital. 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 tied to Empower’s recordkeeping and administrative platforms. The firm 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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Jared P

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jared Polster is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at 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 clients. The firm delivers services through an integrated model linked 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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John Michael C

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

John Michael Claro is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and one year of industry experience. His prior work experience includes roles at Foundever Inc and Infosys Ltd. 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, annual rebalancing, and clients’ savings rates in its financial planning approach.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Kyle Johnson is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has been with Gwfs Equities, Inc. since 2016. 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 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 Y

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jason Young is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Scottrade, TD Ameritrade, Nuview Analytics, and other firms. Outside of advising, he is co-owner of a retail party store, Parker Party America, assisting with accounting and operational tasks. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s approach integrates proprietary planning tools with recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

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

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Scott Van Tonningen is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes nine years at T. Rowe Price and two years at Empower Retirement before joining Empower Advisory Group. 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 offers an integrated service model linked to Empower’s recordkeeping platforms and focuses on long-term portfolio returns and savings rates in its planning approach.

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

CFP®, Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jeremiah Forrest is a CFP® with eight years of industry experience, currently advising at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Charles Schwab, along with service in the US Army Reserve from 2009 to 2018. 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 utilize an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns 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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Kristopher Y

Series 66

Greenwood Village, CO

Empower Advisory Group

Kristopher Yates is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, U.S. Bank, and BBVA. 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 delivers services through an integrated model tied 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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Daniel A

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Daniel Atkin is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior firms include GWFS Equities, Inc., Advised Assets Group Inc., and Great West Life & Annuity Insurance Co. He serves as a board member and coaching coordinator for Cherry Creek Little League. 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 account holders. The firm’s approach integrates planning and managed account solutions 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.)
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Bradley S

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Bradley Steffen is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously 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, along with Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated 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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Huntor R

Series 66

Greenwood Village, CO

Empower Advisory Group

Huntor Rainwater is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and has prior experience at Edward Jones and other financial firms. His background also includes roles outside of finance, such as working at Heritage Todd Creek Golf 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 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 client savings rates.

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

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Alyson Williamson is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes positions at GWFS Equities, Inc. and O'Meara Ford. 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 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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