Bryant Marcy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments and Northwestern Mutual. Marcy’s background also includes experience outside of finance, such as a role in hospital parking management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio management with an emphasis on clients’ savings rates.

Jeremy Smith is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. before joining Empower in 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’s services emphasize long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Christina Jamieson is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Empower Retirement, Transamerica Retirement Solutions, and Diversified Investors Securities Corp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates through both point-in-time planning and managed account solutions.

Andre Brown is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. 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, offering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

William Wagner is a CFP® with 27 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc, having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and 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 within plan lineups selected by plan sponsors.

Connor Mcleod is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Securities LLC, The Haskell Company, and Deutsche Bank USA Core Corporation. Outside of finance, he owns and operates a landscaping business, Sunstate Professional Services LLC. 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’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Wesley Hunt is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, GWFS Equities, Inc., and Advised Assets Group, 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 closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

William Sanford is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, GWFS Equities, and Advised Assets Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kyle Brown is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, Bank of America, and Merrill. 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, operating through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Matthew Surrency is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill for 13 years before joining Empower Advisory Group and Empower Financial Services in 2026. 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 offers an integrated service model tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Keri Shaw is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Wells Fargo. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Jeffrey Giannone is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Bank of America, and Merrill. 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 select retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Sandra Esquierdo is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at GWFS Equities, Advised Assets Group, Bank of America, Merrill, and Citibank. Based in Jacksonville, FL, 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, along with 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, annual rebalancing, and client savings rates.

Michael Dean is a Series 66-licensed financial advisor at Empower Advisory Group with 11 years of industry experience. He previously worked at Bank of America and Merrill, serving in advisory roles for a combined 13 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Miguel Arevalo Gonzalez is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivered through platforms linked to Empower’s recordkeeping and administrative services.

William Schneider is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of advising, he is the owner of a local AC repair business, managing administration and marketing. 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 uses an integrated model tied to Empower’s platforms and offers point-in-time financial plans alongside optional managed account solutions.

Patricia Yager is a financial advisor at Empower Advisory Group with three years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments, Merrill, and Bank of America. Outside of her advisory work, she owns and operates two small businesses focused on photo prints and custom apparel design. 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 emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Eduardo Ortega is a financial advisor with Empower Advisory Group in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Empower Advisory Group, he served in multiple roles including with State Farm and First Command Advisory Services, and spent 23 years in the United States Navy. 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 approach emphasizes long‑term portfolio returns and annual rebalancing, delivering services through Empower’s recordkeeping and administrative platforms.

Rhonda Monroe is a Series 66-credentialed financial advisor with eight years of industry experience. She currently works at Empower Advisory Group and has previously held roles at Jackson National Life Distributors and Infinity Sales Group LLC. Monroe’s background includes a brief tenure with the State of Michigan. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through a scale-integrated model connected to Empower’s recordkeeping and administrative platforms.

James Wellman is a financial advisor with Empower Advisory Group based in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes positions at GWFS Equities, Bank of America, Merrill, and W.W. Grainger Inc. Outside of his advisory role, he owns Sweetie Bee Honey LLC, where he manages an apiary, and he has an ongoing limited partnership with Google Inc. related to revenue from YouTube advertisements. 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 and IRA 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.

Keith Henriquez is a financial advisor at Empower Advisory Group with 11 years of industry experience. He has previously worked at Bank of America and Merrill. His credentials include the Series 63 and Series 66 licenses. 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 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.

Jeffrey Simmons is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, GWFS Equities, Advised Assets Group, Bank of America, and Merrill. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Alan Sejalbo is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds the Series 66 designation and has worked at Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s planning emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

Clell Tatum is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity Brokerage Services. He is also a co-owner and silent partner of Upfresh Kitchen, a meal prep service. 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 offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Adam Osterman is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Citigroup, Valic Financial Advisors, and JP Morgan Securities LLC. Outside of advisory work, he is involved in real estate through Heron Real Estate and performs notary public duties on an as-needed basis. 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 integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by sponsors.

Charrissa Wright is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior roles include positions at SoFi Wealth LLC, First Command Financial Planning, Inc., and Bank of America, N.A. 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 management through its proprietary planning methodologies and serves a large participant base relative to its advisory staff.