Trace Jordan is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank, NYLIFE Securities LLC, New York Life Insurance Company, and several universities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and retail brokerage clients. The firm’s integrated model supports point-in-time financial plans and managed account solutions, with a focus on long-term portfolio returns and client saving rates.

Margaret Leffler is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at LPL Financial LLC and several other firms before entering the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated platforms tied to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Vincent Matthews is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, Hancock Whitney Bank, and various Empower entities. He is based in Mobile, AL. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

David Bush is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Prudential Investment Management Services, LLC prior to joining Empower. 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 connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.