Carla Jones is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Alpaca Securities LLC, Nationwide Investment Services, J.P. Morgan Securities, and Bank of America, among others. 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 leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Joseph Won is a financial advisor with Empower Advisory Group in Pflugerville, Texas, holding a Series 66 license and seven years of industry experience. He previously worked at Rocket Dollar Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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’s approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates.