Jacob Schwartz is a financial advisor with Empower Advisory Group in Port St Lucie, FL. He holds a Series 66 designation and has recently transitioned into advisory roles, with prior experience at Empower Financial Services, Hilton Pearl River, and in the hospitality industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative platforms, with an emphasis on long-term portfolio returns and client savings rates.

William Mondragon is a financial advisor with Empower Advisory Group in Port Saint Lucie, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and GWFS Equities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, delivered through platforms affiliated with Empower.

Bryan Maestre is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides ongoing advice and guidance to support clients as their needs evolve. Bryan also connects clients with specialists in banking, credit, home financing, and small business solutions through Bank of America. Bryan's expertise centers on personal investing and financial planning, informed by his role as a Merrill Financial Solutions Advisor and his Professional Investment Advisor (PIA) designation. He leverages the global investing resources of Merrill and the banking convenience offered by Bank of America to assist clients in pursuing their financial objectives. He holds a Bachelor's Degree from Universidad Autonoma del Caribe and is bilingual in Spanish and English.

James Jessup is a financial advisor at Empower Advisory Group in Port St. Lucie, FL, holding Series 63 and Series 66 designations with two years of industry experience. His prior roles include positions at Northwestern Mutual and Empower Financial Services. Outside of his advisory work, he operates Pie Guys Bakery, a home-based weekend bakery licensed under Florida’s cottage food law. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s integrated approach utilizes proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered within Empower’s recordkeeping and administrative platforms.