Charlotte, NC Office

Kyle Greer is a financial advisor at Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 designations with one year of industry experience. Prior to his current role, he held positions at Empower Financial Services, Inc and has experience in the hospitality sector with Gas Lamp Grill and 1750 Taphouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Jacob Hackney is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 65 registrations and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, P.J. Robb Variable Corp., and Crump Life Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Marilyn Spencer is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group since 2024. Prior to joining Empower Advisory Group, she was not employed in the financial advisory industry for 10 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 employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Arturo Byrd is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 licenses and having two years of industry experience. His work history includes roles at The Vanguard Group, Inc. and self-employment in addition to his current position at Empower Advisory Group. 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, offering point-in-time financial plans and optional managed account solutions.

Marisa Lindsey is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Her career includes roles at GWFS Equities, Ascensus, BB&T Retirement & Institutional Services, First Citizens Investor Services, Newport Group Securities, and Principal Financial Services. 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 retail brokerage clients. The firm’s integrated approach combines proprietary and third-party planning methodologies with services tied to Empower’s recordkeeping and administrative platforms.

Shawn Thompson is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at LPL Financial, Alight, and Retirement Clearinghouse. 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 retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering point‑in‑time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Abel Rizzo is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles in hospitality at several establishments such as Wurst Haus and Barcelona Wine Bar. 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 offers both point-in-time financial plans and optional managed account solutions.

Hernando Pulido is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower, he worked at Wells Fargo and NYLIFE Securities LLC, among other roles in financial services and nonprofit sectors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adrian Potts is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Principal Securities. 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 utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Wickey Jr. is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Empower Financial Services, Wyndham Capital Mortgage, Meridian Technologies, and the Atlantic Coast Conference. 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 and savings rates through point-in-time planning and managed account solutions within plan lineups chosen by plan sponsors.

Jazmin Williams is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering both point-in-time financial plans and optional managed account solutions through an integrated model linked to Empower’s administrative platforms.

William Griesser is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Edward Jones and TIAA before joining Empower. 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’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Angi. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through a large-scale platform tied to Empower’s recordkeeping and administrative services.

Amy Johnson is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through proprietary and third-party planning methodologies.

Robyn Ducharme is a financial advisor at Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Empower, Robyn worked at CarMax Inc for six years and spent seven years in full-time education. 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 retail brokerage clients. The firm’s services leverage integrated recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.