Chicago, IL Office

Team
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Empower Advisory Group

Enterprise

Firm-wide stats for Empower Advisory Group

Total advisors

2,014

Across 1,087 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 Typical

HNW client ratio

7% Low

About

Empower Advisory Group (EAG) 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 delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point‑in‑time financial plans and optional managed account solutions.

EAG’s financial planning Service produces a single “point‑in‑time” plan using proprietary and third‑party methodologies that emphasize long‑term portfolio returns, annual rebalancing, and clients’ savings rates rather than short‑term return forecasts. The standalone planning Service does not implement or monitor recommendations automatically and will not update plans unless a client re‑engages, although participants may separately enroll in managed accounts that give EAG discretionary authority.

Distinctive features include the firm’s scale and tight integration with affiliated Empower entities for recordkeeping, brokerage execution and investment products, which means recommendations are generally made within plan lineups chosen by plan sponsors and can result in affiliate compensation when proprietary funds or insurance products are used. EAG also serves a very large participant base relative to its adviser headcount—yielding a higher client‑to‑advisor workload than many peers—and disclosed a material SEC settlement in August 2025 concerning disclosure and conflicts of interest (censure, cease‑and‑desist order, $750,000 civil penalty and $4,063,569.80 disgorgement).

Based on Empower Advisory Group

Expertise

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Based on Empower Advisory Group

Location

Chicago IL

Advisors at this office

10

Advisors at this office

user avatar

Benjamin H

Series 66

Chicago, IL

Empower Advisory Group

Benjamin House is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Empower Advisory Group and has previously worked at Oppenheimer & Co. Inc. Outside of his advisory role, he performs standup comedy monthly at a venue in Chicago. 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 select retail brokerage clients. The firm emphasizes integrated services aligned with Empower’s recordkeeping and administration platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

John H

Series 66, Series 63, Series 65

Chicago, IL

Empower Advisory Group

John Hundley is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior work includes positions at GWFS Equities and Morgan Stanley, 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, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Justin P

Series 66

Chicago, IL

Empower Advisory Group

Justin Palett is a financial advisor with Empower Advisory Group in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, Wells Fargo Advisors, and Tiaa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Ricardo R

Series 66

Chicago, IL

Empower Advisory Group

Ricardo Rico is a financial advisor at Empower Advisory Group in Chicago, IL, holding a Series 66 designation. He has professional experience that includes service in the United States Army from 2016 to 2020 and roles with various organizations prior to joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s integrated model ties services closely to Empower’s recordkeeping and administrative platforms, with an emphasis on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Natalie F

Series 63, Series 66

Chicago, IL

Empower Advisory Group

Natalie Fisk is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Harris Investor Services, Inc. for 15 years and Huntington Securities, Inc. for one year before joining Empower in 2025. Outside of finance, she has a longstanding involvement as a hair and makeup artist under the name Lotus Flower. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Marcello P

Series 63, Series 66

Chicago, IL

Empower Advisory Group

Marcello Paolella is a financial advisor with Empower Advisory Group in Chicago, IL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Securities LLC. Before entering the financial sector, he worked with Envision Mobile Imaging LLC and Inspire Medical Billing, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Moises F

Series 63, Series 65

Chicago, IL

Empower Advisory Group

Moises Flores is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2013. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected IRA and retail brokerage account holders. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Scott G

Series 66

Chicago, IL

Empower Advisory Group

Scott Garrett is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. Prior to joining Empower Advisory Group, he worked at Equitable Advisors, LLC and held positions at Albermarle Corporation and FMC Corporation. 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, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Luke B

Series 66, Series 63

Chicago, IL

Empower Advisory Group

Luke Bowyer is a financial advisor with Empower Advisory Group in Chicago, IL. He holds Series 63 and Series 66 designations and has four years of industry experience. His prior work includes roles at GWFS Equities, Inc. and positions in the golf and hospitality industries. 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’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Joseph T

Series 66

Chicago, IL

Empower Advisory Group

Joseph Talarico is a financial advisor with Empower Advisory Group in Chicago, IL, holding a Series 66 designation and having six years of industry experience. His prior work includes roles at Bank of America, Merrill, and Farmers Insurance, among others. 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 retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates within a large-scale advisory model.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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