Franklin, TN Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

5

Of 1,962 advisors across 1,066 offices

Location

Franklin TN

Advisors at this office

5

Advisors at this office

user avatar

Matthew R

Series 66, Series 63

Franklin, TN

Empower Advisory Group

Matthew Rodriguez Nelson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at MongoDB Inc and served six years in the Tennessee Army National Guard. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders, delivering services through an integrated model tied 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

Charles B

ChFC®, Series 63

Franklin, TN

Empower Advisory Group

Charles Bagley is a financial advisor with Empower Advisory Group in Franklin, TN, holding ChFC® and Series 63 designations and bringing 34 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc, and Mutual of America Securities Corporation. 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 retail brokerage account holders, delivering integrated services tied 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

John S

Series 65, Series 66

Franklin, TN

Empower Advisory Group

John Swanson is a financial advisor at Empower Advisory Group with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Empower, he worked in the retail and beverage sectors, including positions at Wines Off Wynkoop and Wallaby's Liquor Warehouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to advisor headcount.

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

Joel V

Series 66

Franklin, TN

Empower Advisory Group

Joel Van Belkom is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, where he has worked since 2025. Prior to that, he held roles at Cetera, Regions Bank, AE Wealth Management, The Navin Group, Fifth Third Bank and Securities, and TD Ameritrade. 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 retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and include both 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

Elizabeth H

CFP®, Series 66

Franklin, TN

Empower Advisory Group

Elizabeth Hall is a CFP® professional with 12 years of experience in the financial services industry. She currently works at Empower Advisory Group and has prior experience with Fidelity Investments, Morgan Stanley, Bank of America, and Merrill. Outside of her advisory role, she owns a small business creating and selling crafts and woodwork on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm delivers services through an integrated model connected to 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.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")