Port Saint Lucie, FL Office

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 licenses and over 12 years of industry experience. He has worked with Wells Fargo Advisors, Wells Fargo Bank, and Wells Fargo Clearing before joining Empower Advisory Group, where he currently serves clients. 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 certain retail brokerage account holders. The firm uses an integrated approach linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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 with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, Jessup operates a home-based bakery, Pie Guys Bakery, specializing in pies and pastries sold directly to consumers under Florida’s cottage food law. 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 focused on long-term portfolio returns, annual rebalancing, and savings rates within an aligned platform connected to Empower’s recordkeeping and administrative systems.