San Diego, CA Office

Curtis Baumann is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Allianz Global Investors U.S. LLC and Fisher Investments. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Monica Mantilla is an Investment Management Consultant II at Fidelity Investments. She has been with Fidelity since 2019, progressing through roles including Financial Consultant, Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Monica worked as a Wealth Advisor Associate at Morgan Stanley and as a Business Development Specialist at TD Ameritrade. Monica holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional with nearly ten years of experience in the financial services industry. She focuses on providing personalized financial guidance and aims to empower clients with clarity and confidence throughout their financial journeys. Outside of her professional work, Monica enjoys comedy, family activities, visiting museums, reading, and traveling.

Stephanie Secor is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 65, Series 63, and Series 66 licenses and over 31 years of industry experience. Her career includes roles at Goldman Sachs, Charles Schwab & Co, Citigroup Global Markets, and LPL Financial. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering both point-in-time financial plans and optional managed account solutions.

Elias Santos is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at GWFS Equities, Advised Assets Group, UBS Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, First Command Advisory Services, 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 certain retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Sandra Nicole Tucker is a financial advisor with Empower Advisory Group in San Diego, CA. She holds Series 66 and Series 63 licenses and has four years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Ezekiel Cortez I is a financial advisor with Empower Advisory Group holding a Series 66 designation and has one year of industry experience. Prior to joining Empower, he worked at Vail Resorts and Whole Foods Market. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and manages a large participant base relative to its advisor headcount.

Kevin Yang is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 63 and Series 66 credentials and two years of industry experience. He has been with Empower Advisory Group since 2025 and was previously affiliated with Empower Financial Services, Inc. from 2023. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Elaine Rodriguez is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for four years. 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 certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, operating within an affiliated network that includes recordkeeping and brokerage execution platforms.

Colin Dickerson is a financial advisor with Empower Advisory Group in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Personal Capital Advisors Corporation and Empower Financial Services. Outside of finance, he has experience working in the hospitality industry. 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’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Nicolas Ryder is a financial advisor at Empower Advisory Group with a Series 65 designation and one year of experience. His prior roles include positions at Holborn Assets and California Lutheran University. He is based in San Diego, CA. 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 clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Gregory De Palma is a CFP® with 12 years of industry experience, currently serving at Empower Advisory Group. He has previously worked at Personal Capital Advisors and joined Empower in 2023. 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 annual rebalancing through proprietary and third-party methodologies.

Anthony Gonzalez is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has worked previously in mortgage lending and financial services roles at firms including KBHS Home Loans, Lennar Mortgage, Mass Mutual, and Voya. 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’s model integrates with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and savings rates over short-term forecasts.