Tampa, FL Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

7

Of 1,962 advisors across 1,066 offices

Location

Tampa FL

Advisors at this office

7

Advisors at this office

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Sita M

CFP®, Series 63, Series 65, Series 66

Tampa, FL

Empower Advisory Group

Sita Monti is a CFP® professional with 16 years of experience in the financial industry. She is currently with Empower Advisory Group and has previously worked at Morgan Stanley, E*TRADE Securities, and Ameriprise Financial Services. Outside of her advisory work, she teaches various forms of yoga and is the founder of LivAfrika, a volunteer retail sales effort that donates all proceeds to its mission. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through a combination of “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.)
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Marcel D

CFP®, Series 63

Tampa, FL

Empower Advisory Group

Marcel Du Mont is a CFP® with 12 years of industry experience, currently advising at Empower Advisory Group since 2025. Prior to this, he worked at Fisher Investments for five years and The Vanguard Group for six years. He spent one year in extended travel between his roles at these firms. 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 integrated service model emphasizes long-term portfolio returns and annual rebalancing, delivering planning and managed account solutions within plan lineups selected by plan sponsors.

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

Series 63, Series 66

Tampa, FL

Empower Advisory Group

Katryel Wargo is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Wargo operates two small businesses focused on home organizing and retail. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm utilizes an integrated model aligned with Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

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

Series 63, Series 66

Tampa, FL

Empower Advisory Group

Aimee Farinas is a financial advisor with Empower Advisory Group in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior experience includes 15 years at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she has been involved with Corky Wines LLC since 2014. 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 approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

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

Series 66

Tampa, FL

Empower Advisory Group

Patrick Bay is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Bank of America, Merrill, and AXA Advisors. 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.

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

Series 66

Tampa, FL

Empower Advisory Group

Aaron Wargo is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and Charles Schwab. Outside of finance, he owns and operates a personalized stretching and yoga business serving professional athletes. 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 clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates through point-in-time financial plans and optional managed accounts.

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

Series 66

Tampa, FL

Empower Advisory Group

Brent Litchfield is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at GWFS Equities, Inc/AAG since 2019 and previously at T. Rowe Price from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach combines proprietary and third-party methodologies focused on 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.)
View complete list of advisors at this office
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