Shane Bertrand

Valerie Moore is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked at several firms including Personal Capital Advisors Corporation and Cetera Advisor Networks. Prior to her financial advisory roles, she held a position at the Illinois House of Representatives Office of the Clerk in 2016. 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 offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

David Martin is a Series 66-credentialed financial advisor with Edward Jones in Berlin, NH, where he has worked since 2014. He has 11 years of industry experience and also has a long-term role with the Berlin City Auto Group dating back to 1988. Martin serves as a trustee of trust funds for the City of Berlin, overseeing decisions related to the appropriation of gifted funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory and managed solutions. The firm operates an SEC-registered advisory program with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors.

Raymond Landry is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Cliff Scott is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent nine years with Berlin City Auto Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,000 advisors.

Glenn Tassey is a financial advisor at LPL Financial with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. and Princor Financial Services Corporation. He is also involved with The Tassey Group Insurance & Financial Services, which he has operated since 2013. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brandon Lavertu is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for the New Hampshire Department of Corrections from 2014 to 2024. Outside of his advisory role, he is a partner in a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products, operating under a fiduciary standard.