Shane Matthew 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 firms including Personal Capital Advisors Corporation and Cetera Advisor Networks. 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 certain retail brokerage account holders. The firm’s approach integrates with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Martin is a financial advisor with Edward Jones in Berlin, NH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and also has a long-standing role at Berlin City Auto Group since 1988. Additionally, Martin serves as a trustee of trust funds for the City of Berlin, overseeing the appropriation of funds gifted from a local windmill farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions delivered through a large network of financial advisors and branch offices nationwide.

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 Series 66 licensed financial advisor with Edward Jones, based in Berlin, NH. He has two years of industry experience, including nine years of prior work at Berlin City Auto Group. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Glenn Tassey is a financial advisor with LPL Financial, holding a ChFC® designation and a Series 63 license, with 32 years of industry experience. His prior roles include five years at Cadaret Grant & Co., Inc. and 11 years at Princor Financial Services Corporation. He is also involved in managing The Tassey Group Insurance & Financial Services, a business he has operated since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management and institutional platforms.

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.