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Brittany B
Series 66
Middleton, NH
Ameriprise
Brittany Baylor is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she sells produce from her home garden in Middleton, NH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.
Brian L
CFP®, Series 66
Wolfeboro Falls, NH
Edward Jones
Brian Laing is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant football coach at Kingswood High School in Wolfeboro, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Christopher W
Series 63, Series 65
Belmont, NH
LPL Enterprise
Christopher Williams is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Metlife Securities Inc., Mariner, and New England Securities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
David W
Series 63, Series 65
Laconia, NH
LPL Enterprise
David Whitney is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 17 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he works part-time as a ski lift operator at Gunstock Mountain Resort. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Anthony I
Series 63, Series 66
Laconia, NH
Cetera
Anthony Ilacqua is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2012. He also serves as chairman of the Planning Board of the Town of Littleton. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Benjamin W
Series 66
Laconia, NH
Edward Jones
Benjamin Wilson is a financial advisor at Edward Jones in Laconia, NH, with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Kaitlyn S
Series 66
Laconia, NH
LPL Financial
Kaitlyn Sasseville is a financial advisor with LPL Financial in Laconia, NH, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, she worked in the hospitality and education sectors, including roles at Planet Fitness, Great NH Restaurants, and Southern New Hampshire University. Outside of her advisory work, she is employed as a waitress at Ellacoya Bar & Grille. 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 wide range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various asset classes.
Robert L
Series 63, Series 65
Gilford, NH
Morgan Stanley
Robert Laux is a financial advisor with Morgan Stanley in Gilford, NH, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Laux serves as a volunteer emergency medical technician and is involved in local governance and nonprofit finance committees in Hebron, New Hampshire. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.
Joel A
Series 66
Gilford, NH
Cambridge Investment Research Advisors
Joel Arsenault is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked with Cambridge Investment Research Inc. and The Foundry Financial Group, Inc. Arsenault is involved in several nonprofit and community organizations, including serving as a presenter for the SCORE Association and holding board positions with Huot Technical Center, Granite VNA, and Granite State Beginnings. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, sub-advisors, and proprietary model strategies.
James K
ChFC®, Series 63, Series 65
Laconia, NH
OSAIC
James Kuekan is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for 22 years and Veravest Investment Advisors, Inc. for 9 years. Outside of advising, he is involved in insurance sales, offering a range of health and life insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm provides brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various program options and a complex affiliate network.
Valerie A
Series 63, Series 65
Center Barnstead, NH
Ameriprise
Valerie Alves is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. since 2015. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Jason P
Series 66
Laconia, NH
Edward Jones
Jason Pochily is a financial advisor with Edward Jones in Laconia, NH, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and serves concurrently in the United States Marine Corps. Outside of his advisory role, he owns and manages an equine boarding and training facility in Belmont, NH. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services through a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.
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