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Michael F
Series 63, Series 66
Rochester, NH
Fidelity
Michael Fraser II is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2011. Outside of his advisory work, he is the sole proprietor of Phresh Entertainment, where he provides editing and hosting services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.
Robert D
Series 63, Series 65
Gilford, NH
Morgan Stanley
Robert Decamp is a financial advisor with Morgan Stanley in Gilford, NH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in several real estate-related business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services including investment management, estate planning, and corporate financial planning agreements.
Edward R
CFP®, Series 63, Series 66
Wolfeboro, NH
LPL Financial
Edward Ronan is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. He serves as a board member for myWMT, a nonprofit business networking group for wealth management professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment management strategies and integrates advanced operational tools while supporting a large network of investment adviser representatives.
Christopher R
Series 66
Wolfeboro Falls, NH
Edward Jones
Christopher Russell is a financial advisor at Edward Jones in Wolfeboro Falls, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he spent 11 years at Northway Bank. Outside of his advisory role, he coaches 4th-6th grade basketball at the North Conway Community Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.
Jeffrey M
Series 66
Wolfeboro, NH
Raymond James Financial
Jeffrey Mc Guinness is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include four years at Edward Jones and work in education and healthcare settings. He operates his practice under the names McGuinness Wealth Advisor and North Atlantic Investment Partners in Wolfeboro, NH. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary investment consulting and planning supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance activities.
John C
Series 63, Series 65
Rochester, NH
Cetera
John Creteau is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously with Voya Financial Advisors. Outside of his advisory role, he serves as president of The Spaulding High School Baseball Fan Club, an organization that raises funds for high school baseball programs. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management options and access to third-party money managers.
Deanna S
Series 63, Series 66
Strafford, NH
STIFEL
Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.
David B
Series 66
Laconia, NH
Edward Jones
David Bochichio is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he founded and operated D&M Creative, LLC from 2020 to 2023. He is also involved as a volunteer board member and coach for By, With, and For Autistic Adults, supporting autistic leaders in business and employment. Additionally, Bochichio creates content for a gaming YouTube channel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.
Katherine F
Series 65
Loudon, NH
LPL Financial
Katherine Fratone is a financial advisor with LPL Financial, holding a Series 65 credential and one year of industry experience. Her prior work includes two years at Valpey Financial Services and six years at Raymond James. Outside of her advisory role, she is involved part-time in administrative work for Celtic Adjusting Services, an auto claims business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.
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, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at The Foundry Financial Group, Inc. Arsenault serves as a board member for Granite VNA and Granite State Beginnings, and is involved with SCORE Association as a presenter. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary and third-party model strategies across various custody platforms.
John L
ChFC®, Series 63, Series 65
Rochester, NH
Cetera
John Lachapelle is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2021, he was affiliated with Voya Financial Advisors and has been involved with Creteau, Hackett, Lachapelle Associates LLC since 2001. Outside of his advisory duties, he serves as the committee chair for the Portsmouth Football Golf Tournament and Mark Beaulier Scholarship and is an executive leader and men’s ministry director at Christian Life Church. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services, including access to third-party money managers and customizable investment strategies.
Nicholas K
Series 66
Rochester, NH
Edward Jones
Nicholas Kurtz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare-related roles at Wentworth Douglas Hospital and York Hospital. Outside of finance, he has experience working at Wentworth Institute of Technology, Cochecho Country Club, and Dover High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.
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