Jacqueline Taylor is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Sarah St. Onge is a financial advisor at Edelman Financial Engines with one year of industry experience. She holds a Series 65 designation and has previous work history that includes roles at New Hampton School and King Philip Regional School District. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools to offer diversified, long-term investment solutions.

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 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.

Cari Lamontagne is a financial advisor with Edward Jones in Meredith, NH, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has worked at several firms, including Citizens Securities, Fidelity Brokerage Services, Morgan Stanley, and Wells Fargo Clearing. Outside of her advisory role, she is involved with Live Nation / BankNH Pavilion, where she assists by checking tickets and directing patrons. 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 with discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 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.

Jessica Mclavey is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of her advisory role, she provides pet sitting and dog walking services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

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.

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.

Devon Sullivan is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes positions at 128 Technology and a brief period of unemployment before joining Edward Jones in 2018, where he has worked for eight years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.