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Valerie M

Series 66

Berlin, NH

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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David M

Series 66

Berlin, NH

Edward Jones

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.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Raymond L

Series 66

Berlin, NH

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cliff S

Series 66

Berlin, NH

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shane B

Series 66

Berlin, NH

Edward Jones

Shane Bertrand is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Glenn T

ChFC®, Series 63

Berlin, NH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brandon L

Series 66

Berlin, NH

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning Wealth management Military & Veterans Public Service Employee Young Professionals
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Linda S

Series 63, Series 65

Gorham, NH

OSAIC

Linda Sjostrom is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. Outside of her advisory role, she operates Taurus Financial Group, where she provides notary public services, completes tax returns, and serves as a trustee for family trusts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using a broad array of investment strategies supported by advanced tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph D

Series 66

Berlin, NH

OSAIC

Joseph Dupuis is a financial advisor with OSAIC in Berlin, NH, holding a Series 66 designation and possessing eight years of industry experience. Prior to joining OSAIC in 2026, he worked at Edward Jones for eight years. Dupuis also serves as Vice President of the Notre Dame Arena in Berlin, NH, where he participates in decision-making for the arena's operations. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs firm-provided asset-allocation tools and third-party services to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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