Meet Our Advisors

Brian Conway

Brian E. Conway, CFP®, RMA, CFS

President | Investment Advisor Representative

Brian applied his engineering and management degree from Clarkson University to build a successful career in the industrial equipment industry rising to the level of Director. In 2002, he chose to pursue a new direction. Read more.

View Brian E Conway's profile on LinkedIn

Jeremy Benoit, CRPC, AIF®

Investment Advisor Representative

Jeremy Benoit has more than 25 years of industry experience and aims to deliver service that consistently exceeds client expectations. He takes an in-depth and confidential approach in developing financial strategies tailored to fit his clients’ needs. Read More.

Stuart Bronson, AIF®

Investment Advisor Representative

Stuart brings 20 years of experience overseeing financial matters for his clients in Northern New England. He did not come to the financial services industry by the direct route.  Read More.

Donna M Rivera, CFP®

Investment Advisor Representative

Throughout her 30-plus-year career as a CFP and trusted financial advisor, Donna Rivera has taken great pride in being able to assist in all aspects of the client’s financial life. Read More.

Check the background of investment professionals on FINRA’S BrokerCheck.