Meet Our Advisors

Brian E. Conway, CFP®, 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.

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.

Elizabeth Hodgdon
Investment Advisor Representative
Elizabeth has almost 20 years of experience helping clients meet their financial goals. After graduating from Michigan State University in 1999, she moved back to New Hampshire to start her career and is the third generation of her family in the financial services industry.
The belief that successful financial planning is not an isolated event but a series of actions has shaped Elizabeth’s work. 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.