Matthew Lord is a CFP® professional with 25 years of industry experience. He has been with Citizens Securities, Inc. since 2004. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Ethan Whipple is a financial advisor with Citizens Securities, Inc. in Exeter, NH. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2025. Prior to joining the firm, his work experience includes roles at Commonwealth of Massachusetts, Keenan Financial, and Amazon. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program partnered with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.