Lauren Hartigan is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily with Citizens Securities and Citizens Bank since 2016, including a brief tenure at Raymond James & Associates. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

Sean Obrien is a ChFC®-designated financial advisor with 38 years of industry experience. He currently works at Citizens Securities, Inc. and has previously been affiliated with LPL Financial, Webster Bank, Horace Mann Companies, Mass Mutual Investors Services, and MetLife Securities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and proprietary algorithms, as well as a Managed Account program.

Eric Belsky is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2013. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Joel White is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 66 designations and 21 years of industry experience. He previously worked at John Hancock in various capacities from 2008 to 2025 before joining Citizens Securities in 2025. Outside of his professional role, he volunteers as a flag football and soccer coach for children. 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 advisory offerings include a digital advisory program and a separate Managed Account program, operating also as a broker-dealer and insurance agency.

Charles Gilbert Sr. is a financial advisor at Citizens Securities, Inc. with 28 years of industry experience. He has worked at Citizens Securities since 2017 and previously held positions at Bank of America, N.A. and Merrill. He holds Series 63 and Series 65 designations. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform focused on ETF-based portfolios and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

John Valentine is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Banc of America Investment Services, Inc. and the United States Postal Service. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory solutions include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Robert Pinelli is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Bank Rhode Island. He is also a Notary Public. 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 both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Stephen Wilson is a financial advisor at Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Citizens Securities since 2013. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jonathan Habib is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes ten years at Santander Securities, LLC, followed by brief tenures at Commonwealth Financial Network and Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory platform utilizing ETF-based portfolios and proprietary algorithms, though this represents a small portion of its overall advisory activity.

Rodger Jordan is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and 65 licenses and seven years of industry experience. His prior work includes roles at firms such as Transamerica Financial Advisors, PNC Investments, and Ameriprise Financial Services. Outside of his advisory work, he serves as an independent preacher and minister. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Marc Kurzberg is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, KeyBank, and New York Life Insurance/American Income Life. Outside of advising, he serves as a varsity wrestling coach for Braintree Public Schools. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program focused on ETF portfolios and manages both discretionary and non-discretionary accounts.

Abraham Rosenberg is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Citizens Securities in 2018, he worked at Bank of America and Merrill from 2016 to 2018. Citizens Securities serves a broad retail client base including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.

Megan Ruo is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Santander Securities, LLC, and Dedham Savings Bank. Outside of her advisory role, she also works as a personal trainer through her coaching and training business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a managed account program, operating as a broker-dealer and insurance agency.

David Knott is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds the Series 66 designation and has worked previously at Equity Services, Inc. and National Life Group. Knott also serves as the chief investment officer for the Knott Family Trust, managing a portfolio of stocks and bonds. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary programs, including a digital advisory platform using proprietary algorithms and a bank-owned deposit sweep program.

Riley Flanagan is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Numeric Investors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and managed account services while operating as a broker-dealer and insurance agency.

Sean Schooley is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Allstate Insurance Co. and Prudential Insurance Company of America. Outside of his advisory role, he has operated AB Computer Hardware since 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Alexas Cabral is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management, LLC and Massey and Associates, Inc. Outside of advising, he serves as a notary public and participates in consumer research survey-taking. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Matthew White is a financial advisor at Citizens Securities, Inc. with 7 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America N.A. and Merrill from 2008 to 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Taylor Morrison is a CFP® with over 21 years of experience in the financial services industry. Currently with Citizens Securities, Inc., Taylor has held positions at firms including Merrill and Wellesley Asset Management. He is involved with the Massachusetts Youth Soccer Association Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory platform alongside managed account programs and brokerage services, and is wholly owned by Citizens Bank, N.A.

Patrick Dunk is a CFP® professional with eight years of industry experience. He is currently with Citizens Securities, Inc., where he has worked for five years. His prior experience includes roles at Shepherd Financial Partners, LPL Financial, Merrill, and Northwestern Mutual. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.