Angel Reyes is a financial advisor with Citizens Securities, Inc. in Johnston, RI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Citizens Securities, Reyes worked at Bank of America for two years and held roles in other sectors including parking solutions and retail. He serves as the Director of Student Affairs for ALPFA Boston, coordinating professional development opportunities for student chapters across the Northeast region. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm provides both discretionary managed accounts and a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Timothy Igo is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Jillson Company, Inc., KGI Consultants, Mahoney Publishing, and Blue Ribbon Barbecue. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, alongside managed accounts and commission-based brokerage services.

Rui Pacheco is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, 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, and it operates as a broker-dealer and insurance agency.

Daniel Jara is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, Tigress Financial Partners, and Porsche. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and managed account services, supported by its status as a broker-dealer and insurance agency.

Amilcar Giraldo is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to his current role, he worked at Prudential Insurance Company of America, Pruco Securities LLC, and Voya Financial. Outside of finance, he owns NuTec Heating and Cooling, a business specializing in minisplit installations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs as well as brokerage and insurance services. The firm uses proprietary algorithms in its digital advisory program and operates as both a broker-dealer and insurance agency.

Thomas Cxypoliski is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. He also serves as executor of his mother’s estate. 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 operates both a digital advisory program and a managed account program while functioning as a broker-dealer and insurance agency.

Brian Mcnamara is a financial advisor at Citizens Securities, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2002. 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 employs a variety of advisory approaches, including a digital advisory program and managed accounts, while operating as a broker-dealer and insurance agency.

Helio Sousa Erazo Jr. is a Series 66 licensed financial advisor with Citizens Securities, Inc. He has one year of industry experience and has previously worked at Loomis Sayles, Northwestern Mutual, and Bull Transport & Logistics LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with a range of advisory offerings including a digital advisory program and a Managed Account program.

Kadeem Wright is a CFP® professional with five years of industry experience, currently affiliated with Citizens Securities, Inc. He has held roles at Fidelity Investments, Equitable Advisors, and Bank of America. 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 using ETF-based portfolios guided by proprietary algorithms, as well as a Managed Account program.

Michael Bianco is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments, Edward Jones, and Keenan Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a managed account program, operating as both a broker-dealer and insurance agency.

Peter Cuddy is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2015 to 2019. Outside of his advisory role, he is an agent for Hotel Wiskey LLC, a property in Wakefield, RI. Citizens Securities serves individual and high-net-worth investors and offers both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while it also operates as a broker-dealer and insurance agency.

Alex Aborn is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Equitable Advisors, LLC and has experience in hospitality and recreational businesses, including Mom's Kitchen and Bar and Livelo Bike Rental. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital program using proprietary algorithms and a Managed Account program, along with commission-based brokerage operations.

William Hangan is a CFP® professional with 11 years of industry experience, currently serving at Citizens Securities, Inc. since 2020. His prior experience includes roles at CITIZENS Bank, Wealth Management Resources, Inc., Santander Securities LLC, and HighTower Advisors. He is a member of the East Greenwich School Committee and volunteers with Rhodeway Position, a nonprofit that assists low-income and military individuals with financial and debt planning. Citizens Securities, Inc. serves a diverse retail client base including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Michael Freeman is a financial advisor at Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Citizens Securities since 2008. Citizens Securities serves a diverse 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 provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Ana Cooke is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked extensively within Citizens Securities and Citizens Bank 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 alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Sean Ryan is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2017, following previous roles at Wells Fargo entities. Outside of his advisory work, he serves as a notary, notarizing documents for a few hours each month. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering a range of investment advisory programs, brokerage, and insurance services. The firm manages both discretionary and non-discretionary assets and operates under the ownership of Citizens Bank, N.A.

Brian Sullivan is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Santander Securities, LLC, Santander Bank, NA, and Bay State Breakers. 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 provides both a digital advisory program and managed account services while operating as a broker-dealer and insurance agency.

Paramjit Singh is a financial advisor with Citizens Securities, Inc. and holds a Series 66 designation. He has five years of industry experience, including prior roles at Merrill and Bank of America. Outside of his advisory work, he is a silent partner and officer in several small private businesses. 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 operates a digital advisory program with ETF-based portfolios and also conducts commission-based brokerage and non-discretionary business.

Courtney Fenton is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked within Citizens Securities and Citizens Bank since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Rashid Mahmood is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked exclusively within the Citizens organization since 2014. 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 offerings include a digital advisory program utilizing proprietary algorithms and a managed account program, while also operating as a broker-dealer and insurance agency.