Lisa Burke is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MetLife Investors Distribution Company and MetLife. 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 operates both a digital advisory platform and managed account programs, and is wholly owned by Citizens Bank, N.A.

Cole Fuller is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank SSB, Charles Schwab, and Dell/EMC. Outside of his advisory role, Fuller is involved in property management as a multi-family home owner and landlord. 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 both a digital advisory platform and managed account programs, operating as a broker-dealer and insurance agency.

Brian Dunphy is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Citizens Securities, Inc., where he has worked since 2020. His prior experience includes roles at FedEx, MML Investors Services, Mass Mutual Life Insurance Company, and Valic Financial Advisors. Outside of his advisory work, he has worked as an Uber driver. 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 both a digital advisory program and a managed account program.

Daniel St. Aubyn is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and four years of industry experience. He has worked at Citizens Securities since 2017, with prior experience at Axelon Services Corporation and the Community College of Rhode Island. 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 alongside managed accounts and operates as both a broker-dealer and insurance agency.

Mark Dextradeur is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2013. Outside of his advisory role, he serves as a youth lacrosse coach on a volunteer basis. 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. Its advisory offerings include a digital advisory program and a Managed Account program, while the firm operates as a broker-dealer and insurance agency.

Carl Ostergaard Jr. is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Fidelity Investments, as well as active duty training service with the U.S. Air Force Reserve. 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 and a Managed Account program, with a combined approach that incorporates both discretionary and non-discretionary business.

Jonathan Bridgman is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citizens Securities since 2012. 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 based on proprietary algorithms and a Managed Account program.

Harry Carver is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2019. Prior to that, he held roles at Granite Financial Partners LLC and Ten Broeck Insurance Group. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.

Roy Yehuda is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Citizens Securities in 2022, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Bulfinch Group, and spent 20 years at EMC (Dell EMC). 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jared Greenberg is a Series 66-licensed financial advisor at Citizens Securities, Inc. with two years of industry experience. His prior work includes roles outside the financial sector, such as positions at Trio Restaurant and Chelos. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program employing ETF-based portfolios guided by proprietary algorithms and client risk profiles, alongside other managed account services.

Samia Elias is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments and TD Ameritrade. 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 a Managed Account program, operating as a broker-dealer and insurance agency while being wholly owned by Citizens Bank, N.A.

Patrick O'Connor is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at KeyBank, Key Investment Services LLC, and infinex Investments, Inc. He has been with Citizens Securities since 2018. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with 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.

Frodo Feng is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at HSBC Securities (USA) Inc. and JPMorgan Securities LLC. 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 and a managed account program, while also operating as a broker-dealer and insurance agency.

Joseph Zanca is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2011. Outside of his advisory role, he serves as a firefighter for the Town of Braintree, a position he has held since 1999. 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 offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brian Argiro 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 has been with Citizens Securities since 2014. Outside of his advisory role, he volunteers as a coach for the Lincoln Little League Baseball. 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 a Managed Account program and operates as a broker-dealer and insurance agency.

Mary Collins is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Citizens Securities since 1996. 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 and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Nicholas Mann is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill, and other firms. 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 operates both a digital advisory program and a managed account program, and is wholly owned by Citizens Bank, N.A.

Stephanie Marcello is a CFP® and Series 66-registered advisor with Citizens Securities, Inc., where she has worked since 2015. She has 24 years of industry experience. 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, and it operates as a broker-dealer and insurance agency.

Christine Campbell is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 15 years before joining Citizens Securities in 2024. 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 alongside brokerage and insurance services, with a notable digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Garrett Revens is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Fidelity Investments. 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 within a bank-owned enterprise structure.