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Bradley D

Series 66

Monroeville, PA

Citizens securities, Inc.

Bradley Delozier is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation with 13 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 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 while being fully owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Lawrence H

Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Lawrence Hagan Jr. is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Citizens Securities since 2019 and previously spent three years with PNC Investments. 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’s advisory offerings include a digital advisory program based on proprietary algorithms and a Managed Account program, operating within the broader framework of its bank-owned broker-dealer and insurance operations.

Tax-loss harvesting Passive / index investing
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Eric B

Series 66

Monroeville, PA

Citizens securities, Inc.

Eric Brown is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with eight years of industry experience. Before joining Citizens Securities in 2025, he held roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Genoa-Qol Healthcare Company, and Giant Eagle Pharmacy. He also serves as a notary. 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’s advisory services include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

Tax-loss harvesting Passive / index investing
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Brandon F

Series 66

Monroeville, PA

Citizens securities, Inc.

Brandon Fasenmyer is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Citizens Securities and Citizens Bank since 2015. Outside of his advisory role, he serves as an Assistant Scout Master for Boy Scouts Troop III. 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.

Tax-loss harvesting Passive / index investing
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Valentino H

Series 65, Series 63

Monroeville, PA

Citizens securities, Inc.

Valentino Hernandez is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Securities and Prudential Insurance Company of America in various capacities. Outside of his advisory role, he coaches youth hockey and lacrosse and serves as a board member for a nonprofit hockey league. 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 utilizing ETF-based portfolios and a Managed Account program, operating within a combined bank, broker-dealer, and advisory structure.

Tax-loss harvesting Passive / index investing
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David N

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

David Nemecek is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Citizens Securities since 2003. Outside of his advisory role, he coaches youth baseball and serves as a fundraising and team sponsor director for Central Valley Youth Baseball. 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 with ETF-based portfolios managed through proprietary algorithms, as well as commission-based brokerage and non-discretionary services.

Tax-loss harvesting Passive / index investing
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Joshua B

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Joshua Bell is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities, Citizens Bank, and CCO Investment Services. 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 a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Kenneth J

Series 63, Series 65, Series 66

Monroeville, PA

Citizens securities, Inc.

Kenneth Jarvis is a financial advisor with Citizens Securities, Inc. in Wexford, PA, holding Series 63, 65, and 66 licenses and possessing 11 years of industry experience. His previous roles include positions at Raymond James Financial Services and PNC Bank, N.A. He is also the founder and owner of a small drop shipping company, Cards Collectibles and Gadgets CCG LLC. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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John N

Series 66, Series 63

Monroeville, PA

Citizens securities, Inc.

John Nehrig is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Citizens Securities since 2020, following prior roles at Key Investment Services and KeyBank. 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’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Joshua C

Series 66

Monroeville, PA

Citizens securities, Inc.

Joshua Chiesa is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Bank as well as in customer service roles in the hospitality industry. 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 that uses proprietary algorithms and discretionary managed accounts, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Nicholas M

Series 66, Series 63

Monroeville, PA

Citizens securities, Inc.

Nicholas Maue is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and Northwestern Mutual. Citizens Securities serves a wide 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 with ETF-based portfolios and a Managed Account program, and operates as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Brenda H

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Brenda Hohn is a financial advisor with Citizens Securities, Inc. in Kittanning, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Citizens Securities since 2016 and previously spent 15 years at Citizens Bank. She serves as a board member of Downtown Kittanning Inc. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Nicholas C

Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Nicholas Cancilla is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm features both a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Stephen O

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Stephen Och is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual 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, while operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Eric D

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Eric Docherty is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Citizens Securities since 2009. Outside of his advisory role, he serves on the board of Westminster College Towering Titans, supporting student athletes and fundraising efforts. 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 both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Alexander S

Series 66, Series 63

Monroeville, PA

Citizens securities, Inc.

Alexander Stramaski is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and gained broader experience in retail and service roles. In addition to his advisory work, he serves as 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 alongside brokerage and insurance services. The firm operates digital and managed account programs and maintains a combination of discretionary advisory and commission-based brokerage activities.

Tax-loss harvesting Passive / index investing
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Jacob F

CFP®, Series 66, Series 63

Monroeville, PA

Citizens securities, Inc.

Jacob Fuller is a CFP® professional affiliated with Citizens Securities, Inc. He has nine years of industry experience, including prior roles at Edward Jones, The Huntington Investment Company, and Huntington National Bank. Fuller has been with Citizens Securities since 2020. 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 operates both a digital advisory platform and a Managed Account program while functioning as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Alexander H

Series 65, Series 63

Monroeville, PA

Citizens securities, Inc.

Alexander Hall is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Hall has served as a Navy Reservist in the Military Police. 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 with ETF-based portfolios and a Managed Account program.

Tax-loss harvesting Passive / index investing
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Katy D

Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Katy Demarco Biddle is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Adam B

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Adam Buckholz is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2024. His prior roles include positions at Bank of America, Merrill, and Huntington Bank. Outside of his advisory work, he performs as a drummer in a cover band. Citizens Securities serves a wide range of retail clients, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating alongside its broker-dealer and insurance agency activities.

Tax-loss harvesting Passive / index investing
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Bradley D

Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Bradley Dolhi is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Key Investment Services LLC for four years before joining Citizens Securities in 2020. Outside of his advisory role, he serves as Vice President of the Center Township Athletic Association, where he is involved in field maintenance, coaching, and organizing fundraising and grants. 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 provides ETF-based digital advisory portfolios managed with proprietary algorithms, as well as a Managed Account program, and operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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John B

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

John Buggy is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Citizens Securities in 2017, he worked for M&T Securities, Inc. for five years. 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.

Tax-loss harvesting Passive / index investing
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Jeremy K

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Jeremy Koenig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Citizens Securities since 2013. Outside of his advisory role, he works as a delivery driver for Wexford Farms. 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.

Tax-loss harvesting Passive / index investing
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George B

Series 66

Monroeville, PA

Citizens securities, Inc.

George Bello is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with 21 years of industry experience. He previously worked at Key Investment Services LLC for eight years before joining Citizens Securities in 2024. Outside of his advisory role, he holds power of attorney for his mother. 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 approach includes a digital advisory program and managed accounts, and it operates as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Tyler S

CFP®, Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Tyler Solis is a CFP® with six years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA. His career includes roles at Citizens Bank and William Penn Association, as well as earlier experience outside finance at Rivers Casino in Pittsburgh. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory and brokerage services. The firm’s advisory programs include a digital platform leveraging proprietary algorithms and discretionary portfolio management, alongside commission-based brokerage and insurance offerings.

Tax-loss harvesting Passive / index investing
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Joshua M

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Joshua Meyer is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Citizens Bank in various roles since 2018, including prior experience at PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes a digital advisory program utilizing proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Daniel L

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Daniel Lavezoli Jr. is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, with 25 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. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program and a Managed Account program.

Tax-loss harvesting Passive / index investing
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Matthew S

CFP®, Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Matthew Spirko is a CFP® professional affiliated with Citizens Securities, Inc. in Monroeville, PA, with 10 years of industry experience. His career includes roles with Citizens Bank and PNC Investments, and he has been with Citizens Securities since 2018. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, catering to individual and high-net-worth investors as well as retirement plans.

Tax-loss harvesting Passive / index investing
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Evan A

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Evan Andreas is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Citizens Securities and its related entities since 2011. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms as well as managed account services, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Darren J

Series 66

Monroeville, PA

Citizens securities, Inc.

Darren Johns is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Edward Jones and Federated Investors. Citizens Securities serves a diverse retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital platform that recommends ETF-based portfolios using proprietary algorithms and risk-tolerance assessments, though it also conducts commission-based brokerage and non-discretionary business.

Tax-loss harvesting Passive / index investing
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Stephen R

Series 66

Monroeville, PA

Citizens securities, Inc.

Stephen Rohm is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 credential and 11 years of industry experience. He has worked at Citizens Securities since 2020 and previously held roles at PNC Investments from 2014 to 2020. Outside of his advisory role, he is a partner in Mega Collectibles and More, where he assesses the value of collectibles and merchandise. 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 accounts, and operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Shannon S

Series 66

Monroeville, PA

Citizens securities, Inc.

Shannon Schlatterer is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and has worked with Citizens Securities and Citizens Bank in various capacities since 2014. Citizens Securities serves individual and high-net-worth investors through investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program alongside managed account services and operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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John R

Series 66

Monroeville, PA

Citizens securities, Inc.

John Rishell is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2015. 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 managed in partnership with SigFig and a Managed Account program.

Tax-loss harvesting Passive / index investing
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Jessica L

Series 66

Monroeville, PA

Citizens securities, Inc.

Jessica Lipniskas is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Citizens Securities since 2018, following prior roles at Citizens Bank and Key Bank (First Niagara Bank). 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.

Tax-loss harvesting Passive / index investing
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John R

Series 66

Monroeville, PA

Citizens securities, Inc.

John Rekasie Jr. is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation with 18 years of industry experience. He has been with Citizens Securities since 2010. 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 both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Jennifer S

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Jennifer Sekscinski is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials with eight years of industry experience. Her prior roles include positions at BNY Mellon and Citizens Bank, along with work at European Wax Center and Robert Morris University. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory platform based on ETF portfolios and proprietary algorithms, alongside commission-based brokerage and other non-discretionary services.

Tax-loss harvesting Passive / index investing
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Michael W

Series 66

Monroeville, PA

Citizens securities, Inc.

Michael Wellmon is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Citizens Securities, Inc. and has previously been employed at PNC Investment LLC, Edward Jones, and AT&T Mobility. 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 features a digital advisory program with ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program, operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Amie H

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Amie Jeffers is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and its related entities since 2016. Outside of her advisory role, Jeffers is involved in her community as a swim instructor at Valley Point YMCA, a lifeguard instructor for the Red Cross, and serves on the Buffalo Elementary PTO Board. 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 that uses proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.

Tax-loss harvesting Passive / index investing
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Zachary D

Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Zachary Dorste is a financial advisor with Citizens Securities, Inc. in Kittanning, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at KeyBank and its affiliated investment services from 2016 to 2022. 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 using proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Lisa H

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Lisa Hegyes is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Citizens Securities in 2017, she worked at PNC Investments and PNC Bank from 2007 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program, managed accounts, and commission-based brokerage activities, and it is wholly owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Gregory W

CFP®, Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Gregory Walsh is a CFP® professional with 11 years of industry experience, currently advising at Citizens Securities, Inc. since 2025. His prior experience includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., PNC Investments, and Scottrade. Outside of his advisory work, he sells new and used items on eBay. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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