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Bradley D
Series 66
Monroeville, PA
Citizens Securities, Inc.
Bradley Delozier is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation and 14 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 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.
Lawrence H
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Lawrence Hagan Jr. is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining Citizens Securities in 2019, he worked at PNC Investments from 2016 to 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a mix of investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform utilizing proprietary algorithms and risk assessments, alongside a Managed Account program.
Eric B
Series 66
Monroeville, PA
Citizens Securities, Inc.
Eric Brown is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Genoa-Qol Healthcare Company, and Giant Eagle Pharmacy. He is also a notary. 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 a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Brandon F
Series 66
Monroeville, PA
Citizens Securities, Inc.
Brandon Fasenmyer is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Wealth Management and Edward Jones. 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, 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, operating as part of a larger enterprise wholly owned by Citizens Bank.
Valentino H
Series 65, Series 63
Monroeville, PA
Citizens Securities, Inc.
Valentino Hernandez is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked primarily at Citizens Securities and its affiliated entities since 2016, with additional experience at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory role, he coaches youth hockey and lacrosse and serves on the board of a local hockey league. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory and brokerage services. The firm provides a range of advisory programs, including a digital advisory platform and a managed account program, and operates as part of a larger banking institution.
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 fundraising and team sponsor director for Central Valley Youth Baseball. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering both advisory and brokerage services. The firm provides a digital advisory program alongside managed accounts, operating as a broker-dealer and insurance agency, and is entirely owned by Citizens Bank, N.A.
Joshua B
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Joshua Bell is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank in various roles since 2013. 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 and a managed account program, operating as both a broker-dealer and insurance agency.
Kenneth J
Series 63, Series 65, Series 66
Monroeville, PA
Citizens Securities, Inc.
Kenneth Jarvis is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Raymond James Financial Services and PNC Bank. Outside of his advisory role, he is the founder and owner of Cards Collectibles and Gadgets CCG LLC, a small drop shipping company. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.
John N
Series 66, Series 63
Monroeville, PA
Citizens Securities, Inc.
John Nehrig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to joining Citizens Securities in 2020, he worked at Key Investment Services and KeyBank in various roles from 2016 to 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory and brokerage services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.
Joshua C
Series 66
Monroeville, PA
Citizens Securities, Inc.
Joshua Chiesa is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. He holds the Series 66 designation and has three years of industry experience. His work history includes multiple roles within Citizens Bank and Citizens Securities, along with earlier experience in the hospitality sector and at Edinboro University of Pennsylvania. 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 it also operates as a broker-dealer and insurance agency.
Nicholas M
Series 66, Series 63
Monroeville, PA
Citizens Securities, Inc.
Nicholas Maue is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and Northwestern Mutual. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Brenda H
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Brenda Hohn is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Citizens Securities since 2016 and previously spent 15 years at Citizens Bank. Brenda 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 individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory platforms include a digital advisory program managed with SigFig and a separate Managed Account program, operating alongside its broker-dealer and insurance activities.
Nicholas C
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Nicholas Cancilla is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Citizens Securities, he worked at JPMorgan Chase Bank and J.P. Morgan Securities for five years. 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 using proprietary algorithms as well as managed account programs, while also operating as a broker-dealer and insurance agency.
Stephen O
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Stephen Och is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He has been with Citizens Securities since 2016 and holds Series 63 and Series 65 credentials. 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 in partnership with SigFig and a separate Managed Account program.
Eric D
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Eric Docherty is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Westminster College's Towering Titans, supporting student athletes and fundraising efforts. 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.
Alexander S
Series 66, Series 63
Monroeville, PA
Citizens Securities, Inc.
Alexander Stramaski is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and has a background that includes roles outside finance. He also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios alongside managed accounts and operates as a broker-dealer and insurance agency.
Jacob F
CFP®, Series 66, Series 63
Monroeville, PA
Citizens Securities, Inc.
Jacob Fuller is a financial advisor at Citizens Securities, Inc. He holds the CFP® designation and has nine years of industry experience. Prior to joining Citizens Securities in 2020, Fuller worked at Edward Jones, The Huntington Investment Company, and Huntington National Bank. 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, including a digital advisory program partnered with SigFig and a Managed Account program.
Alexander H
Series 65, Series 63
Monroeville, PA
Citizens Securities, Inc.
Alexander Hall is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hurley Associates and Luttner Financial Group. Hall also serves as a Navy Reservist in the Military Police. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.
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 worked previously at Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a diverse 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 managed account services and operates as a broker-dealer and insurance agency.
Adam B
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Adam Buckholz is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. 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 broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides digital and managed account advisory options and operates as a broker-dealer and insurance agency.
Bradley D
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Bradley Dolhi is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2020. Prior to that, he was with Key Investment Services LLC from 2016 to 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 activities. 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 both a digital advisory program and a managed account program while operating as a broker-dealer and insurance agency.
John B
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
John Buggy is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Citizens Securities since 2017 and was previously with M&T Securities from 2012 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 alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.
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 credentials and 18 years of industry experience. He has worked at Citizens Securities since 2013. Outside of his advisory role, Koenig works as a delivery driver for Wexford Farms. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.
George B
Series 66
Monroeville, PA
Citizens Securities, Inc.
George Bello is a Series 66-licensed financial advisor at Citizens Securities, Inc. 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 acts as a fiduciary with power of attorney for a family member. 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 approach includes both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as part of a bank-owned broker-dealer and insurance agency.
Tyler S
CFP®, Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Tyler Solis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA since 2019. His prior experience includes roles at William Penn Association, Greensburg Central Catholic High School, and Rivers Casino at Pittsburgh. 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 utilizes both a digital advisory platform and managed account programs, and operates as a broker-dealer and insurance agency.
Joshua M
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Joshua Meyer is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within the Citizens organization and PNC for over two decades. 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, including a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and client risk assessments.
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, holding Series 63 and Series 65 designations with 26 years of industry experience. He 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 operates both a digital advisory platform and managed account programs, and is wholly owned by Citizens Bank, N.A.
Matthew S
CFP®, Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Matthew Spirko is a CFP® professional with 10 years of experience in the financial industry. He is currently with Citizens Securities, Inc., where he has worked since 2018. His prior roles include positions at Citizens Bank and PNC Investments. Citizens Securities, Inc. serves a diverse retail client base ranging from individual investors to high-net-worth clients, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary managed account programs and commission-based brokerage services, and is wholly owned by Citizens Bank, N.A.
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 licenses and having 14 years of industry experience. He has worked with Citizens Securities and Citizens Bank since 2011. 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 and brokerage and insurance services, including a digital advisory program and a Managed Account program.
Darren J
Series 66
Monroeville, PA
Citizens Securities, Inc.
Darren Johns is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Edward Jones and Federated Investors. 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 advisory offerings that have included a digital advisory program and a Managed Account program.
Stephen R
Series 66
Monroeville, PA
Citizens Securities, Inc.
Stephen Rohm is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 credential and 11 years of industry experience. Prior to joining Citizens Securities in 2020, he worked 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 and engages in buying and selling. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.
Shannon S
Series 66
Monroeville, PA
Citizens Securities, Inc.
Shannon Schlatterer is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 credential with eight years of industry experience. Her career has been entirely with Citizens Securities and its affiliated entities since 2014. 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, including a digital advisory platform managed in partnership with SigFig, as well as brokerage and insurance services.
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 the 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, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Jessica L
Series 66
Monroeville, PA
Citizens Securities, Inc.
Jessica Lipniskas is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. She holds a Series 66 designation and has four years of industry experience. Her prior work includes 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. The firm offers investment advisory programs as well as brokerage and insurance services, with advisory offerings that include a digital program managed in partnership with SigFig and a Managed Account program.
John R
Series 66
Monroeville, PA
Citizens Securities, Inc.
John Rekasie Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2010. 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.
Jennifer S
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Jennifer Sekscinski is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily with Citizens Securities since 2018, with earlier roles at Citizens Bank, BNY Mellon, and Robert Morris University. 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 advisory options including a digital advisory program and a Managed Account program.
Michael W
Series 66
Monroeville, PA
Citizens Securities, Inc.
Michael Wellmon is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with six years of industry experience. His prior roles include positions at PNC Investment LLC and Edward Jones. Outside of financial services, he previously worked in the telecommunications sector with AT&T Mobility. Citizens Securities serves a wide range of retail clients, offering investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, catering to individual and high-net-worth investors as well as retirement plans.
Amie H
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Amie Hernandez is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved as a swim instructor at Valley Point YMCA, a swim coach at Sebco Pool, a Red Cross lifeguard instructor, and serves on the Buffalo Elementary PTO Board as 2nd Vice President. 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 using proprietary algorithms and a Managed Account program.
Zachary D
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Zachary Dorste is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and Key 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 operates both discretionary and non-discretionary programs and is wholly owned by Citizens Bank, N.A.
Lisa H
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Lisa Hegyes is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Citizens Securities in 2017, she worked for 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. The firm offers investment advisory programs, brokerage, and insurance services, including a proprietary Bank Deposit Sweep Program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.
Gregory W
CFP®, Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Gregory Walsh is a CFP®-certified financial advisor at Citizens Securities, Inc. with 11 years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. for seven years, as well as Scottrade and PNC Investments. Outside of his advisory role, he has experience selling items on eBay as a side business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm provides investment management through a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.
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