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Heather B

Series 63, Series 65

Pittsburgh, PA

Citizens Securities, Inc.

Heather Barr is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to her current role, she worked at BNY Mellon and had multiple positions within Citizens Bank and Citizens Securities. 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 managed account solutions while operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Andrew N

Series 63, Series 65

Pittsburgh, PA

Citizens Securities, Inc.

Andrew Neft is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Citizens Securities since 2017 and previously spent four 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 as well as brokerage and insurance services. The firm features a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages discretionary accounts with optional tax-loss harvesting, alongside its commission-based brokerage activities.

Tax-loss harvesting Passive / index investing
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Anthony R

Series 66

Pittsburgh, PA

Citizens Securities, Inc.

Anthony Ranalli is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2015. 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 provides both discretionary and non-discretionary investment options, including a digital advisory program and a managed account program.

Tax-loss harvesting Passive / index investing
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David J

Series 63, Series 65

Pittsburgh, PA

Citizens Securities, Inc.

David Joseph is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked 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 investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a separate Managed Account program, while it also operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Ethan G

Series 66

Pittsburgh, PA

Citizens Securities, Inc.

Ethan Gengarella is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Lowe's. 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 utilizing proprietary algorithms and a Managed Account program, alongside commission-based brokerage activities.

Tax-loss harvesting Passive / index investing
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