Michael Cusick is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at firms including Kevin Yeargers, Brandon Fisher, Northwestern Mutual Investment Services LLC, and Prudential. 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 advisory offerings that include a digital advisory program and a separate Managed Account program.

Darrius Davis is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Citizens Securities in 2026, he worked at LPL Enterprise and Edward Jones, among other firms. 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 features a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Regina Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized strategies to pursue their financial goals. She works closely with clients to understand their priorities and create tailored plans addressing retirement planning, investing, funding education, and managing unexpected expenses. Regina holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a high school diploma from Ellison High School, an associate’s degree from Wayne County Community College, and a bachelor’s degree from Walsh College. Her approach emphasizes simplicity and transparency in wealth planning to support clients through their financial journeys.

Joshua Tremmel is a financial advisor with Citizens Securities, Inc. in Rocky River, OH. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Citizens Securities in 2020, he worked at Eagle Strategies and New York Life entities from 2016 to 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 provides a digital advisory program utilizing proprietary algorithms for ETF-based portfolios, as well as a Managed Account program.

Jason Christopoulos is a financial advisor with Citizens Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His prior work includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, and Fifth Third Securities. He is also a commissioned 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 a digital advisory program and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

Aaron Jameyson is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank since 2019. 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 both a digital advisory program with ETF-based portfolios and a managed account program, while operating as a broker-dealer and insurance agency.

William Bohney is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including seven years with Raymond James Financial Services and roles at Valic Financial Advisors and Farmers & Merchants State Bank. Outside of his advisory work, he serves as a trustee of the Perrysburg Rotary Community Foundation and is the immediate past president and a current board member of Perrysburg Rotary. Citizens Securities serves individual and high-net-worth investors with advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency, with a range of investment solutions for retirement and other personal financial needs.

Anjana Rao Ashok Kumar is a financial advisor at Citizens Securities, Inc. in Rocky River, Ohio, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Citizens Bank and Indian Overseas 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, with advisory offerings that include a digital advisory program and a Managed Account program.

Roberto Rizza is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 designations 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, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a managed account program while operating as a broker-dealer and insurance agency.

Franco Miranda Alves 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 J.P. Morgan Securities and JPMorgan Chase Bank, N.A. outside of the financial sector, his background includes roles in university admissions and the restaurant industry. 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, with additional brokerage and insurance operations.

Amy Yesnach is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Citizens Securities since 2017. Citizens Securities serves a diverse 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, featuring a digital advisory platform and a Managed Account program.

Kevin Doyle is a financial advisor with Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has previously worked at Fifth Third Securities and New York Life in various capacities. 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 a digital advisory platform and manages both discretionary and non-discretionary accounts.

Megan Robbins is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Key Investment Services from 2010 to 2024. Outside of her advisory role, she volunteers as a foster caregiver for senior and hospice dogs with the Friendship Animal Protective 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 advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Pablo Torrico Alvarez is a financial advisor at Citizens Securities, Inc. in Toledo, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Chase Bank. He is a member of the Northwest Ohio Hispanic Chamber of Commerce, participating in educational and networking events. 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.

Anthony Tuccini is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities and affiliated entities since 2018, as well as at PNC Bank and PNC Investments from 2010 to 2018. 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, operating as a broker-dealer and insurance agency.

Daniel Fuller is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Citizens Securities throughout his career. Outside of his advisory work, Fuller serves as an assistant governor and member of the Rotary Club, president of the Lions Club, and president of the Sylvan Chorale 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 and a Managed Account program, and it operates as both a broker-dealer and an insurance agency.

Nickolas Morgan is a financial advisor at Citizens Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Citizens Securities, he worked at Tony Volante State Farm for two years. Outside of finance, he has served as a board operator for Iheart Media since 2018, handling podcast audio editing and soundboard operations. 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 approach includes a digital advisory program using proprietary algorithms and a managed account program.

Michael Neff II is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise, Bank of America, Merrill, Huntington Bank, and JPMorgan Chase. 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 managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.