David Levy is a Series 66-licensed financial advisor at Citizens Securities, Inc. with four years of industry experience. He previously worked at Hornor, Townsend & Kent, LLC and has held various roles within Citizens Bank and related entities. Outside of advising, he serves as a registered assistant supporting life insurance brokerage services related to special needs planning. 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 solutions include a digital advisory program focused on ETF-based portfolios and a Managed Account program, with a diverse range of commission-based and non-discretionary business activities.

Deanna Sekovski is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies to help clients pursue their individual goals and manage their wealth effectively. Deanna's approach focuses on connecting clients with the appropriate people, plans, and processes that align with their unique ambitions. She works with clients on various financial objectives such as planning for education funding, retirement lifestyle, healthcare costs, and long-term family goals, always considering their personal perspectives and priorities. Deanna holds a High School Diploma from Penfield High School. She aims to provide simplicity and transparency in the complexities of investing, making wealth planning an accessible and structured process for her clients.