Daniel Norton is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, Santander Bank, NA, AXA Advisors, LLC, and Citizens Investment Services. Outside of his advisory role, he serves as a women’s ice hockey coach at Bridgewater State University. 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 insurance agency.

Ricardo Jesuino is a financial advisor with Citizens Securities, Inc. in Providence, RI, holding a Series 66 designation and having one year of industry experience. Prior to joining Citizens Bank and Citizens Securities in 2025, he spent 15 years in the alloy wheel repair business. 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’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been associated with Eagle Strategies since 2021. In addition to his advisory role, he operates McGuire and Wright Financial Group LLC and is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, focusing primarily on non-discretionary assets and catering to both retail and institutional investors within an integrated New York Life affiliate structure.

Christopher Ricci is a CFP® professional with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and 1st Global entities. Ricci's background includes extensive work in wealth advisory services across multiple firms. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of services such as investment management, financial counseling, family office solutions, retirement plan fiduciary services, tax and business management, and sub-advisory solutions, employing a tax- and fee-sensitive, long-term investment approach that integrates fundamental and quantitative analysis.

Yaldez Abdel Samed is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and 16 years of industry experience. He has worked at Citizens Securities since 2019 and previously spent three years at Key Investment Services LLC. Citizens Securities serves individual and high-net-worth investors as well as 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 within a broader framework as a broker-dealer and insurance agency.

Mackenzie Borroni 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 within the Citizens organization since 2018. Prior to her financial career, she was involved with Gym Hutt Gymnastics for six years. Citizens Securities serves a diverse retail client base, including high-net-worth individuals 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 an insurance agency.

Michael Fox is a financial advisor with Commonwealth Financial Network in Providence, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience and has been affiliated with Commonwealth Equity Services, Inc. since 1995. Fox also serves as a trustee for a company retirement plan and is a licensed vendor for a third-party administrator of employee benefit plans. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team, and offers various program structures tailored to advisor and client needs.

Matthew Thomas is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Northwestern Mutual Wealth Management Company and Robert Roth. 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 with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Hafez Emanian is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., Bank of America, and Merrill. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Brett Hosney is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and 17 years of industry experience. He has been with Citizens Securities since 2017 and previously worked at VOYA Financial Advisors and Voya Financial from 2014 to 2017. 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 offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Gian Carlo Rossi is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments and Equity Management. Prior to his financial services career, he was employed at Bally's Twin River Casino for six years. 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 under the ownership of Citizens Bank, N.A.

Philip Cadden Jr. is a financial advisor at Citizens Securities, Inc. in Johnston, RI, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2019, following six years at CCO Investment Services. 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 that have included a digital advisory program utilizing proprietary algorithms and a Managed Account program.

David Santoro is a CFP® professional with 17 years of experience in financial advising. He has been affiliated with Commonwealth Financial Network since 2012 and leads Santoro Financial Planning Group, a private entity facilitating securities, advisory, and insurance business. Prior to forming his own group, he worked at MCB Financial Services from 2012 to 2020. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, investment management, and compliance services. Advisors on the platform have discretion to create client portfolios from a broad range of securities and insurance products, supported by Commonwealth’s investment research and model portfolios.

Travis Sousa is a financial advisor at Citizens Securities, Inc. with 20 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 retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and managed account services, operating as both a broker-dealer and an insurance agency.

Nolin Frias is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and John Hancock entities. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of wealth management services along with access to affiliated products and specialized investment options.

Christopher Obrien is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Bank, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Obrien serves as Treasurer for the Rotary Club of Bourne-Sandwich and is President of the Blue Shutters Condominium Association, both nonprofit organizations. 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 a Managed Account program while operating as a broker-dealer and insurance agency.

Theodore Rampini III is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes multiple roles at Citizens Securities and Citizens Bank, as well as experience at Santander Securities and Santander Bank. Outside of his advisory work, he owns the Textovert app, which involves managing technology. 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 a digital advisory program with ETF-based portfolios and a Managed Account program alongside its broker-dealer and insurance operations.

Patrick Hurley is a Series 66-licensed advisor at Citizens Securities, Inc. with seven years of industry experience. Before joining Citizens Securities in 2020, he worked at Merrill and Bank of America. Outside of his advisory role, he volunteers as a youth soccer coach for a U12 recreational league. 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 platform and a Managed Account program, operating as both a broker-dealer and insurance agency.

Mohamed Elhannawi is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Citizens Securities, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for four years. 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 operates both discretionary and non-discretionary programs, including a proprietary Digital Advisory Program and Managed Account program.

Daniel Fitzmaurice is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Santander Securities, Santander Bank, and Merrill. Fitzmaurice also served in the U.S. Coast Guard Reserve for 20 years. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital advisory platform managed in partnership with SigFig and a separate Managed Account program.