Christopher O'Connor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. His career background also includes roles outside the financial sector at 99 Restaurant and PrideStores. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, 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 with a proprietary Bank Deposit Sweep Program.

John Alessi is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Citizens Securities since 2009. Outside of his advisory role, he is involved in maintenance of a two-family rental property in Dedham, MA. 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 both a digital advisory program with ETF-based portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with one year of industry experience. Prior to joining Citizens Securities, he worked at Citizens Financial Group for two years and has experience managing Family Nails Spa LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services with a mix of digital and managed account programs.

Matthew Buckley is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities in various capacities since 2020, following five years at Citizens 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, such as a digital advisory program managed with SigFig and a Managed Account program, alongside brokerage and insurance services.

Luis Arias is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Santander Securities, LLC and Santander Bank, NA. 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 utilizing proprietary algorithms for ETF-based portfolios as well as a Managed Account program.

Daniel Norton is a financial advisor with Citizens Securities, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. His prior roles include positions at Santander Securities, LLC, Santander Bank, NA, AXA Advisors, LLC, and Citizens Investment Services. Outside of his advisory work, he serves as the women’s ice hockey coach at Bridgewater State University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program alongside managed accounts and operates as a broker-dealer and insurance agency.

Ricardo Jesuino is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked in alloy wheel repair for 15 years before joining Citizens Bank and Citizens Securities. 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 managed with SigFig and a Managed Account program.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) based in Franklin, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also operates McGuire and Wright Financial Group LLC, which sells New York Life products and services, and serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and mainly manages assets on a non-discretionary basis, working with both individual and institutional clients.

Ali Shah Mohammadi is a CFP®-certified financial advisor with nine years of industry experience. He is currently with TD Private Client Wealth LLC and previously worked at Citizens Securities, Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Christopher Ricci is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Briggs Advisory Group, Inc., and 1st Global Advisors, Inc. Focus Partners serves individuals, families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Yaldez Abdel Samed is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2019, previously spending three years at Key Investment Services LLC. 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 operates both traditional advisory programs and a digital advisory platform, and it is fully owned by Citizens Bank, N.A.

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 Citizens-affiliated entities since 2018. Prior to her finance career, she was involved with Gym Hutt Gymnastics for six years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory and brokerage services, including a digital advisory program and managed accounts, and operates as a broker-dealer and 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 with firms including Northwestern Mutual Wealth Management Company and Robert Roth. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides ETF-based portfolios through a digital advisory program and a Managed Account program, and operates 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 J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., Bank of America, and Merrill. 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 utilizes both digital and managed account programs and operates as a broker-dealer and insurance agency.

Brett Hosney is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2017, following three years at Voya Financial Advisors. 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, operating as both a broker-dealer and insurance agency.

Gian Carlo Rossi is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Citizens Securities, he worked at Equity Management and Fidelity Investments. Before 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 individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Philip Cadden Jr. is a financial advisor at Citizens Securities, Inc. with 15 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 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 platform includes a digital advisory program managed with SigFig and a Managed Account program, operating within a broader enterprise owned by Citizens Bank, N.A.

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. in Johnston, RI, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2010. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors as well as individual retirement plans, 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.