Jerome Wiener is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Meritage Financial Strategies, Commonwealth Financial Network, Bank of America, Merrill, and Northwestern Mutual. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm utilizes a combination of digital advisory programs and traditional managed accounts, operating as a broker-dealer and insurance agency affiliated with Citizens Bank, N.A.

Brian Mc Donald is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63, Series 65, and Series 66 licenses. He has seven years of industry experience, including prior roles at Lincoln Financial Securities and in public school departments. Outside of his advisory work, he is involved with Heritage Restaurant Group as a bartender and server for banquet events. 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’s advisory offerings include a digital program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Brian Wilber is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Raymond James Financial Advisors, Columbia Management Investment Advisers, and Gfi Securities. Outside of his advisory work, he coaches and mentors student athletes as a varsity lacrosse coach at Portsmouth High School. 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 both a digital advisory program and managed account services, and is wholly owned by Citizens Bank, N.A.

Matthew Bouthillette is a CFP® professional with six years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at multiple firms including Pioneer Financial Group and Cetera. Outside of his advisory role, he is a vice president of the BNI Narragansett Chapter, a networking organization, and co-owns Oak Leaf Management Services LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, providing trading, reporting, and custodial services to individual and institutional clients.

Michael Mathews is a financial advisor at Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Citizens Securities since 2012. 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 focused on ETF-based portfolios as well as a Managed Account program, operating as both a broker-dealer and an insurance agency.

William Walthouse III is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including St Germain Securities Inc and Key Investment Services LLC. Walthouse has been with Citizens Securities since 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Michael Aguilar is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at Prime Now LLC, Door Dash, and Hennes & Mauritz AB. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles tailored to client objectives.

Adam Pernini is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island. He holds a Series 66 designation and has been in the financial services industry since 2025, following seven years at Citizens Bank and seven years at Best Buy. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory platform and a managed account program.

Ricardo Vargas is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Regions Bank, Rocket Mortgage, and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Walter Cooper is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Cooper also serves as co-trustee for the Janet Cooper Trust, managing investment and tax duties. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Leena Srinivas is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. She previously worked at Santander Securities, LLC and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with 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.

David Collins is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Michael Senno II is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Equity Services since 2011 and is also associated with National Life Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Ashley Simpson is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at MetLife Investors Distribution Company for six years before joining Citizens Securities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans, providing both investment advisory programs and brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Ryan Banks is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Citizens Bank in various roles since 2012. Outside of his advisory work, he is involved as a security and usher at the Wilbur Theatre. 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 a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Robert Munoz is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His career has been primarily with Citizens Securities and Citizens Bank since 2011. 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, supported by its affiliation with Citizens Bank, N.A.

Collin Ahearn is a Series 66-licensed financial advisor with two years of industry experience, currently with Citizens Securities, Inc. He has previously worked at Fidelity Investments and held various other positions across different industries. 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.

Kara Tavernier is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Eagle Strategies since 2020 and has also worked with Nylife Securities, Inc. and New York Life Insurance Company since 2006. In addition to her advisory role, she serves as a board member for the Boys and Girls Club of East Providence. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

David Vanech is a financial advisor at Oppenheimer with 19 years of industry experience and holds a Series 66 designation. He has been with Oppenheimer & Co since 2010. Outside of his advisory role, he serves on the board of Branch LLC, a strategic advisory firm specializing in brand marketing and cultural leadership strategies. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Dylan Menard is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and LeaderOne Financial Corporation. 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 digital and managed account advisory options and operates as a broker-dealer and insurance agency.