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.

Adam Cote is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He has held roles at Cambridge Investment Research, LPL Financial, and other firms before joining Eagle Strategies in 2025. Outside of his advisory work, Cote coaches youth baseball and serves on the board of a Little League organization. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types, including fee-based advice and co-advisory relationships, with most regulatory assets managed on a non-discretionary basis.

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 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.

Todd George is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Commonwealth since 2001 and operates Todd M. George Investment & Retirement Services since 2009. Outside of his advisory work, he serves as an executor and power of attorney for family-related matters. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a comprehensive platform with operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

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.

Jennifer Burgio is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. She has been with Janney Montgomery Scott since 1994 and currently works in the Warwick, Rhode Island office. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, corporate retirement plans, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, and advisory programs.

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.

Richard Shelton is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He previously worked at Edward Jones, Fidelity Investments, U.S. Bank, Citizens Bank, and other financial institutions. Shelton holds Series 66 and Series 63 licenses. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

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.

Brandon Aglietti is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Ameriprise and was employed at Wind Watch Golf and Country Club for four years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and investment consulting.

Brendon Fausset is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with five years at Atlantic Custom Builders. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple advisory programs and focuses on tailoring solutions to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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.

James Osullivan Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 51 years of industry experience. He has worked at Commonwealth and James V. O'Sullivan since 2007. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

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.

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.

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.