Brian Mcnamara is a financial advisor at Citizens Securities, Inc. with 42 years of industry experience. He has been with Citizens Securities since 2002 and holds the Series 63 and Series 65 designations. 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 discretionary managed accounts and a digital advisory program, although it ceased accepting new digital advisory accounts as of December 2024.

Helio Sousa Erazo Jr. is a financial advisor with Citizens Securities, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Loomis Sayles and Northwestern Mutual, as well as positions outside the financial sector. 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, with operations supported by its affiliation with Citizens Bank, N.A.

Kadeem Wright is a CFP® professional at Citizens Securities, Inc. with six years of industry experience. His work history includes roles at Citizens Securities, Fidelity Investments, Equitable Advisors, and Bank of America. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Michael Bianco is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at Fidelity Investments, Edward Jones, and Keenan Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Crystal Van Dale is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her career includes over 15 years at Citizens Bank and a consistent tenure at Citizens Securities since 2016. Citizens Securities serves a diverse 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 features a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios and also provides traditional managed account solutions.

Tejas Borse is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and First Republic Investment Management. He has been with Commonwealth since 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Peter Cuddy is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill from 2015 to 2019. Outside of his advisory work, he serves as an agent for Hotel Wiskey LLC, a property in Wakefield, RI. Citizens Securities serves retail clients, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Alex Aborn is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, he has experience working in hospitality and recreational businesses, including Mom's Kitchen and Bar and Livelo Bike Rental. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms alongside managed accounts, and operates as a broker-dealer and insurance agency.

William Hangan is a CFP® professional with 11 years of industry experience, currently with Citizens Securities, Inc. in Johnston, RI. His prior experience includes roles at CITIZENS Bank, Wealth Management Resources, Inc., Santander Bank NA, Santander Securities LLC, and Hightower Advisors. Outside of his advisory work, he serves as a member of the East Greenwich School Committee and volunteers with Rhodeway Position, a nonprofit assisting low-income and military individuals with financial and debt 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 approach includes a digital advisory program and a Managed Account program, operating within a combined bank, broker-dealer, and advisory framework.

Michael Freeman is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Citizens Securities since 2008. 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’s offerings include a digital advisory program and managed account services, operating as both a broker-dealer and insurance agency.

Ana Cooke is a financial advisor with Citizens Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Ana has worked primarily within Citizens Securities and Citizens Bank since 2013. 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 both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Sean Ryan is a financial advisor with Citizens Securities, Inc. He holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Citizens Securities, Citizens Bank, and Wells Fargo. Outside of his advisory work, he serves as a notary, notarizing documents for a few hours each month. 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 include a digital advisory program and managed accounts.

Brian Sullivan is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Santander Securities, LLC, Santander Bank, NA, and Bay State Breakers. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. Its advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Paramjit Singh is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. Outside of his advisory role, he is a silent partner and officer in multiple businesses, including several convenience store enterprises and other corporations. 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 offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Courtney Fenton is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked extensively within the Citizens financial entities since 2016. Citizens Securities, Inc. 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 a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Kevin Gates is a financial advisor with Eagle Strategies (NY Life) based in Providence, RI. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, working with NYLIFE Securities Inc. and New York Life Insurance Company since 2003. Outside of his advisory work, he serves as the recording secretary for the Knights of Columbus Council 3563, a charitable and religious fraternal organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers multiple program types and principally manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rashid Mahmood is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career has been primarily with Citizens Securities and Citizens Bank in various roles since 2014. 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, operating as both a broker-dealer and insurance agency.

Daniel Dudemaine is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at J.P. Morgan Securities and Citizens Bank, N.A. 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 both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Daniel Estes is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Citizens Securities serves a diverse retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a proprietary digital advisory program, managed accounts, and commission-based brokerage solutions.

Thomas Worsley is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2022. His prior experience includes roles at JP Morgan Securities, JP Morgan Chase Bank, TD Ameritrade Investment Management, TD Ameritrade, and Merrill. 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, with advisory options including a digital advisory program and a Managed Account program.