Alexander Lapolla is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining AE Wealth Management, he worked at Fidelity Investments and also has experience outside finance, having worked at Agawam Hunt Country Club as a bartender. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a range of analytical methods and strategies across a large platform serving over 127,000 clients.

Brian Wilber is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Raymond James Financial Advisors, Columbia Management Investment Advisers, and Gfi Securities LLC. Outside of his advisory work, he serves as a varsity lacrosse coach at Portsmouth High School. 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 a digital advisory platform and managed account programs, operating as part of Citizens Bank, N.A.

Michael Mathews is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2012, following three years at LPL Financial. 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 proprietary digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

William Walthouse III is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at St Germain Securities Inc, Key Investment Services LLC, and KeyBank NA. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans through investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Michael Aguilar is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer, he worked at Prime Now LLC, Door Dash, and Hennes & Mauritz AB. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Adam Pernini is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He previously worked at Citizens Bank for seven years and held a position at Best Buy for seven years before that. 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, including a digital advisory program and a Managed Account program.

Walter Cooper is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2012, following a 19-year tenure at UBS Financial Services. He also serves as co-trustee for the Janet Cooper Trust, managing tax and investment duties for the trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management and consulting.

Leena Srinivas is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. She has held prior roles at Santander Securities, LLC, Santander Bank, NA, and Bank of America. Citizens Securities serves individual and high-net-worth clients, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform with ETF-based portfolios and manages accounts through discretionary and commission-based approaches.

David Collins is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following five years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Ashley Simpson is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Metlife Investors Distribution Company for six years before joining Citizens Securities. 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 using proprietary algorithms and manages both discretionary and non-discretionary accounts.

Brendan Regan is a financial advisor with Empower Advisory Group in Coventry, RI. He holds the Series 66 designation and has 10 years of industry experience. His prior firms include GWFS Equities, Inc, Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Ryan Banks is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Citizens Bank, CCO Investment Services, and New Home Network. Outside of finance, he serves as a security usher at the Wilbur Theatre. 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 a digital advisory platform and managed account programs, 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 the Series 63 and Series 65 designations and has worked in various roles within Citizens Bank and Citizens Securities since 2011. Citizens Securities serves a broad retail client base that includes individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios managed through proprietary algorithms, in addition to commission-based brokerage and non-discretionary business.

Collin Ahearn is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at Fidelity Investments and DoorDash. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and offers both advisory and brokerage services, with investment programs that include a digital advisory platform and managed accounts.

Alec Derderian is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Megastar Advisors and Citizens Securities, Inc. In addition to his advisory role, he is involved in insurance sales through Megastar Advisors. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with a turnkey asset management platform and wrap-fee program.

David Vanech is a financial advisor with Oppenheimer in Providence, RI, holding a Series 66 designation and 19 years of industry experience. He has worked at Oppenheimer since 2010, with prior experience at Morgan Stanley from 2007 to 2010. Vanech serves on the board of Branch LLC, a strategic advisory firm specializing in brand marketing and cultural leadership strategies. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Dylan Menard is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments, LeaderOne Financial Corporation, and ONTO Mortgage LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms and a Managed Account program, in addition to commission-based brokerage services.

Christine Testoni is a financial advisor with Citizens Securities, Inc. in Cranston, RI, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citizens Securities and Citizens Bank in various roles since 2018. Outside of her advisory work, she is involved in event service as a bridal attendant and server for Russell Morins Catering. Citizens Securities serves a wide 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 platform, managed in partnership with SigFig, and a Managed Account program, while operating as a broker-dealer and insurance agency.

Cory Hangan is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes positions at TD Private Client Wealth LLC, TD Bank, Peoples United Bank, and J.P. Morgan Chase. Citizens Securities serves a broad 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 provides a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Gabriel Defeo is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2006 and holds the Series 63 and Series 65 designations. 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 platform featuring ETF-based portfolios managed through proprietary algorithms, alongside more traditional managed account and brokerage options.