Troy Brosseau is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Citizens Securities, he worked at Mercer and held various roles in the hospitality and education sectors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides a range of advisory offerings, including a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.

Jennifer Santoro is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes multiple roles within Citizens Securities and Citizens Bank dating back to 2016. 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 and a Managed Account program, supporting both discretionary and non-discretionary client options.

Amanda Bartolini is a financial advisor with Commonwealth Financial Network based in Lincoln, Rhode Island. She holds a Series 66 designation and has four years of industry experience. Prior to joining Commonwealth, she worked at Paul Santucci Financial Services and Webster Bank, and also spent time at the Community College of Rhode Island. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Christopher Ethier is a CFP® with 13 years of industry experience and has been with Citizens Securities, Inc. since 2014. He holds Series 63 and Series 65 licenses. Citizens Securities serves a diverse 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 program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Terence Tinkham is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2019. Prior to that, he was with Flagship Harbor Advisors, LLC and LPL Financial, LLC. He serves on the Board of Directors for the Potter League without compensation. 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 a broker-dealer and insurance agency.

Samuel Yawson is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual, The Prudential Insurance Company of America, and PRUCO Securities. 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, and it operates as a broker-dealer and insurance agency.

Thiago Ribeiro is a financial advisor at Citizens Securities, Inc. with a Series 66 designation and three years of industry experience. Prior to joining Citizens Securities in 2023, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2018 to 2023. His background also includes roles outside finance at companies such as Le Creuset and Wayfair. 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 a digital advisory program and a managed account program, and is wholly owned by Citizens Bank, N.A.

Eric Tunstall is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2011. 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, combining digital advisory portfolios and managed accounts with traditional brokerage operations.

Matthew Murphy is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension 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.

Emre Oztunc is a financial advisor with Citizens Securities, Inc. He holds the Series 66 designation and has 18 years of industry experience. He has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Shilah Tate is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at Santander Bank. Outside of her advisory role, she volunteers as a coach for United Way's Women's Money Matters program. 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 managed with SigFig and a Managed Account program.

Matthew Di Sandro is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and United Parking LLC. 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’s advisory options include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Richard Longueil is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Santander Securities, LLC and Santander Bank, NA. Citizens Securities, Inc. 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 a broker-dealer and insurance agency.

Angelica Andreotti is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes roles at Bank of America, Merrill, E*TRADE Securities, and Citizens Bank. Outside of her advisory work, she creates cat-related content through a sole proprietorship called Meta. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency with a proprietary bank deposit sweep program.

Ryan Vernon is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has previously worked at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. 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 advisory offerings include a digital advisory program and a Managed Account program, with a business model supported by its status as a broker-dealer and insurance agency.

Richard Bergeron is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously held roles at Bank Rhode Island Investment Services, Infinex Investments, Bluestone Bank, and Mansfield Cooperative Bank. Bergeron also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, investment management, and practice-management support. The firm offers a range of program structures and discretionary model portfolios, positioning itself as a comprehensive platform provider for affiliated advisors.

Camilo Betancur is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Santander Securities, LLC, Santander Bank, NA, Commonwealth Financial Network, and multiple positions within Citizens Securities and Citizens Bank. Outside of finance, he has experience working at Ideal Cleaning. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary business models, including a digital advisory platform managed in partnership with SigFig.

Paul Bernardi is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Citizens Securities since 2004. 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.

Lisa Burke is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MetLife Investors Distribution Company and MetLife. 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 operates both a digital advisory platform and managed account programs, and is wholly owned by Citizens Bank, N.A.

Cole Fuller is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank SSB, Charles Schwab, and Dell/EMC. Outside of his advisory role, Fuller is involved in property management as a multi-family home owner and landlord. 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.