Lawson Mitchell IV is a financial advisor with Citizens Securities, Inc. in Pawtucket, RI, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Bank, as well as diverse experience in media and publishing with Cumulus Media, Gannett Co., Inc., and Falmouth Publishing. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services, with a range of investment programs including a digital advisory platform and managed accounts.

Darvin Acosta Filpo is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds Series 65 and Series 63 licenses and has previous work experience with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Alexas Cabral is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including AE Wealth Management, LLC, and Massey and Associates, Inc. Outside of advisory work, she is a Notary Public and participates in consumer research through survey taking. 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 partnering with SigFig and a Managed Account program.

Matthew White is a financial advisor at Citizens Securities, Inc. with 7 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America N.A. and Merrill from 2008 to 2020. 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 programs and brokerage and insurance services, including a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Marja Sweet is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She has worked at both Commonwealth Financial Network and Oak Leaf Wealth Management Services since 2014. Outside of her advisory role, she has been employed by Lululemon Athletica since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Taylor Morrison is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior work includes roles at Foreside Fund Services, Wellesley Asset Management, Boston Financial Management, and BP Wealth Management. He is involved with the Massachusetts Youth Soccer Association Inc. 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 a mix of discretionary and non-discretionary solutions and is wholly owned by Citizens Bank, N.A.

Patrick Dunk is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining Citizens Securities in 2021, he worked at Shepherd Financial Partners, LPL Financial, Merrill, and Northwestern Mutual in various advisory roles. Citizens Securities, a wholly owned subsidiary of Citizens Bank, serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Eric Mauricio is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and BankNewport prior to his current role. He also has experience at Advanced Financial Group and Bryant University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Jonathan Sweet is a CFP® professional with 42 years of industry experience, affiliated with Commonwealth Financial Network since 1998. He holds the Series 63 designation and operates out of Rehoboth, MA. Outside of his advisory role, he is involved in tax preparation services through Oak Leaf Management Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Colin Murray is a CFP® professional with 17 years of industry experience, currently serving at GWN Securities Inc. since 2019. His prior experience includes roles at Nationwide Financial, Santander Securities LLC, and CCO Investment Services Corp. He is also an employee-owner of Agency Financial Partners LLC, where he develops strategic partnerships related to fixed insurance and annuity sales. GWN Securities Inc. is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a notable legacy of market-timing and momentum-based strategies.

Rachel Mancini is a financial advisor with Citizens Securities, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at Merrill and Citizens Securities, Inc. Mancini is also an owner of a rental property business. 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 with SigFig and a Managed Account program, alongside commission-based brokerage services.

Sasha Cesen is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at NYLIFE Securities LLC and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved in residential rental property management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Jerome Wiener is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Meritage Financial Strategies, Commonwealth Financial Network, Bank of America, Merrill, and Northwestern Mutual. Prior to entering the financial services industry, he spent five years at Bendett and McHugh PC. 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. The firm provides a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Kenneth Richardson Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and bringing 14 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously spent seven years with Lincoln Financial Advisors Corp. In addition to his advisory work, he is president of The Journey to Hope, Health, & Healing, a separate business activity. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that include mutual funds, ETFs, equities, and fixed income, and emphasizes a long-term investment approach with flexibility for rebalancing and cash management.

Brian Mc Donald is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at Lincoln Financial Securities and spent over a decade in educational roles within Rhode Island school departments. Outside of finance, he works as a bartender and server for banquet events with Heritage Restaurant Group. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program using ETF-based portfolios and a managed account program, and operates as a broker-dealer and insurance agency.

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 with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 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 and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program using proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

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 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 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.