Jason Arrighie is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and possessing 14 years of industry experience. His prior work includes positions at GWFS Equities and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Brian Dunphy is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Citizens Securities, Inc., where he has worked since 2020. His prior experience includes roles at FedEx, MML Investors Services, Mass Mutual Life Insurance Company, and Valic Financial Advisors. Outside of his advisory work, he has worked as an Uber driver. 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 both a digital advisory program and a managed account program.

Daniel St. Aubyn is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and four years of industry experience. He has worked at Citizens Securities since 2017, with prior experience at Axelon Services Corporation and the Community College of Rhode Island. 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 provides a digital advisory program alongside managed accounts and operates as both a broker-dealer and insurance agency.

Mark Dextradeur is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2013. Outside of his advisory role, he serves as a youth lacrosse coach on a volunteer basis. 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. Its advisory offerings include a digital advisory program and a Managed Account program, while the firm operates as a broker-dealer and insurance agency.

Carl Ostergaard Jr. is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Fidelity Investments, as well as active duty training service with the U.S. Air Force Reserve. 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, with a combined approach that incorporates both discretionary and non-discretionary business.

Jonathan Bridgman is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citizens Securities since 2012. 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 based on proprietary algorithms and a Managed Account program.

Stephen Connaughton is a financial advisor with Oppenheimer in Providence, RI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oppenheimer & Co. since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Edward Pegram IV is a financial advisor at Allworth Financial, L.P. with 45 years of industry experience. He holds the Series 63 designation and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management and financial planning, employing a mix of model strategies and third-party sub-advisers, and is notable for its ownership structure and specialized service divisions.

Harry Carver is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2019. Prior to that, he held roles at Granite Financial Partners LLC and Ten Broeck Insurance Group. 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.

Roy Yehuda is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Citizens Securities in 2022, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Bulfinch Group, and spent 20 years at EMC (Dell EMC). 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.

Jared Greenberg is a Series 66-licensed financial advisor at Citizens Securities, Inc. with two years of industry experience. His prior work includes roles outside the financial sector, such as positions at Trio Restaurant and Chelos. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program employing ETF-based portfolios guided by proprietary algorithms and client risk profiles, alongside other managed account services.

Owen Doremus is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at KeyBank, The Charles, One Pelham East, Island Outfitters, Ashford Dairy Bar and Grill, and Subway. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategy selection and performs due diligence on third-party advisory products while providing ongoing monitoring and supervisory oversight.

Kevin Vieira is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has worked at Commonwealth Financial Network and Bank of Rhode Island since 2020 and was previously with LPL Financial from 2011 to 2020. Outside of advising, he is involved in fixed insurance sales. 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 support services including investment management, technology, and compliance. The firm offers various program structures and discretionary model portfolios designed by its Investment Management and Research team.

Samia Elias is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments and TD Ameritrade. 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 a broker-dealer and insurance agency while being wholly owned by Citizens Bank, N.A.

Patrick O'Connor is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at KeyBank, Key Investment Services LLC, and infinex Investments, Inc. He has been with Citizens Securities since 2018. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

William O'Donnell is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles with LBC Financial Group, LLC since 2019, as well as with Nylife Securities LLC and New York Life Insurance Company since the early 2000s. O'Donnell also operates LBC Financial Group, LLC, which focuses on brokering non-registered insurance products alongside New York Life offerings. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types, emphasizing tailored recommendations and primarily manages assets on a non-discretionary basis.

Frodo Feng is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at HSBC Securities (USA) Inc. and JPMorgan Securities LLC. 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, while also operating as a broker-dealer and insurance agency.

Joseph Zanca is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2011. Outside of his advisory role, he serves as a firefighter for the Town of Braintree, a position he has held since 1999. 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 offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brian Argiro is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Citizens Securities since 2014. Outside of his advisory role, he volunteers as a coach for the Lincoln Little League Baseball. 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 a digital advisory program and a Managed Account program and operates as a broker-dealer and insurance agency.

Luis Decastro is a financial advisor with Eagle Strategies (NY Life) in Johnston, RI, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Eagle Strategies since 2021 and has worked at NYLife Securities Inc. and New York Life Insurance Co. since 2004. Outside of his advisory role, Decastro coaches high school soccer at La Salle Academy and volunteers with the Portuguese Social Club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and Plan Sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.