Paul Santucci is a financial advisor with Commonwealth Financial Network in Lincoln, RI, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has operated Paul Santucci Financial Services since 2007 and has been affiliated with Commonwealth Financial Network since 2006. Outside of his advisory work, he serves as an elected Rhode Island State Representative for District 53. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Darrell Smith is a CFP® and Series 66-registered advisor with Citizens Securities, Inc., where he has worked since 2008. He has 23 years of industry experience. Outside of his advisory role, he is also a Notary Public. 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 operates as a broker-dealer and insurance agency and provides advisory offerings such as a digital advisory program and a Managed Account program.

Emma Mc Naul is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at Citizens Securities and Citizens Bank since 2018, as well as prior roles at Kota Solutions and Bank of America. Outside of her advisory work, she is a Notary Public. 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.

Vasileios Izanidis is a financial advisor with Commonwealth Financial Network in Pawtucket, RI, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Oak Leaf Wealth Management Services, Pioneer Financial Group, and Securian Financial Services Inc. Outside of advising, he is a partner in Estia, LLC, a company involved in house flipping. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and retirement consulting, serving individual and institutional clients.

Matt Stone is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Outside of finance, he owns Gather, LLC, which focuses on farming and art education. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers advisors discretion over client portfolios and manages model portfolios through its Investment Management and Research team.

William Goliger is a financial advisor with Eagle Strategies (NY Life) in Johnston, RI. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked for ten years at Tailored Brands. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Philip Desilus is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked exclusively at Citizens Securities since 2016. 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 advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Angel Reyes is a financial advisor with Citizens Securities, Inc. in Johnston, RI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Citizens Securities, Reyes worked at Bank of America for two years and held roles in other sectors including parking solutions and retail. He serves as the Director of Student Affairs for ALPFA Boston, coordinating professional development opportunities for student chapters across the Northeast region. 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 both discretionary managed accounts and a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Tina Cicci is a financial advisor with CWM, LLC, holding a Series 66 designation and 14 years of industry experience. She has held positions at Cetera Wealth Services, Carson Wealth Management, DC Advisors, and LPL Financial. Outside of advisory work, Cicci serves as a head coach for youth cheerleading at Walpole Youth Football & Cheer. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory options using a discretionary, model-driven investment approach governed by an in-house Investment Committee.

Meghan Forrester is a financial advisor with Citizens Securities, Inc. in East Providence, RI, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes roles at Raymond James Financial Services, Boston Harbor Wealth Advisors, and Santander Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brian Drohan is a financial advisor with Eagle Strategies (NY Life) in Johnston, RI, holding the ChFC® designation and Series 63 license. He has 10 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Timothy Igo is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Jillson Company, Inc., KGI Consultants, Mahoney Publishing, and Blue Ribbon Barbecue. Citizens Securities serves a wide 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 program that uses proprietary algorithms to recommend ETF-based portfolios, alongside managed accounts and commission-based brokerage services.

Erin Alves is a financial advisor with TIAA-CREF in Providence, RI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her career includes positions at Morgan Stanley, Oppenheimer & Co. Inc, and multiple tenures at TIAA-CREF and its affiliated entities. Outside of her advisory work, she works as a server at a full-service pub. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various model and customized strategies within a vertically integrated structure.

Rui Pacheco is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Securities since 2014. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Victor Contente is a financial advisor with TD Private Client Wealth LLC in Providence, RI, holding a Series 66 designation and 14 years of industry experience. His professional background includes roles at TD Bank N.A., Charles Schwab Bank SSB, Charles Schwab, and TD Ameritrade. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Daniel Jara is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, Tigress Financial Partners, and Porsche. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and managed account services, supported by its status as a broker-dealer and insurance agency.

Andrew Harmon is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Foundations Investment Advisors LLC and New Horizon Consulting. In addition to his advisory role, he has served as a managing member and chief compliance officer since 2013 and has experience as an independent insurance producer. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from multiple sources and provides a range of services such as discretionary asset management, financial planning, and plan consulting.

Amilcar Giraldo is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to his current role, he worked at Prudential Insurance Company of America, Pruco Securities LLC, and Voya Financial. Outside of finance, he owns NuTec Heating and Cooling, a business specializing in minisplit installations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs as well as brokerage and insurance services. The firm uses proprietary algorithms in its digital advisory program and operates as both a broker-dealer and insurance agency.

Thomas Cxypoliski is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. He also serves as executor of his mother’s estate. 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 operates both a digital advisory program and a managed account program while functioning as a broker-dealer and insurance agency.

Brian Mcnamara is a financial advisor at Citizens Securities, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2002. 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 employs a variety of advisory approaches, including a digital advisory program and managed accounts, while operating as a broker-dealer and insurance agency.