Troy Brosseau is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Citizens Securities, he held positions at Mercer and The Wonderful Company, and has worked in various customer service roles including at several golf clubs and public schools. Citizens Securities serves a broad retail clientele including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory platform includes a digital advisory program with ETF-based portfolios managed via proprietary algorithms and a Managed Account program, supported by its status as a broker-dealer and insurance agency.

Thomas Hall is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments. Outside of finance, he is involved with David Hall LLC as a caretaker. 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 solutions and operates as a broker-dealer and insurance agency.

Jennifer Santoro is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various roles within Citizens Securities and Citizens Bank since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both a digital advisory program and managed account services, operating as a broker-dealer and insurance agency.

Joseph Baaklini is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Foundations Investment Advisors LLC since 2019 and previously spent five years at Pall Corporation. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Chancellor Harkins is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked with Harkins Wealth Management and Commonwealth Financial Network since 2018 and previously spent two years at Liberty Mutual Insurance. Outside of his advisory role, he is a co-owner of Nightshade, LLC, a bar and restaurant located in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

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 financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Ethier 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. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a managed account program.

Terence Tinkham is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He has held positions at Flagship Harbor Advisors, LLC and LPL Financial, LLC prior to joining Citizens Securities in 2019. He serves on the Board of Directors for the Potter League, a nonprofit organization. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program using proprietary algorithms and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Joseph Pate is a Series 65-licensed advisor with Foundations Investment Advisors LLC, bringing three years of industry experience. He has held positions at Foundations Investment Advisors since 2023 and at Lakefront Insurance Group, LLC since 2018, where he is also owner and manager involved in health, life, and accident insurance sales. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, supported by third-party sub-advisers and custodians.

Samuel Yawson is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Mass Mutual Investors Services, MassMutual, The Prudential Insurance Company of America, and PRUCO Securities. He has been with Citizens Securities since 2019. Citizens Securities serves a wide retail client base, including individuals, high-net-worth investors, and retirement plans, offering advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform with ETF-based portfolios and a Managed Account program, and operates as both broker-dealer and insurance agency.

Thiago Ribeiro is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, incorporated, among other firms. 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 and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Eric Tunstall is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Citizens Securities since 2011. 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’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

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 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 range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation across equity, balanced, and fixed-income portfolios.

Emre Oztunc is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2014. 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, with advisory options including a digital program managed in partnership with SigFig and a Managed Account program.

Shilah Tate is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at Santander Bank. Outside of her advisory role, she volunteers as a coach for the United Way's Women's Money Matters program. 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, operating as a broker-dealer and insurance agency.

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 previously worked at Bank of America and Merrill. 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.

Richard Longueil is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Santander Securities, LLC and Santander Bank, NA. 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 managed in partnership with SigFig and a Managed Account program.

Angelica Andreotti is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Bank of America, Merrill, and E*TRADE Securities. Outside of her advisory work, she creates cat-related content through a sole proprietorship named Meta. Citizens Securities, Inc. serves a broad retail client base, offering investment advisory programs, 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.

Ryan Vernon is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory and brokerage services. The firm provides various advisory programs, including a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Richard Bergeron is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Beacon Investment Services, Bank Rhode Island Investment Services, Bluestone Bank, and several other financial institutions. Bergeron also engages in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and custody/clearing services.