Frodo Feng is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior firms include HSBC Securities (USA) Inc. and JPMorgan Securities LLC. 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 with ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program.

Joseph Zanca is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Citizens Securities since 2011 and also serves as a firefighter for the Town of Braintree, a role he has held since 1999. 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 platform includes a digital program and a Managed Account program, supporting both discretionary and non-discretionary investment strategies.

Brian Argiro is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He has been with Citizens Securities since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he volunteers as a coach for Lincoln Little League Baseball. Citizens Securities serves a broad retail client base that includes individual and high-net-worth investors as well as individual retirement plans. The firm offers a range of advisory programs, brokerage, and insurance services, including a digital advisory program based on ETF portfolios and proprietary algorithms.

Jeffrey Causey is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with TIAA and TIAA-CREF since 2013. Outside of his advisory role, he coaches youth soccer for the New England Revolution Academy. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory.

Dylan Berube is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at TD Bank N.A., Citizens Securities, Inc., and United Consumer Finance. Outside of his advisory role, he writes and records music. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Jeffrey Katz is a financial advisor with SPC and holds the ChFC® designation, as well as Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with SPC since 2011 and Parkland Securities since 2014. Katz is one of the founders of the MAXIMUM Impact Networking Group of the Tri-County Regional Chamber of Commerce in Milford, MA, where he participates in member vetting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Mary Collins is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Citizens Securities since 1996. 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 both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Kathlene Donahue is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, supported by third-party custodians and technology platforms.

Nicholas Mann is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and in the hospitality sector. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm provides a digital advisory platform with ETF-based portfolios, a Managed Account program, and operates as a broker-dealer and insurance agency.

David Mello is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Bank and Citizens Securities since 2013. 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 operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Dawn Filliatreault Wood is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Buckingham Strategic Wealth, Briggs Advisory Group, and 1st Global Advisors. Wood serves as President of the Board of Directors for the Rhode Island Saltwater Anglers Association, a nonprofit focused on recreational fishing and marine conservation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with an investment approach that blends active and passive strategies under an enhanced open architecture framework.

Stephanie Marcello is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Johnston, Rhode Island. She has been with Citizens Securities in various capacities since 2015. 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 a managed account program and operates as both a broker-dealer and insurance agency.

Christine Campbell is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Merrill for 15 years before joining Citizens Securities in 2024. 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 operates both digital and managed account advisory platforms and is wholly owned by Citizens Bank, N.A.

Garrett Revens is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 designations and 26 years of industry experience. He previously worked at Merrill and Fidelity Investments. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both investment advisory and brokerage services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Caitlin Zinno is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James and Merrill. Citizens Securities serves a broad retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using ETF-based portfolios alongside managed accounts and operates as a broker-dealer and insurance agency.

Owen Lovely is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Outside of finance, he has experience with USA Triathlon and various entrepreneurial and community roles. Citizens Securities serves individual and high-net-worth investors with investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Brian Valcourt is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 credential and 25 years of industry experience. He has been with Citizens Securities since 2005. 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 managed in partnership with SigFig and a separate Managed Account program.

Julie Warren is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Wachovia Securities and Wells Fargo & Co. since 2012. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Glen Dowden is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at GWN Securities, Inc. and Ameriprise Financial Services, Inc. He serves as executor and power of attorney for family members. 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’s advisory approach includes a digital advisory program partnered with SigFig and a Managed Account program, operating under the ownership of Citizens Bank, N.A.

Lauren Cunningham is a Series 66-licensed advisor at Citizens Securities, Inc. in Johnston, Rhode Island, with 16 years of industry experience. She has been with Citizens Securities since 2015. 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 and a Managed Account program while operating as a broker-dealer and insurance agency.