Courtney Fenton is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked extensively within the Citizens financial entities since 2016. Citizens Securities, Inc. 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 that utilizes proprietary algorithms for ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Louis Delorenzo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes multiple tenures at TIAA-CREF and Citizens Securities, Inc. Outside of his advisory work, Delorenzo is also involved in sports photography. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated group.

Kevin Gates is a financial advisor with Eagle Strategies (NY Life) based in Providence, RI. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, working with NYLIFE Securities Inc. and New York Life Insurance Company since 2003. Outside of his advisory work, he serves as the recording secretary for the Knights of Columbus Council 3563, a charitable and religious fraternal organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers multiple program types and principally manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rashid Mahmood is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career has been primarily with Citizens Securities and Citizens Bank in various roles since 2014. 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 both a broker-dealer and insurance agency.

Daniel Dudemaine is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at J.P. Morgan Securities and Citizens Bank, N.A. 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 programs and operates as a broker-dealer and insurance agency.

Daniel Estes is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and four years of industry experience. Prior to joining Citizens Securities, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. 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 offerings include a digital advisory program that employs proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Thomas Worsley is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2022. His prior experience includes roles at JP Morgan Securities, JP Morgan Chase Bank, TD Ameritrade Investment Management, TD Ameritrade, and Merrill. 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, with advisory options including a digital advisory program and a Managed Account program.

Dana Sherman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Commonwealth and Bank Rhode Island since 2003. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management resources to its affiliated advisors.

Kelley Mcsparren is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Venning Advisors. Outside of her advisory role, Kelley operates a catering business specializing in taco cart services at events. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as 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 and other non-discretionary services.

Ryan Horner is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Citizens Bank and Citizens Securities since 2015. Horner also serves as a Notary Public. 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 and brokerage and insurance services, including a digital advisory program and a Managed Account program.

Scott Kluge is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill, Bank of America, and Santander Securities. Kluge serves as treasurer of Temple Emunah Inc., a nonprofit religious organization. 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 managed in partnership with SigFig and a separate Managed Account program.

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.

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.

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.

Stephen Mansi is a Certified Financial Planner (CFP®) with six years of industry experience. He is affiliated with AE Wealth Management, LLC and Massey & Associates, Inc., where he provides financial advising and insurance services. Prior to his current roles, Mansi worked at Combined Insurance Company, Healthcare Solutions Team, PepsiCo, and operated the Mansi Insurance Agency. AE Wealth Management, LLC offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

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.

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.