Alex Aborn is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Equitable Advisors, LLC and has experience in hospitality and recreational businesses, including Mom's Kitchen and Bar and Livelo Bike Rental. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital program using proprietary algorithms and a Managed Account program, along with commission-based brokerage operations.

Michael Aaronson is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked at Integrated Wealth Concepts and LPL Financial since 2016. Aaronson is also a CPA with over 28 years at Aaronson, Lavoie, Streitfeld & Co., CPA, and is a part owner of Del's Frozen Lemonade. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a mix of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

William Hangan is a CFP® professional with 11 years of industry experience, currently serving at Citizens Securities, Inc. since 2020. His prior experience includes roles at CITIZENS Bank, Wealth Management Resources, Inc., Santander Securities LLC, and HighTower Advisors. He is a member of the East Greenwich School Committee and volunteers with Rhodeway Position, a nonprofit that assists low-income and military individuals with financial and debt planning. Citizens Securities, Inc. serves a diverse retail client base including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Michael Freeman is a financial advisor at Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Citizens Securities since 2008. Citizens Securities serves a diverse 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, operating as a broker-dealer and insurance agency.

Royah Sultan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with Bankers Life Advisory Services since 2021 and with Bankers Life Securities since 2017. Outside of her advisory role, she was part owner of Sulchance Listings LLC, a business involved in buying and flipping real estate properties. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment process.

Robert Rebussini is a financial advisor with Integrated Wealth Concepts LLC in Cranston, RI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory work, he serves as a board member of the Knights of the Wine Table. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Ana Cooke is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked extensively within Citizens Securities and Citizens Bank 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 alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Marcio Martins is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2018, Martins worked at Citizens Securities Inc. and Citizens Bank. Outside of his advisory role, he manages rental real estate properties. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios through dedicated portfolio managers.

Maria Coclin is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation. In addition to her advisory role, she teaches at the Community College of Rhode Island and is involved with Coclin Associates, Inc., a CPA affiliate program. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

Sean Ryan is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2017, following previous roles at Wells Fargo entities. Outside of his advisory work, he serves as a notary, notarizing documents for a few hours each month. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering a range of investment advisory programs, brokerage, and insurance services. The firm manages both discretionary and non-discretionary assets and operates under the ownership of Citizens Bank, N.A.

Brian Sullivan 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 Santander Securities, LLC, Santander Bank, NA, and Bay State Breakers. 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 managed account services while operating as a broker-dealer and insurance agency.

James Tollefson is a CFP® professional with 40 years of experience in the financial industry. He is currently with Benjamin F. Edwards & Company, Inc., having joined the firm in 2024. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory and consulting services, utilizing firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Paramjit Singh is a financial advisor with Citizens Securities, Inc. and holds a Series 66 designation. He has five years of industry experience, including prior roles at Merrill and Bank of America. Outside of his advisory work, he is a silent partner and officer in several small private businesses. 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 operates a digital advisory program with ETF-based portfolios and also conducts commission-based brokerage and non-discretionary business.

Sarah Kennedy is a Series 66-licensed financial advisor at Janney Montgomery Scott with six years of industry experience. Her prior work includes roles at Sheeley & Partners Wealth Management, Johnson & Wales University, and LAZ Parking. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.

Courtney Fenton is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked within Citizens Securities and Citizens Bank since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, while also 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 at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked exclusively within the Citizens organization since 2014. 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 utilizing proprietary algorithms and a managed account program, while also operating as a broker-dealer and insurance agency.

Daniel Estes is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Citizens Securities, Inc. and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Citizens Securities serves a diverse retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that constructs ETF-based portfolios using proprietary algorithms and client risk assessments.

Thomas Worsley is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. He previously worked 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, offering investment advisory programs alongside 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.