Brian Dunphy is a CFP® professional with 25 years of industry experience, currently affiliated with Citizens Securities, Inc. in Johnston, RI. His prior experience includes roles at FedEx, MML Investors Services, Mass Mutual Life Insurance Company, and Valic Financial Advisors. Outside of his advisory work, he is also active as an Uber driver. 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 offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Daniel St. Aubyn is a Series 66 licensed advisor at Citizens Securities, Inc. with four years of industry experience. He has been with Citizens Securities since 2017, including a prior role at Axelon Services Corporation in 2017 and experience at the Community College of Rhode Island from 2016 to 2017. 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 a digital advisory program with ETF-based portfolios managed via proprietary algorithms, as well as a Managed Account program, while operating as both a broker-dealer and insurance agency.

Brendan Solecki is a CFP® affiliated with Savant Wealth Management, with one year of industry experience. He previously worked at Corrigan Financial, Inc. for five years and at Clean Harbors for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates, supported by centralized resources and integrated legal and accounting affiliates.

Mark Dextradeur is a financial advisor with Citizens Securities, Inc. in Johnston, RI. He holds Series 63 and Series 65 registrations and has 26 years of industry experience, including 13 years with Citizens Securities. Outside of his advisory role, he coaches youth lacrosse on a volunteer basis. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Carl Ostergaard Jr. is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Fidelity Investments and UBS Financial Services, as well as service in the U.S. Air Force Reserve. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm utilizes both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Kevin Mc Nair is a ChFC® with Series 63 and Series 65 licenses and has 34 years of experience in the financial services industry. He has worked at Lincoln Investment since 2024, following roles at Agia and Valic Financial Advisors. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed model portfolios using both strategic and dynamic investment approaches.

Jonathan Bridgman 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 Citizens Securities since 2012. 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 features a digital advisory platform that recommends ETF-based portfolios using proprietary algorithms, in addition to managed account programs and commission-based brokerage services.

Stephen Connaughton is a financial advisor with Oppenheimer in Providence, RI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oppenheimer & Co. since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Edward Pegram IV is a financial advisor at Allworth Financial, L.P. with 45 years of industry experience. He holds the Series 63 designation and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management and financial planning, employing a mix of model strategies and third-party sub-advisers, and is notable for its ownership structure and specialized service divisions.

Harry Carver is a Series 66-licensed financial advisor at Citizens Securities, Inc. with seven years of industry experience. He has worked at Citizens Securities since 2019 and previously held roles at Granite Financial Partners and Ten Broeck Insurance Group. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program alongside a Managed Account program and operates as a broker-dealer and insurance agency.

Amanda Chartier is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Toll Gate Capital Advisors, LLC, and prior experience outside the financial industry. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, and retirement consulting services.

Roy Yehuda is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Citizens Securities in 2022, he worked at Park Avenue Securities, Guardian Life Insurance Company, and the Bulfinch Group. Before entering the financial industry, Yehuda spent 20 years at EMC (Dell EMC). 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 in partnership with SigFig and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Jared Greenberg is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation with two years of industry experience. His employment history includes multiple terms with Citizens Securities and prior roles outside finance, such as work at Trio Restaurant and the University of Rhode Island. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program utilizing ETF-based portfolios with proprietary algorithms, alongside managed accounts and commission-based brokerage activities.

Kevin Vieira is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has worked at Commonwealth Financial Network and Bank of Rhode Island since 2020 and was previously with LPL Financial from 2011 to 2020. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including investment management, technology, and compliance. The firm offers various program structures and discretionary model portfolios designed by its Investment Management and Research team.

Samia Elias is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 credential and nine years of industry experience. She previously worked at Fidelity Investments and TD Ameritrade before joining Citizens Securities. 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 features a digital advisory program based on proprietary algorithms and risk-tolerance assessments, as well as a Managed Account program.

Patrick O’Connor is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citizens Securities since 2018. His prior roles include positions at KeyBank and infinex Investments, Inc. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital advisory and managed account programs and operates as a broker-dealer and insurance agency.

Frodo Feng is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at HSBC Securities (USA) Inc. and JPMorgan Securities LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program and 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.

Luis Decastro is a financial advisor with Eagle Strategies (NY Life) in Johnston, RI, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Eagle Strategies since 2021 and has worked at NYLife Securities Inc. and New York Life Insurance Co. since 2004. Outside of his advisory role, Decastro coaches high school soccer at La Salle Academy and volunteers with the Portuguese Social Club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and Plan Sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.