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 one year of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Fidelity Investments and Venning Advisors. Outside of finance, she operates a taco cart catering business called Island Time Catering Co. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program using ETF-based portfolios and managed accounts, operating as a broker-dealer and insurance agency within a larger banking organization.

Ryan Horner is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and with eight years of industry experience. His career has been primarily with Citizens Securities and Citizens Bank, including roles spanning from 2015 to the present. He is also a Notary Public, performing document notarizations on a regular basis. Citizens Securities serves retail clients, including individuals, high-net-worth investors, and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides digital advisory solutions and managed accounts while operating as both a broker-dealer and insurance agency.

Troy Brosseau is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Citizens Securities, he worked at Mercer and held various roles in the hospitality and education sectors. 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 a range of advisory offerings, including a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.

Sean Maloney is a CFP® professional with 24 years of experience in the financial industry. He is currently with Savant Wealth Management, where he has worked since 2025. Prior to joining Savant, Maloney held roles at Corrigan Financial, Inc. and KCG/Virtu Americas. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a mix of evidence-based, model-driven asset allocation and actively managed investment strategies, supported by affiliated accounting, legal, and trust services.

Jennifer Santoro is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes multiple roles within Citizens Securities and Citizens Bank dating back to 2016. 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 offerings include a digital advisory program and a Managed Account program, supporting both discretionary and non-discretionary client options.

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 CFP® with 13 years of industry experience and has been with Citizens Securities, Inc. since 2014. He holds Series 63 and Series 65 licenses. 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 provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Terence Tinkham is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2019. Prior to that, he was with Flagship Harbor Advisors, LLC and LPL Financial, LLC. He serves on the Board of Directors for the Potter League without compensation. 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, operating as a broker-dealer and insurance agency.

Samuel Yawson is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual, The Prudential Insurance Company of America, and PRUCO 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Thiago Ribeiro is a financial advisor at Citizens Securities, Inc. with a Series 66 designation and three years of industry experience. Prior to joining Citizens Securities in 2023, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2018 to 2023. His background also includes roles outside finance at companies such as Le Creuset and Wayfair. 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 both a digital advisory program and a managed account program, and is wholly owned by Citizens Bank, N.A.

Eric Tunstall is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2011. 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, combining digital advisory portfolios and managed accounts with traditional brokerage operations.

Eric Brown is a Certified Financial Planner (CFP®) with 36 years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc., joining the firm in 2024 after eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models, with periodic oversight by an Investment Strategy Committee.

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 serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Emre Oztunc is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2014. Outside of his advisory role, he owns and manages two multi-family residential properties. 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 operates both discretionary and commission-based accounts and is wholly owned by Citizens Bank, N.A.

Shilah Tate is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at Santander Bank. Outside of her advisory role, she volunteers as a coach for United Way's Women's Money Matters program. 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 managed with SigFig and a Managed Account program.

Matthew Di Sandro is a financial advisor at Citizens Securities, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to joining Citizens Securities in 2026, he worked at Bank of America and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Katherine Annulli is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Authentic Audience for five years and has operated KMA Organizing since 2015. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies and combines brokerage and advisory services with in-house trading and other financial solutions.

Richard Longueil is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Santander Securities, LLC and Santander Bank, NA. Citizens Securities, Inc. 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.