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. His prior roles include positions 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 approach includes a proprietary digital advisory program, managed accounts, and commission-based brokerage solutions.

Edmund Broomhead is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Janney Montgomery Scott in various capacities since 2002, with an 11-year tenure at Merrill prior to that. Outside of his advisory role, he serves as an assistant coach for girls' lacrosse at Barrington High School in Rhode Island. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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 credentials and over 31 years of industry experience. He has worked at Commonwealth Financial Network since 2003 and previously at Bank Rhode Island. 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 their individual and institutional clients, providing a broad adviser-support platform that includes managed-account programs, third-party asset managers, and custody services.

Kelley Mcsparren is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Citizens Securities, Mcsparren worked at Venning Advisors and Fidelity Investments. Outside of finance, Mcsparren operates a catering business, Island Time Catering Co., which specializes in taco cart catering at events. 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, supporting a range of client needs through both discretionary and non-discretionary business.

Richard Decker Jr. is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2009, following a brief tenure at Banc of America Investment Services. 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 advisory services include a digital advisory program and a Managed Account program, while operating as a broker-dealer and insurance agency.

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.

Matthew Iannotti is a Series 66-licensed financial advisor at Citizens Securities, Inc. with three years of industry experience. His prior positions include roles at Merrill and Bank of America. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based digital advisory portfolios through a partnership with SigFig, as well as managed account programs, and operates as both a broker-dealer and insurance agency.

Ta Shawn Arabian is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Empower Financial Services, he worked at Keenan Financial and has experience in educational and club settings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

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.

Thomas Hall is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments. Outside of finance, he is involved with David Hall LLC as a caretaker. 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 solutions and operates 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 CFP® with seven years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. His prior work includes roles at Massey & Associates, Inc., Combined Insurance Company, Healthcare Solutions Team, PepsiCo, and operating the Mansi Insurance Agency. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors, using discretionary model portfolios and a range of investment strategies.

Amanda Bartolini is a financial advisor with Commonwealth Financial Network based in Lincoln, Rhode Island. She holds a Series 66 designation and has four years of industry experience. Prior to joining Commonwealth, she worked at Paul Santucci Financial Services and Webster Bank, and also spent time at the Community College of Rhode Island. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

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.