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.

Edward Burnett is a financial advisor with Eagle Strategies (New York Life) in Fall River, MA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with RiverRise Financial, LLC and NYLIFE Securities LLC, as well as New York Life Insurance Company. Outside of his advisory role, he serves on several nonprofit and community boards in Little Compton, Rhode Island, including organizations focused on business networking, scholarships, and community enrichment. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to individual and institutional clients, with a significant portion of assets managed on a non-discretionary basis and integrated advisory services linked to insurance and annuity products.

Angelica Andreotti is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes roles at Bank of America, Merrill, E*TRADE Securities, and Citizens Bank. Outside of her advisory work, she creates cat-related content through a sole proprietorship called Meta. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency with a proprietary bank deposit sweep program.

Ryan Vernon is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has previously worked at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. 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 offerings include a digital advisory program and a Managed Account program, with a business model supported by its status as a broker-dealer and insurance agency.

Christopher Mc Vay is a financial advisor at Voya Financial Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Bountiful Investment Management LLC, OneAmerica Securities, MassMutual Investors Services, and Metlife Securities. Outside of his advisory work, Mc Vay serves on the Board of Directors for House of Hope, an organization focused on ending homelessness, and works as a bartender at Boomerangs Roadhouse. Voya Financial Advisors, Inc. serves individual, retirement plan, charitable, and corporate clients through a combination of financial planning, portfolio management, third-party money manager access, and brokerage services. The firm offers a mix of model portfolios, affiliated strategies, and third-party advice, managing most assets on a non-discretionary basis and utilizing both advisory and brokerage platforms.

Camilo Betancur is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Santander Securities, LLC, Santander Bank, NA, Commonwealth Financial Network, and multiple positions within Citizens Securities and Citizens Bank. Outside of finance, he has experience working at Ideal Cleaning. 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 operates both discretionary and non-discretionary business models, including a digital advisory platform managed in partnership with SigFig.

Paul Bernardi is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Citizens Securities since 2004. 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, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Lisa Burke is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MetLife Investors Distribution Company and MetLife. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both a digital advisory platform and managed account programs, and is wholly owned by Citizens Bank, N.A.

Cole Fuller is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank SSB, Charles Schwab, and Dell/EMC. Outside of his advisory role, Fuller is involved in property management as a multi-family home owner and landlord. 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 a digital advisory platform and managed account programs, operating as a broker-dealer and insurance agency.

Brian Dunphy is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Citizens Securities, Inc., where he has worked since 2020. 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 has worked 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 advisory offerings include both a digital advisory program and a managed account program.

Johnny Cordeiro is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has worked as a principal at CPA firm Fernandes & Charest P.C. since 2016. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a combination of internal management and third-party asset managers to construct customized portfolios.

Daniel St. Aubyn is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and four years of industry experience. He has worked at Citizens Securities since 2017, with prior experience at Axelon Services Corporation and the Community College of Rhode Island. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program alongside managed accounts and operates 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 at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2013. Outside of his advisory role, he serves as a youth lacrosse coach on a volunteer basis. 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. Its advisory offerings include a digital advisory program and a Managed Account program, while the firm operates as a broker-dealer and insurance agency.

Carl Ostergaard Jr. is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Fidelity Investments, as well as active duty training service with the U.S. Air Force Reserve. 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, with a combined approach that incorporates both discretionary and non-discretionary business.

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 designations and has been with 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’s advisory offerings include a digital advisory program based on proprietary algorithms and a Managed Account program.

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.