David Mello is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Bank and Citizens Securities 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, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Dawn Filliatreault Wood is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Buckingham Strategic Wealth, Briggs Advisory Group, and 1st Global Advisors. Wood serves as President of the Board of Directors for the Rhode Island Saltwater Anglers Association, a nonprofit focused on recreational fishing and marine conservation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with an investment approach that blends active and passive strategies under an enhanced open architecture framework.

Stephanie Marcello is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Johnston, Rhode Island. She has been with Citizens Securities in various capacities since 2015. 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 a managed account program and operates as both a broker-dealer and insurance agency.

Christine Campbell is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Merrill for 15 years before joining Citizens Securities in 2024. 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 operates both digital and managed account advisory platforms and is wholly owned by Citizens Bank, N.A.

Garrett Revens is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 designations and 26 years of industry experience. He previously worked at Merrill and Fidelity Investments. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both investment advisory and brokerage services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Caitlin Zinno is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James and Merrill. Citizens Securities serves a broad retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using ETF-based portfolios alongside managed accounts and operates as a broker-dealer and insurance agency.

Owen Lovely is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Outside of finance, he has experience with USA Triathlon and various entrepreneurial and community roles. Citizens Securities serves individual and high-net-worth investors with investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Richard Ranone is a CFP® with 39 years of experience in the financial industry. He is currently affiliated with Janney Montgomery Scott, where he has worked since 2016. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Brian Valcourt is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 credential and 25 years of industry experience. He has been with Citizens Securities since 2005. 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 in partnership with SigFig and a separate Managed Account program.

Jordan Huntoon is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and no prior industry experience. He is also a partner and shareholder at Huntoon CPA, LLC, a CPA firm where he dedicates significant time. His professional background includes roles at Charland, Marciano & Co, CPAs, LLP, and Bryant University. 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, and family office services, employing customized portfolios with a long-term approach and a variety of model and wrap-fee options.

Julie Warren is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Wachovia Securities and Wells Fargo & Co. since 2012. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

David Matarese is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2022, following an 18-year tenure at Corrigan Financial, Inc. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering services that include brokerage, financial planning, consulting, and multiple advisory programs.

Glen Dowden is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities since 2019. His prior experience includes positions at GWN Securities, Inc. and Merrill. He serves as executor and power of attorney for family members. 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 offerings include a digital advisory program and a Managed Account program.

Lauren Cunningham is a Series 66-licensed advisor at Citizens Securities, Inc. in Johnston, Rhode Island, with 16 years of industry experience. She has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while operating as a broker-dealer and insurance agency.

Michael Guertin is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 16 years of industry experience. His prior firms include SagePoint Financial, Park Avenue Securities, Guardian Life Insurance, and MetLife Securities. He is co-trustee of a family revocable trust. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management through third-party asset managers.

Cody Machie is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Fidelity Brokerage Services and Fidelity Investments. Before entering the financial industry, he worked six years at Lifespan Corporation. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, and provides investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program based on proprietary algorithms and a managed account program, while also operating as a broker-dealer and insurance agency.

Bruno Cunha is a financial advisor at Citizens Securities, Inc. in Johnston, RI, with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Michaelson is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation with 14 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Dylan Souter is a CFP® professional at Citizens Securities, Inc. with eight years of industry experience. He has worked at several firms including Santander Securities, Santander Bank, Northwestern Mutual Investment Services, and Global Atlantic Financial Group. Outside of his advisory role, he is involved as a member of 4 Keyes Ln, LLC, providing rental management assistance. 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 operates both digital and managed account advisory programs and conducts commission-based brokerage and other non-discretionary business.

Jeffrey Massey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at AE Wealth Management, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and has maintained Massey & Associates, Inc. since 1995, where he also acts as president overseeing insurance sales. In addition to his advisory work, Massey is an author involved in book sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.