Jeffrey Katz is a financial advisor with SPC and holds the ChFC® designation, as well as Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with SPC since 2011 and Parkland Securities since 2014. Katz is one of the founders of the MAXIMUM Impact Networking Group of the Tri-County Regional Chamber of Commerce in Milford, MA, where he participates in member vetting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Mary Collins is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Citizens Securities since 1996. 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 both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Nicholas Mann is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and in the hospitality sector. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm provides a digital advisory platform with ETF-based portfolios, a Managed Account program, and operates as a broker-dealer and insurance agency.

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 licenses and has worked at firms including The Colony Group, 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 and Foundation, a nonprofit focused on recreational fishing and marine conservation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, utilizing a long-term, tax- and fee-sensitive investment approach within 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 previously worked at Fidelity Investments and has held roles outside finance, including involvement with USA Triathlon and community engagement at Rollins College. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory and brokerage services, including a digital advisory program and a managed account program.

Brian Valcourt is a financial advisor at Citizens Securities, Inc. in Johnston, Rhode Island, with 24 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 as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a separate Managed Account program, and it operates as a broker-dealer and insurance agency.

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.

Glen Dowden is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at GWN Securities, Inc. and Ameriprise Financial Services, Inc. He serves as executor and power of attorney for family members. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program partnered with SigFig and a Managed Account program, operating under the ownership of Citizens Bank, N.A.

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.

Luis Raposo is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at Allworth Financial, L.P., where he has worked since 2025, following a 16-year tenure at Shorepoint Capital Partners. Outside of his advisory role, Raposo is managing partner of a local café business with two coffee and sandwich shops. Allworth Financial is an SEC-registered fee-based adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions across a range of strategies, including model allocations and specialized ETFs, and manages privately offered funds alongside advisory and retirement plan consulting services.

Cody Machie is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses. He has been in the industry since 2026, with prior experience at Fidelity Brokerage Services, LLC and Fidelity Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

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.

Preston Grundy is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and three years of industry experience. He has previously worked at Bank of America N.A. and Merrill. Grundy was also involved with The Ben and Tony Podcast from 2020 to 2021. 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 a digital advisory program utilizing proprietary algorithms and discretionary portfolio management, as well as commission-based brokerage and other non-discretionary services.