Michael Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Silva is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. 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 Managed Account program, operating alongside its broker-dealer and insurance agency activities.

Jon Garvin is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He has held positions at Citizens Securities since 2021 and previously worked for Fidelity Investments from 2006 to 2021. He holds Series 63 and Series 65 licenses. Citizens Securities serves a wide range of retail clients, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program with ETF-based portfolios and a Managed Account program.

Eric Padula is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citizens Securities since 2015. Outside of his advisory role, he serves as power of attorney for his father and executor of his mother’s estate, without compensation. 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, operating as both a broker-dealer and insurance agency.

James Cuoco is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and with 16 years of industry experience. He has been with Citizens Securities since 2012. Outside of his advisory role, he owns a second home in Naragansett, RI. Citizens Securities serves a broad retail client base that includes individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory platform and Managed Account program.

Masoud Sadeghianpourhamami is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Citizens Bank and Environmental Design Engineering Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, including a digital advisory platform managed with SigFig, alongside brokerage and insurance services.

Michael Tikoian is a financial advisor with Integrated Wealth Concepts LLC in Providence, RI, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Marcum LLP since 2022 and LPL Financial from 2017 to 2023, along with over four decades at Piccerelli, Gilstein & Co, LLP. Outside of advising, he teaches at Providence College and serves on the board of Greenwood Credit Union. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, employing primarily long-term strategies with portfolios built from mutual funds, ETFs, equities, and fixed income.

Maximilian Alsarraf is a CFP®-credentialed financial advisor with four years of industry experience. He currently works at Citizens Securities, Inc. and has previously held roles at Infinex Investments, Epstein Financial, and Citizens Bank. Outside of advisory work, he tutors individuals for securities exams and math through Wyzant and is involved with the Boys and Girls Clubs of Boston as a Friends Council member. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory and brokerage services. The firm’s advisory programs include a digital platform and managed accounts, operating alongside its broker-dealer and insurance agency functions.

Kirsten Bagaglia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Commonwealth Financial Network since 2018 and has prior experience with Citizens Securities Inc. and BankRI Investment Services. Bagaglia also conducts fixed insurance sales, dedicating a small portion of her time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients with about $212.7 billion in assets under management. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Oliveri is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Citizens Securities, Inc. and has previously worked at Bank of America, Merrill, and Santander Bank and Securities. 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, including a digital advisory program and managed accounts.

Peter Caplan is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network in Foxboro, MA. He has been with Commonwealth Equity Services, Inc. since 1999. Caplan is the managing member of Caplan Asset Management, LLC, an entity involved in securities and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while acting as a platform and operations provider for affiliated advisors.

Joseph Lagner is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Santander Securities, among other firms. 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 managed with SigFig and a separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Ryan Pinto is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Citizens Securities since 2014. Outside of his advisory role, Pinto coaches youth baseball as both a little league coach and head coach for the Ocean States SnapDragons. 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 approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.

David Sawan is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commonwealth Financial for 16 years before joining Kestra Advisory and Kestra Investment Services in 2026. Outside of his advisory role, he is involved with PCF, Paper Courier, a non-investment related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

William Vanech is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Oppenheimer since 2010 and previously held roles at Morgan Stanley and its affiliated entities between 2002 and 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

Talia Lazaro Simpson is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at People's Securities, Inc. and People's United Bank. 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’s advisory offerings include a digital advisory platform and a managed account program.

David Malatesta is a financial advisor with VOYA Financial Advisors, Inc. in Lincoln, Rhode Island, holding Series 63 and Series 65 credentials and having 23 years of industry experience. His career includes roles at VOYA Financial and its affiliates beginning in 2010, as well as five years at Remedy 180. Outside of his advisory work, he serves as a referee for high school football games with the Massachusetts Independent Football Officials Association. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures, often providing non-discretionary recommendations, and operates as both an SEC-registered investment adviser and a broker-dealer.

Zack Thompson is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Rhode Island and Home Depot. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Kenneth Roque is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Merrill and JPMorgan Chase Bank. Roque also serves in the New York United States National Guard as a Finance Officer in a leadership role overseeing 30 soldiers. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a managed account program, with a significant portion of its business conducted on a commission basis.

Sean Reilly is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Gather Wealth Management, and has held positions at Morgan Stanley and Morgan Stanley Private Bank. His other business activities include fixed insurance sales conducted at his branch location. 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 services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.