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.

Marco Moretti III is a financial advisor with Integrated Wealth Concepts LLC in Cranston, Rhode Island, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Outside of his advisory work, he has involvement in non-variable insurance products including health and life insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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, implementing customized portfolios with a predominantly long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

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 at Citizens Securities, Inc. with 25 years of industry experience. She holds the Series 63 and Series 65 credentials and was previously with 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 both investment advisory programs and brokerage and insurance services. The firm provides advisory programs such as a digital advisory platform and a Managed Account program, while also operating as a broker-dealer and insurance agency.

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 66 and Series 63 licenses and previously worked at Fidelity Investments. His background includes roles in leadership and community engagement at Rollins College and involvement with USA Triathlon. 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 employs ETF-based portfolios in its digital advisory program and operates as a broker-dealer and insurance agency, with ownership by Citizens Bank, N.A.

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 financial advisor with Janney Montgomery Scott, holding CFP® and PFS™ designations along with Series 66 and Series 63 licenses. He has 18 years of industry experience, including 18 years at Corrigan Financial, Inc. before joining Janney Montgomery Scott in 2022. 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 with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and managed accounts.

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.

Cody Machie is an advisor with Citizens Securities, Inc., holding Series 65 and Series 63 credentials and beginning his industry experience in 2026. Prior to joining Citizens Securities, he worked at Fidelity Brokerage Services and Fidelity Investments. 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 managed with proprietary algorithms and a separate Managed Account program.

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.

Christopher Antonelli is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Morgan Stanley, Merrill, and Santander 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 platform and managed accounts.

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.