Daniel Norton is a financial advisor with Citizens Securities, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. His prior roles include positions at Santander Securities, LLC, Santander Bank, NA, AXA Advisors, LLC, and Citizens Investment Services. Outside of his advisory work, he serves as the women’s ice hockey coach at Bridgewater State University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program alongside managed accounts and operates as a broker-dealer and insurance agency.

Adam Cote is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He has held roles at Cambridge Investment Research, LPL Financial, and other firms before joining Eagle Strategies in 2025. Outside of his advisory work, Cote coaches youth baseball and serves on the board of a Little League organization. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types, including fee-based advice and co-advisory relationships, with most regulatory assets managed on a non-discretionary basis.

Christopher Ricci is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Briggs Advisory Group, Inc., and 1st Global Advisors, Inc. Focus Partners serves individuals, families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Yaldez Abdel Samed is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2019, previously spending three years at Key Investment Services LLC. 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 operates both traditional advisory programs and a digital advisory platform, and it is fully owned by Citizens Bank, N.A.

Todd George is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Commonwealth since 2001 and operates Todd M. George Investment & Retirement Services since 2009. Outside of his advisory work, he serves as an executor and power of attorney for family-related matters. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a comprehensive platform with operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Mackenzie Borroni is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily within Citizens-affiliated entities since 2018. Prior to her finance career, she was involved with Gym Hutt Gymnastics for six years. 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 managed accounts, and operates as a broker-dealer and insurance agency.

Jennifer Burgio is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. She has been with Janney Montgomery Scott since 1994 and currently works in the Warwick, Rhode Island office. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, corporate retirement plans, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, and advisory programs.

Matthew Thomas is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Robert Roth, and Metlife. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program with ETF-based portfolios and a separate Managed Account program, alongside commission-based brokerage activities.

Hafez Emanian is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., Bank of America, and Merrill. 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 utilizes both digital and managed account programs and operates as a broker-dealer and insurance agency.

Brett Hosney is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2017. His prior experience includes positions at VOYA Financial Advisors and Wells Fargo Clearing. 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 offerings encompass a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brandon Aglietti is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Ameriprise and was employed at Wind Watch Golf and Country Club for four years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and investment consulting.

Brendon Fausset is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with five years at Atlantic Custom Builders. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple advisory programs and focuses on tailoring solutions to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Gian Carlo Rossi is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Equity Management. Prior to his finance career, he was employed by Bally's Twin River Casino for six years. Citizens Securities serves a diverse 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 program managed in partnership with SigFig, alongside brokerage and insurance services.

Philip Cadden Jr. is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2019, following six years at CCO Investment Services. 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 platform includes a digital advisory program managed with SigFig and a Managed Account program, operating within a broader enterprise owned by Citizens Bank, N.A.

Travis Sousa is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2010. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Nolin Frias is a CFP® with 13 years of industry experience and currently advises at Focus Partners Wealth, LLC. He has previously worked at Buckingham Strategic Wealth, Briggs Advisory Group, and John Hancock Investment Management Distributors, among other firms. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with third-party managers and private funds.

Brendan Flaherty is a CFP® with 22 years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, he worked at Merrill and Bank of America. He serves as an adjunct professor at Bryant University, teaching investment theory and managing the Certified Financial Planning program there. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Christopher Obrien is a financial advisor with Citizens Securities, Inc. He holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Citizens Bank, Eagle Strategies (NY Life), and New York Life Insurance Company. Outside of his advisory work, he serves as Treasurer of the Rotary Club of Bourne-Sandwich and is President of the Blue Shutters Condominium Association, both nonprofit organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with a variety of investment solutions.

Theodore Rampini III is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Santander Securities, LLC and Citizens Bank, N.A. Outside of his advisory work, he is the owner of Textovert App, a technology management venture. 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, with advisory offerings that include a digital advisory program and a Managed Account program.

Matthew Udasin is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citizens Securities in 2021, he worked at KeyBank and Key Investment Services LLC. He is also a Notary Public. Citizens Securities serves a diverse 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 digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.