Kirk Pickell is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2002. Outside of his advisory role, he serves as president of the 100 Club of Rhode Island, a nonprofit supporting families of firefighters and police officers who die in the line of duty. Janney Montgomery Scott is a large dually registered broker-dealer and 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 a range of brokerage, financial planning, and advisory services.

Luis Arias is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation 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. The firm offers both investment advisory programs and brokerage and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Daniel Norton is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, Santander Bank, NA, AXA Advisors, LLC, and Citizens Investment Services. Outside of his advisory role, he serves as a women’s ice hockey coach at Bridgewater State University. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both 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 CFP® professional with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and 1st Global entities. Ricci's background includes extensive work in wealth advisory services across multiple firms. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of services such as investment management, financial counseling, family office solutions, retirement plan fiduciary services, tax and business management, and sub-advisory solutions, employing a tax- and fee-sensitive, long-term investment approach that integrates fundamental and quantitative analysis.

Yaldez Abdel Samed is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and 16 years of industry experience. He has worked at Citizens Securities since 2019 and previously spent three years at Key Investment Services LLC. 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, operating within a broader framework as a broker-dealer and insurance agency.

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 the Citizens organization since 2018. Prior to her financial career, she was involved with Gym Hutt Gymnastics for six years. Citizens Securities serves a diverse retail client base, including high-net-worth individuals 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 an 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 at Citizens Securities, Inc. with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Northwestern Mutual Wealth Management Company and Robert Roth. 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 both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

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 firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., Bank of America, and Merrill. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Brett Hosney is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and 17 years of industry experience. He has been with Citizens Securities since 2017 and previously worked at VOYA Financial Advisors and Voya Financial from 2014 to 2017. 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 advisory offerings include 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 65 and Series 63 licenses and previously worked at Fidelity Investments and Equity Management. Prior to his financial services career, he was employed at Bally's Twin River Casino for six years. 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 under the ownership of Citizens Bank, N.A.

Philip Cadden Jr. is a financial advisor at Citizens Securities, Inc. in Johnston, RI, with 14 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 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 options that have included a digital advisory program utilizing proprietary algorithms and a Managed Account program.

Travis Sousa is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2010. 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 provides a digital advisory program and managed account services, operating as both a broker-dealer and an insurance agency.

Nolin Frias is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and John Hancock entities. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of wealth management services along with access to affiliated products and specialized investment options.

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 at Citizens Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Bank, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Obrien serves as Treasurer for 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, offering investment advisory programs alongside 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.