Citizens Securities, Inc.

Bradley Delozier is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Citizens Securities since 2013. 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 and managed accounts, operating as both a broker-dealer and insurance agency.

Patrick Mullen is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Cetera Investment Services, First National Bank of Pennsylvania, PNC Investments, Key Investment Services, 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 as well as brokerage and insurance services, including a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios.

Christopher O'Connor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. His career background also includes roles outside the financial sector at 99 Restaurant and PrideStores. 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 provides both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency with a proprietary Bank Deposit Sweep Program.

Ishmael Thomas is a financial advisor at Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Rocket Mortgage, and Enterprise Rent-a-Car. 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 with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Erik Vasquez is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank and Capital One Bank. 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 approach includes a digital advisory program using proprietary algorithms as well as a Managed Account program.

Melissa Bell is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Citizens Securities, Inc. 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 featuring ETF-based portfolios using proprietary algorithms, alongside a Managed Account program, and operates as a broker-dealer and insurance agency.

John Alessi is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Citizens Securities since 2009. Outside of his advisory role, he is involved in maintenance of a two-family rental property in Dedham, MA. 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 both a digital advisory program with ETF-based portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with one year of industry experience. Prior to joining Citizens Securities, he worked at Citizens Financial Group for two years and has experience managing Family Nails Spa LLC. 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 with a mix of digital and managed account programs.

Michael Gomez is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citizens Securities and affiliated entities since 2014. Outside of advising, he also serves as a notary. 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 a digital advisory platform and managed accounts while maintaining broker-dealer and insurance agency operations.

Matthew Buckley is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities in various capacities since 2020, following five years at Citizens Bank. 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, such as a digital advisory program managed with SigFig and a Managed Account program, alongside brokerage and insurance services.

Jeffrey Cougoule is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at notable firms including JP Morgan Chase Bank and First Republic Investment Management. 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 a focus on ETF-based portfolios through its digital advisory program and a separate Managed Account program.

William Zittle V is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Trinity Wealth Securities, LLC, Florida Financial Advisors DBA Tristate Financial Advisors, and Enterprise Mobility. He has business experience outside finance, including a role at Wickleins Native Plants. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory platforms and is fully owned by Citizens Bank, N.A.

Luis Arias is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the 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, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms for ETF-based portfolios as well as a Managed Account program.

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.

Thomas Polito is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Cetera, LPL Financial, and Capital One Financial Advisors, among others. 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.