Conshohocken, PA Barr Harbor Drive Office

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.

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.

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.

Kevin Mcknight is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Prior to his finance career, he held positions outside the industry, including at Hollywood Casino and Franco's Lawn Care. 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 offerings include a digital advisory program and managed accounts, operating as both a broker-dealer and an insurance agency.

Sean Jago is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and seven years of industry experience. Prior to joining Citizens Securities in 2023, he worked at Edward Jones for five years and was involved in the oil industry at Moab Oil for two 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 managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Christopher Eble is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2022. His previous roles include positions at Pruco Securities, LLC, The Prudential Insurance Company of America, CiTIGROUP, and Massachusetts Mutual Life Insurance Company. 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 ranging from a digital platform to managed accounts.

Christian Gotzman is a Series 66-licensed financial advisor at Citizens Securities, Inc. with three years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of advisory work, he is a co-founder of Kellman LLC. 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 operates both a digital advisory program and a Managed Account program and functions as a broker-dealer and insurance agency.

John Saia Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He has been with Citizens Securities since 2011 and previously operated Johnny Cool Incorporated from 2004 to 2017. He holds Series 63 and Series 65 licenses. 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 both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency.

Gregory Clemens is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services, Questar Capital Corporation, Allianz Life, and PNC Investments. Outside of his advisory work, he is involved as a youth sports official and has worked as a ride-share driver. 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 operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Lauren Garrett is a financial advisor at Citizens Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc., the Naval Surface Warfare Center Philadelphia Division, and Tulane University of Louisiana. 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 managed with proprietary algorithms and a separate Managed Account program.

Charles Lees is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previous experience at Citizens Bank (Investor Bank Legacy), Valley Bank, and Movement Mortgage. 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, brokerage, and insurance services, including a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios.

Mitchell Rose is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Citizens Bank. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program and a Managed Account program, with a combined bank, broker-dealer, and advisory business model.

Ashaki Caquias is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JP Morgan in various roles. Outside of finance, she owns Soyini Inc., a production company focused on producing, writing, and acting, and also operates Simply Blended Cupcakes, a home-based cupcake business. 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 provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency.

Roger Caceres is a financial advisor with Citizens Securities, Inc. and holds the Series 66 designation. He has two years of industry experience, including prior roles at Bank of America and Merrill. 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 managed accounts, operating as both a broker-dealer and insurance agency.

Rosemary Sobrinski is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors DBA Tristate Financial Advisors, and the School District of Philadelphia. 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, featuring both digital and managed account solutions.