West Palm Beach, FL S Flagler Drive Office

Linda Wellington is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked primarily within Citizens Bank and Citizens Securities since 2021, following eight years at SunTrust Investment Services, Inc. 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 approach includes a digital advisory program and managed accounts, operating as part of a bank-owned enterprise with integrated financial services.

Joseph Nowaczyk is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual and MML Investors Services. 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 that uses proprietary algorithms and risk assessments to recommend ETF-based portfolios, as well as a Managed Account program.

Christian Kassel is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His previous roles include positions at Equitable Advisors, LLC and AXA Advisors, LLC, as well as time spent at Pine Creek Farm. 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 using proprietary algorithms and a Managed Account program, while operating as a broker-dealer and insurance agency.

Jill Leitsch is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her career includes roles at Citizens Bank and Citizens Securities dating back to 2014. Outside of her advisory duties, she serves as a trustee and power of attorney for family trusts, a role involving limited administrative responsibilities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory services include a digital advisory program and a managed account program, operating alongside its broker-dealer and insurance functions.

Sarah Holmes is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various divisions of Citizens Bank and Citizens Securities since 2017. Outside of her advisor role, she is involved as a notary public and provides personal care assistance through an 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 manages both discretionary and non-discretionary accounts and utilizes a proprietary Bank Deposit Sweep Program as part of its service offerings.

Jordan Busco is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and 14 years of industry experience. Before joining Citizens Securities in 2025, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm provides investment programs such as a digital advisory platform and managed accounts, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Jamel Parks is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fifth Third Securities and Fifth Third Bank. 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 with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Shannon Sandel is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding Series 65 and Series 63 licenses with 18 years of industry experience. Her career has been with Citizens Bank and Citizens Securities since 2016. Outside of her advisory role, she is a notary public and performs administrative duties for Sandel Roofing LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides investment programs such as a digital advisory option that uses proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Brian Johnson is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including J.P. Morgan Securities, LPL Financial Services, and Fifth Third Securities. Johnson is currently based in Stow, Ohio. 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 both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

James Fisher is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Citizens Securities and Citizens Bank in various roles since 2015 and owns J.S. Fisher Violins, 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 provides a digital advisory program alongside managed accounts and operates as a broker-dealer and insurance agency.

Daniel Higashi is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Citizens Bank and U.S. Bank. He provides complementary notary services to Citizens customers at his branch. 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 discretionary and non-discretionary advisory programs and is wholly owned by Citizens Bank, N.A.

Joseph Baganski is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Citizens Bank, Santander Securities, and CCO Investment Services. Outside of finance, he manages the bookkeeping and business operations for Brenda's Hair Studio and is involved in product development and accounting for an on-demand publishing business on Amazon and Etsy. 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 managed accounts, and it operates as a broker-dealer and insurance agency within the Citizens Bank, N.A. enterprise.

Kathi Sterns is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation. She has seven years of experience at Citizens Bank and one year with Citizens Securities. Prior to entering the financial industry, she worked for fourteen years at Bed Bath and Beyond. 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 a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Abigail Cleis is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Citizens Securities, she worked in various roles in the food service industry and has been a Notary Public since 2021. 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 and a Managed Account program.