Laurice Rhem is a financial advisor with First Citizens Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining First Citizens, Rhem spent 13 years at LPL Financial Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and manager research through global multi-asset class model portfolios implemented with funds, ETFs, and income-oriented strategies.

Danny Pham is a financial advisor at First Citizens Asset Management, Inc. with seven years of industry experience. His background includes roles at The Vanguard Group, J.M. Barry & Associates, Wells Fargo Advisors, and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs strategic asset allocation and manager research within global multi-asset class model portfolios, offering discretionary investment management through various implementation frameworks.

Ricky Whitley is a CFP® with 15 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2026. He has been affiliated with First Citizens Bank and First Citizens Investor Services since 2011. Whitley also teaches financial planning concepts at the Trust Advisors Institute through Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and multi-asset class portfolio construction using a combination of fundamental, quantitative, and technical analysis.

Josh Newman is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Bank for 16 years before joining First Citizens. Outside of his advisory role, he manages a long-term rental condominium property. First Citizens Asset Management, Inc. provides model-based sub-advisory services and direct investment advisory to individuals, trusts, municipalities, and institutions, offering global multi-asset class model portfolios that emphasize strategic asset allocation, manager research, and risk control.

Katherine Gagner is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with six years of industry experience. Her background includes roles at Wells Fargo Bank and Wells Fargo Clearing Services prior to joining First Citizens. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm utilizes a strategic, multi-asset class approach combining fundamental, quantitative, and technical analysis across various investment frameworks.

Kathryn Vause is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked within the First Citizens network since 2015 across several affiliated firms. First Citizens Asset Management offers model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs global multi-asset class model portfolios incorporating fundamental, quantitative, and technical analysis, with investment management generally conducted on a discretionary basis.

Carlos Cato is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and AT&T. Outside of his advisory role, he serves on the Savannah River Site Citizens Advisory Board, advising on the disposal and cleanup of nuclear waste in his community. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm employs a global multi-asset class approach with discretionary management focused on strategic asset allocation and manager research.

Charles Dickinson Jr. is a CFP® with four years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. His background includes roles at First Citizens Bank and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class approach with discretionary management focused on strategic asset allocation and risk control.

Jennifer Weed is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding a Series 66 designation and 19 years of industry experience. She has worked with First Citizens Asset Management since 2009 and with First Citizens Investor Services, Inc. since 2016. Outside of her advisory role, she maintains a hobby involving breeding and selling goats to manage her herd and obtain goat milk. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs a global, multi-asset investment approach with dynamic asset allocation and ongoing portfolio monitoring.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Brian McBride is a financial advisor at First Citizens Asset Management, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and The Huntington National Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm employs a global multi-asset class investment approach that combines fundamental, quantitative, and technical analysis across various implementation frameworks.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Alexander Andrews is a financial advisor with First Citizens Asset Management, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to his current role, he spent several years with First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists with his wife's e-commerce business, which sells products on eBay. First Citizens Asset Management, Inc. provides sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs model-based, multi-asset class portfolios using a blend of fundamental, quantitative, and technical analysis, with a focus on discretionary investment management and strategic asset allocation.

Jason Burkett is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds a Series 66 credential and has worked within various First Citizens entities since 2013. Outside of his advisory work, he serves as Vice President on the board of the Forest Glen Home Owner's Association. First Citizens Asset Management provides model-based sub-advisory and direct investment services to individuals, trusts, institutions, and municipalities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis, with discretionary management focused on strategic asset allocation and risk control.

Landon Lea is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked extensively with Arvest Wealth Management and its affiliates before joining First Citizens and SVB Wealth in 2025. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm employs a multi-team platform to manage global, multi-asset portfolios using a combination of quantitative and qualitative research and offers discretionary municipal advisory services.

Colleen Dixon is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at Wells Fargo, Bank of America, and PNC Bank. She also serves as an institutional consultant at First Citizens Asset Management, where she advises clients on investment management and retirement plans. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Norman Kirkwood is a financial advisor with First Citizens Investor Services, Inc. in Anderson, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2016 and also serves as an Investment Advisor Representative at First Citizens Asset Management. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies.

Adam Crotts is a financial advisor with First Citizens Asset Management, Inc. in Charleston, SC. He holds the Series 66 and Series 63 designations and has 12 years of industry experience. Crotts has been with First Citizens Asset Management and its affiliated broker-dealer since 2016. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

Alex Yarem is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and serves as an adjunct professor for Campbell University’s graduate program, teaching Advanced Investment Analysis. Prior to joining First Citizens Asset Management in 2026, he worked at various affiliates of First Citizens Bank since 2019. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and institutions. The firm constructs global multi-asset class model portfolios using a combination of fundamental, quantitative, and technical analysis, with discretionary management focused on strategic asset allocation and risk control.