Quinton Huntley is a financial advisor at First Citizens Investor Services, Inc. in Lancaster, SC, holding Series 65 and Series 63 credentials with one year of industry experience. His background includes roles at First Citizens Bank and entrepreneurial work with Good News Lawn Care. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing a variety of portfolio management strategies and a client process focused on financial needs, risk tolerance, and time horizon assessments.

Richard Kidwell is a CFP® with 21 years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA. His prior experience includes roles at BB&T and its affiliated entities from 2010 to 2020 before joining First Citizens in 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a client-centered process led by investment advisor representatives that incorporates fundamental, quantitative, and technical analyses to manage portfolios across various asset classes.

John Liddicoat is a CFP® with over 32 years of experience in the financial services industry. He has been with First Citizens Investor Services, Inc. since 2017 and previously worked at Saybrus Equity Services, Inc. and Saybrus Partners. Outside of his advisory work, he operates a personal farm where he grows hay and is developing a truffle business. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on portfolio management, financial planning, and tax-aware strategies. The firm emphasizes IAR-led client assessments and a combination of fundamental, quantitative, and technical analysis to manage investments.

Brandon Johnson is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 13 years of industry experience. His prior work history includes multiple roles at Wells Fargo Clearing and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process involving financial needs assessments and applies fundamental, quantitative, and technical analysis to portfolio allocation across various investment types.

Henry Stotz is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles in automotive sales and financial services, and he volunteers with FINADDICTS LLC, a local fishing apparel brand. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services with a client process focused on assessing financial needs and using fundamental, quantitative, and technical analysis across various investment vehicles.

Katie Peeden is a CFP® professional with 11 years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Raleigh, NC. Her career includes positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC before joining First Citizens Bank and its investor services division in 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a client-focused process to assess financial needs and risk tolerance, employing a range of investment analyses to manage portfolios across various asset classes.

Miranda Shelp is a financial advisor at First Citizens Investor Services, Inc. in Greenville, NC, with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at B B & T Bank. In addition to her advisory role, she has been involved with Pitt Community College since 2022. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-focused process led by investment advisor representatives, offering a range of portfolio management options, including automated and tax-aware services.

Vernon Russ is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of finance, he was involved with The Curious Kitchen from 2015 to 2019. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, an automated investing platform, and tax-aware services, focusing on client assessments and a mix of fundamental, quantitative, and technical analysis for asset allocation.

Ashley Fowler is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with eight years of industry experience. She has been with First Citizens Investor Services since 2017 and previously worked at First Citizens Bank from 2015 to 2018. First Citizens Investor Services, Inc. offers advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and risk tolerance, utilizing a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Katherine Stewart is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at LPL Financial, LLC and CUNA Brokerage Services, Inc., spanning over a decade. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach involves IAR-led assessments and employs a mix of fundamental, quantitative, and technical analysis across various investment products, including portfolio management and tax-aware services.

David Durham is a financial advisor with First Citizens Investor Services, Inc. in Sumter, SC, holding a Series 66 designation and bringing eight years of industry experience. He has been affiliated with First Citizens since 1998 in various roles. Outside of his advisory work, Durham serves as president of the Sumter Partnership of USC Educational Foundation and holds board positions with Sumter United Way and a local homeowners association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and tax-aware services, utilizing a client-centered process that combines fundamental, quantitative, and technical analysis.

Michael Mordecai is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. His career includes three years at Edward Jones before joining First Citizens Investor Services in 2021. Mordecai also attended the University of North Carolina at Chapel Hill from 2013 to 2017. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process that uses fundamental, quantitative, and technical analysis to allocate investments across equities, fixed income, mutual funds, and ETFs.

Alexander Talley is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes multiple roles within First Citizens Bank and First Citizens Investor Services, as well as experience at UNC Charlotte. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a focus on comprehensive client assessments and portfolio management that utilizes fundamental, quantitative, and technical analysis.

Karsten Melgaard is a financial advisor with First Citizens Investor Services, Inc. in Moorhead, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at First Citizens Bank and First Citizens Investor Services since 2026 and previously held roles at LPL Financial and Bank of the West. Melgaard is also a notary for the State of Minnesota. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Garrett Major is a financial advisor with First Citizens Investor Services, Inc. He holds the Series 63 and Series 65 licenses and has two years of industry experience. Prior to his advisory role, he worked at First Citizens Bank and spent eight years in education at Lander University and Greenwood High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment process combines fundamental, quantitative, and technical analysis, with offerings that include portfolio management, model portfolios, and tax-aware services.

Jonathan Rosche is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Rosche is based in Christiansburg, VA. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a range of investment approaches, including portfolio management, wrap programs, model portfolios, and automated Guided Investing, with a client process focused on assessing financial needs, risk tolerance, and time horizon.

Jennifer Dauphin Gregg is a financial advisor at First Citizens Investor Services, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for seven years. Outside of her advisory role, she serves as Treasurer of the Old South Plantation Homeowners Association in Timmonsville, SC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a client-centered process that incorporates fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

William Crouch is a financial advisor with First Citizens Investor Services, Inc. in Cayce, SC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at both First Citizens Investor Services and First Citizens Bank since 2023. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm applies fundamental, quantitative, and technical analysis in portfolio management and offers various investment solutions including model portfolios, wrap programs, and a Guided Investing automated platform.

Kenneth Wilson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes nearly a decade at Bb&T and related entities before joining First Citizens in 2020. Outside of his advisory work, he is a co-owner of MSK Farms LLC and MSK Adventures LLC, which are personal family business ventures. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, financial planning, and tax-aware services through a combination of advisory and brokerage solutions. The firm applies fundamental, quantitative, and technical analysis in managing assets and reported over $2.6 billion in client assets as of year-end 2025.

Jessica Batchelor is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 designations and has 19 years of industry experience, including over 20 years with her current firm. Outside of her advisory role, she co-owns a rental property in North Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered approach involving assessments of financial needs and risk tolerance, applying various analytical methods to manage portfolios across equities, fixed income, mutual funds, and ETFs.