Joshua Alford is a CFP® with five years of industry experience, currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. His prior experience includes roles at First Citizens Asset Management, Fidelity Investments, MML Investors Services, LLC, and MassMutual Life Insurance Company. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of portfolio management and financial planning solutions utilizing fundamental, quantitative, and technical analysis.

William Robbins is a financial advisor with First Citizens Investor Services, Inc. He holds the Series 65 and Series 63 credentials and has seven years of industry experience. Prior to his current role, Robbins worked at First Citizens Bank and served in positions at the City of Rock Hill and Francis Marion University. 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 business entities. The firm offers portfolio management, wrap programs, model portfolios, and automated investing platforms, relying on a client process that evaluates financial needs and risk tolerance to guide investments across various asset classes.

Paige Barham is a financial advisor with First Citizens Investor Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. She has been affiliated with First Citizens Investor Services since 2015 and with First Citizens Bank since 2013. Outside of her advisory role, Barham serves as a board member of the Botetourt County Chamber of Commerce. 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 involving financial needs assessments and a mix of fundamental, quantitative, and technical analyses to manage diverse investment portfolios.

Travis Wilder is a financial advisor with First Citizens Investor Services, Inc. in Wilmington, NC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with First Citizens Bank and its affiliate First Citizens Investor Services since 2007 and 2015, respectively. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-centered process involving risk and needs assessments, applying various analyses to allocate across multiple asset classes and offers a range of portfolio management and financial planning solutions.

Adrian Orozco is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at BB&T (now Truist) and First Citizens Bank. Outside of his advisory role, he co-manages a rental property with his spouse. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm’s investment approach includes comprehensive client assessments and employs fundamental, quantitative, and technical analysis across various asset classes, offering services such as portfolio management, financial planning, and tax-aware strategies.

Scott Soenen is a financial advisor at First Citizens Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including TD Bank, Truist Investment Services, Wells Fargo, and Northwestern Mutual. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through Investment Adviser Representatives and third-party Portfolio Managers. The firm’s approach integrates fundamental, quantitative, and technical analysis to manage portfolios across a range of asset types.

Adam Pyle is a financial advisor with First Citizens Investor Services, Inc. in San Francisco, CA. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His prior work includes 14 years at First Republic Securities and First Republic Bank, followed by two years at J.P. Morgan Securities before joining First Citizens. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Kyle Jones is a financial advisor with First Citizens Investor Services, Inc. in Moncks Corner, SC, holding Series 63 and Series 65 licenses. He has four years of industry experience, all with First Citizens Bank and its affiliated investment services firm. Outside of finance, Kyle performs as a bass guitarist in a band called Martha's Vault. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, financial planning, and tax-aware services, employing a client process that assesses financial needs and risk tolerance to guide investment allocations.

Jason Kelley is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Renegade Bee Company and rideshare companies Lyft and Uber. He has been affiliated with First Citizens Bank since 2009. First Citizens Investor Services serves a diverse client base, including individuals, pension plans, and charitable organizations, offering portfolio management, automated investing platforms, and financial planning. The firm emphasizes IAR-led client assessments and utilizes fundamental, quantitative, and technical analysis to guide investment allocation.

Gina Rogers is a financial advisor with First Citizens Investor Services, Inc. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining First Citizens Investor Services in 2024, she worked at First Citizens Bank and SunTrust Bank, and also has experience with the Saluda County School District One. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client-centered process that includes assessments of financial needs, risk tolerance, and time horizon, applying various analyses to allocate assets among equities, fixed income, mutual funds, and ETFs.

John Mathis is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, holding Series 65 and Series 63 credentials with five years of industry experience. He has been with First Citizens Investor Services since 2020 and has also worked at First Citizens Bank since 2013. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services. The firm uses IAR-led assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Gianluca Paci is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at LPL Financial, Bank of the West/BMO, and BancWest Investment Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client process centered on assessing financial needs, risk tolerance, and time horizon.

Kevin Harper is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at First Citizens Investor Services and First Citizens Bank, as well as positions at Princor Financial Services Corporation and Principal Life Insurance Company. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, wrap programs, model portfolios, an automated Guided Investing platform, and tax-aware services, focusing on client assessments led by investment advisor representatives and employing a mix of fundamental, quantitative, and technical analysis.

Christopher Lindamood is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 credentials and over six years of experience in advisory services. He has been with First Citizens Investor Services since 2020 and has an additional tenure at First Citizens Bank dating back to 2016. 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 corporate entities. The firm employs a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes and offers services including model portfolios, wrap programs, and tax-aware financial planning.

Samia Rizk is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes over a decade at SunTrust Bank and its affiliated investment services before joining First Citizens in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through advisory and brokerage services. The firm utilizes IAR-led financial assessments and a range of investment strategies including portfolio management, wrap programs, and automated Guided Investing, managing predominantly non-discretionary client assets.

Jeffery Peschel is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has worked at First Citizens Investor Services since 2014. 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 corporate/business entities. The firm offers portfolio management, wrap programs, model portfolios, a Guided Investing platform, and tax-aware financial planning, utilizing a client process focused on assessing financial needs, risk tolerance, and time horizon.

Patricia Rusu is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Her prior experience includes roles at Morgan Stanley Private Bank and RBC Capital Markets. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, and automated investing platforms, focusing on client financial needs, risk tolerance, and diversified asset allocation.

Robin Miller is a financial advisor at First Citizens Investor Services, Inc. in Winston-Salem, NC, holding Series 65 and Series 63 credentials with 26 years of industry experience. He has been with First Citizens Investor Services since 2014 and with First Citizens Bank since 2012. Miller serves as an uncompensated board member for several local cultural and community organizations, including Kaleidum Children's Museum, Piedmont Opera Theatre, and the Arts Council of Winston-Salem Forsyth County. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to guide investment allocations across various asset classes.

David Mallory is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. He has been with First Citizens Investor Services since 2003. 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 corporate entities. The firm utilizes a client-focused process led by investment advisor representatives, applying fundamental, quantitative, and technical analysis across various investment vehicles.

Timothy Caulder is a financial advisor with First Citizens Investor Services, Inc. in Myrtle Beach, SC. He holds Series 63 and Series 66 credentials and has eight years of industry experience. His prior work includes roles with Primerica Advisors and service in the United States Navy and Navy Reserve. Additionally, he is involved in the sale of loan products and home-related services through affiliated firms. First Citizens Investor Services serves a range of clients, including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services with a variety of portfolio management and financial planning options. The firm emphasizes comprehensive client assessments and employs multiple analytical approaches to asset allocation.