Nikolas Boone is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 licenses. He began his advisory career in 2026 after gaining experience at Country & Lake Life Financial Strategies, LLC, Nylife Securities LLC, and New York Life Insurance Company. Boone’s background also includes four years as a student at Roanoke College and several years of work experience outside the financial industry. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client-centric process led by investment advisor representatives that incorporates multiple analytical methods to allocate assets across various investment vehicles.

Anthony Almeter is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Almeter has been with First Citizens Investor Services since 2018 and has additional experience at First Citizens Bank and State Farm. 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-focused process incorporating fundamental, quantitative, and technical analysis to allocate across multiple asset classes and offers a range of investment and financial planning services.

Erica Korol is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at VALIC Financial Advisors and Agia. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused process combining fundamental, quantitative, and technical analysis across various investment vehicles, with offerings including portfolio management, automated platforms, and tax-aware services.

Adam Hawkins is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 credential and has eight years of industry experience. Prior to joining First Citizens Investor Services in 2024, he worked at Truist Investment Services and BB&T in various advisory roles. First Citizens Investor Services serves individual clients—including high-net-worth individuals—as well as pension plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, emphasizing client-specific financial needs through portfolio management, model portfolios, and tax-aware strategies.

Michael Johnson is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at First Citizens Bank and Wells Fargo. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm combines fundamental, quantitative, and technical analysis to manage portfolios, offering a range of services including model portfolios, a Guided Investing platform, and tax-aware strategies.

Samuel Bryant is a financial advisor at First Citizens Investor Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining First Citizens, he worked at World 50 Inc. for nine years and spent a year at Bryant & Ivie, PLLC. First Citizens Investor Services, Inc. offers advisory and brokerage services to a range of clients including individuals, pension plans, charitable organizations, and businesses. The firm employs a client process centered on financial needs and risk assessments, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset types.

Jeffrey Winneberger is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes roles at First Citizens Bank and SunTrust Investment Services. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led client assessments and uses fundamental, quantitative, and technical analysis in its investment approach.

Eugenia Grimmer is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials with 12 years of industry experience. Her career includes roles at Wells Fargo Clearing and TIAA prior to joining First Citizens Investor Services. She serves on the board of the Pender Sheriff's Charitable Foundation, a nonprofit supporting local law enforcement efforts. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, brokerage services, and financial planning. The firm combines fundamental, quantitative, and technical analysis in client assessments and offers various managed portfolio options alongside tax-aware services.

Kevin Tamson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 27 years of experience. He has been with First Citizens Investor Services since 1999. 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 uses a client-centered process focused on financial needs assessment and diversified asset allocation, offering portfolio management, wrap programs, model portfolios, and tax-aware services.

Jay Wilderman is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC. He holds the Series 63 and Series 65 designations and has 18 years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2011. 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 combining fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Carrie Pedersen is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at The Fidelity Bank and LPL Financial. Outside of her advisory role, she serves on the finance committee of St. Andrews Presbyterian Church in Raleigh, NC. 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 using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Christopher Mckee is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at First Citizens Investor Services since 2022 and at First Citizens Bank since 2021. His prior work includes roles at Chester Golf Club, MST Concrete, Gaston, Marion and Stubbs, Clemson University, and Lewisville School System. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with advisory and brokerage services. The firm emphasizes IAR-led assessments and diversified investment strategies that include fundamental, quantitative, and technical analysis across multiple asset classes.

Heather Adams is a financial advisor with First Citizens Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, as well as prior experience at Target Corporation. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services through its IARs and third-party portfolio managers. The firm employs a client-centered process combining financial need assessments with various analytical approaches to portfolio allocation across multiple asset classes.

John Corcoran is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to joining First Citizens in 2024, he worked at CrossCountry Mortgage and spent nine years in full-time education. 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 emphasizes IAR-led financial assessments and employs a mix of fundamental, quantitative, and technical analysis to allocate investments across equities, fixed income, mutual funds, and ETFs.

Mark Nesbitt is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the First Citizens organization since 2019, with prior experience at Avena Homes. 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 process led by investment advisor representatives to assess financial needs and applies fundamental, quantitative, and technical analysis across a range of investment products.

James Lugo is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Company, IMA Wealth, Inc., and Equitable Distributors, LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing a client process that emphasizes assessments of financial needs and risk tolerance combined with fundamental, quantitative, and technical analysis. The firm offers a range of portfolio management solutions, including managed accounts, wrap programs, and an automated investing platform.

Michael Taylor is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at First-Citizens Bank & Trust Company, Bank of America, Merrill, Edward Jones, and Murphy Family Ventures. He serves on the Board of Directors for the University of North Carolina Wilmington Seahawk Club, assisting in organizational decision making for their athletic student aid initiatives. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm’s investment process integrates fundamental, quantitative, and technical analysis, offering a range of portfolio management solutions and financial planning tailored to varied client needs.

William Gibson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and continues to hold a role at First Citizens Bank. Gibson serves on the boards of United Cerebral Palsy of South Carolina and the Town of Matthews Board of Adjustment. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, utilizing IAR-led assessments and diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Nicholas Engel is a financial advisor with First Citizens Investor Services, Inc. in Omaha, NE, holding the Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, BancWest Investment Services, Inc., and WealthPlan Partners. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by offering advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client-centric process involving assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Stanley Godwin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes tenures at Merrill and Bank of America, N.A. prior to joining First Citizens in 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 led by Investment Adviser Representatives that incorporates fundamental, quantitative, and technical analysis across a range of investment products and offers services such as portfolio management, tax-aware strategies, and financial planning.