Eric Cohen is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024 before joining his current firm. 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 process focused on financial needs assessments and applies fundamental, quantitative, and technical analysis to manage diversified portfolios using equities, fixed income, mutual funds, and ETFs.

Traci Diblasio is a CFP® with 25 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2018. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, automated investing platforms, and tax-aware services, with a client process focused on financial needs, risk tolerance, and a combination of fundamental, quantitative, and technical analysis.

William Smith is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co., First Citizens Bank, and Northwestern Mutual. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse clientele including individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing both fundamental and quantitative analyses to manage assets primarily through non-discretionary client arrangements.

Haley Mckenna is a financial advisor at First Citizens Investor Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab & Co., Inc. and SVB Wealth, LLC. Haley also serves as a Senior Compliance Analyst at First Citizens Asset Management, Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Marcus Richbourg is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, he has worked at firms including UBS Financial Services and Wells Fargo Advisors. Outside of finance, he has worked in radio broadcasting with roles at Dick Broadcasting Company and Radio One. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management solutions and employs a client process that incorporates fundamental, quantitative, and technical analysis to guide investment allocations.

Warren Sypinero is a CFP® and CFA® with 15 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Beverly Hills, CA. His career includes roles at Fidelity Brokerage Services LLC, Union Bank, TIAA, and TIAA-CREF. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis across a range of investment products including equities, fixed income, mutual funds, and ETFs.

Edward Harris is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with First Citizens Investor Services, Inc., where he has worked since 2019. Prior to this, he spent 19 years at Valic Investment Services Company. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through a variety of portfolio management solutions and financial planning. The firm’s client process focuses on assessing financial needs, risk tolerance, and time horizon to allocate assets using fundamental, quantitative, and technical analysis.

Adam Dinkins is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Ally Invest Advisors and Wells Fargo Clearing. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering advisory and brokerage services with a client process focused on IAR-led assessments and diversified investment strategies across equities, fixed income, mutual funds, and ETFs.

Marcus Atkinson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with First Citizens Investor Services since 2012. Outside of his advisory role, he serves as a director helping set up youth summer football camps and is contracted with USA Track & Field as a coach and referee. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm offers portfolio management, wrap programs, model portfolios, an automated guided investing platform, and tax-aware services, focusing on client-driven assessments and a mix of fundamental, quantitative, and technical analysis for asset allocation.

Dimitri Tcherkassov is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Chase Bank and StormGuard Restoration before joining First Citizens. 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 businesses. The firm utilizes a client-centered approach with fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Amanda Cox is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked within First Citizens Bank and its investment services affiliate since 2007. 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 process led by investment adviser representatives that includes financial needs assessment and diversified portfolio allocation using fundamental, quantitative, and technical analysis.

Jay Vagnini is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., TD Private Client Wealth LLC, and First Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm emphasizes IAR-led client assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios.

Alan Gray is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC. He holds a Series 66 designation and has 21 years of industry experience, including roles at First Citizens Asset Management, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as President of the Board for both the Porter Ridge Athletic Association and the Union County Youth Soccer Program. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and tax-aware services, utilizing fundamental, quantitative, and technical analysis to guide investment allocations.

Virginia Lee is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with First Citizens in various capacities since 2007. 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 fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Kimberly Carpenter is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with First Citizens Investor Services since 2005. Outside of her advisory role, Kimberly works as an aerobic instructor at a YMCA in Albemarle, NC. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities, offering advisory and brokerage services through a variety of portfolio management options and financial planning. The firm’s investment process involves comprehensive assessments of client needs and risk tolerance, utilizing fundamental, quantitative, and technical analyses to allocate assets across multiple investment types.

Aagat Pandey is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing one year of industry experience. Prior to joining First Citizens in 2025, Pandey worked at Fidelity Investments and has held various roles outside the financial industry. 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 assessments and uses fundamental, quantitative, and technical analysis to manage portfolios that include equities, fixed income, mutual funds, and ETFs.

Michael Hinz is a financial advisor at First Citizens Investor Services, Inc. in High Point, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2010. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, providing advisory and brokerage services with a focus on IAR-led financial needs assessments and diversified portfolio management strategies.

Amy Chapin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and 9 years of industry experience. She has been with First Citizens Investor Services and First Citizens Bank since 2012 in various roles. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm uses a client-centered process emphasizing assessments of financial needs and risk tolerance, applying multiple analytical approaches to manage diversified portfolios.

Troy Fairbank is a financial advisor with First Citizens Investor Services, Inc. in Durham, NC, holding a Series 66 designation and 20 years of industry experience. He has been with First Citizens Investor Services since 2008. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm’s approach involves IAR-led assessments of client financial needs and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Ryan Ferguson is a CFP® with 10 years of industry experience, currently with First Citizens Investor Services, Inc. since 2022. He previously worked at LPL Financial LLC and UBS Financial Services Inc. 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 process based on financial needs assessment and risk tolerance, utilizing fundamental, quantitative, and technical analysis across various investment vehicles.