Zachary Ziemba is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Brokerage Services, and State Employees' Credit Union. Outside of financial advising, he serves as a Director of Development and board member for the Applied Data Research Institute, a nonprofit focused on data analytics and systems modeling for sustainability and equity. 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 includes IAR-led financial assessments and diversified portfolio management strategies encompassing equities, fixed income, mutual funds, and ETFs.

Daniel Griffin III is a CFP®-certified financial advisor with First Citizens Investor Services, Inc. in Fayetteville, NC, bringing 34 years of industry experience, including over three decades with his current firm. He holds Series 63 and Series 65 licenses and has been with First Citizens Investor Services since 1995. Outside of his advisory role, he is a member and partner in family-owned real estate holding companies. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm provides a range of advisory and brokerage services, emphasizing IAR-led financial assessments and a mix of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

James Martin II is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisory work, Martin is a co-owner of a rental property. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis across various investment types.

Kim Weber is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at First Citizens Investor Services since 2018 and previously was with PNC Investments from 2013 to 2017. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers a range of advisory and brokerage services, employing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Matthew Murphy is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include seven years at SunTrust Advisory Services and six years at Cetera Investment Services. First Citizens Investor Services serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers advisory and brokerage services with a focus on comprehensive financial planning and portfolio management using fundamental, quantitative, and technical analysis.

Amy Howell is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for 15 years at Capital Investment Group, Inc. Outside of her advisory role, Amy is involved in administrative work for a security and fire installation company. First Citizens Investor Services serves a diverse client base, including high-net-worth individuals and institutional entities, offering portfolio management, brokerage services, and financial planning with a client-focused approach that integrates fundamental, quantitative, and technical analysis.

Michael Gottman is a CFP® with eight years of industry experience, currently serving at First Citizens Investor Services, Inc. in San Diego, CA. Prior to joining First Citizens in 2025, he worked at The Vanguard Group, Inc. from 2017 to 2025. He also has a background that includes employment at Goldman Realty and a role at San Diego State University. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client process centered on financial needs assessment and applies fundamental, quantitative, and technical analysis to portfolio allocation across various asset classes.

Michael Mcglinsky is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc., having joined in 2025. His previous roles include positions at Thrivent Financial and Prudential. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across various asset classes.

Todd Tillotson is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Truist Advisory Services, Suntrust Advisory Services, BB&T Securities, and related entities. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of advisory and brokerage services, including portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to guide investment allocations across multiple asset classes.

Rodney Gates is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at LPL Financial, Bank of the West, Bancwest Investment Services, Invest Financial Corporation, and UBS Financial Services. 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 IAR-led assessments and uses fundamental, quantitative, and technical analysis to allocate across various investment vehicles.

Sumner Parham III is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with First Citizens Investor Services since 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, automated investing platforms, and financial planning, utilizing a client process focused on risk tolerance and financial needs assessments with fundamental, quantitative, and technical analysis.

Thomas Cline is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with 23 years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors from 2009 to 2021. Outside of his advisory role, he serves as a board member for the United Way of Roanoke Valley. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm’s client process involves IAR-led assessments to tailor investment allocations using fundamental, quantitative, and technical analysis across various asset classes.

Dalton Nicely is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He has held roles at several firms including Commonwealth Financial Network and New York Life. Outside of advising, he serves as the head wrestling coach at Anthony Wayne High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis across a diversified range of investment options.

Gabriel Gonzalez is a Series 66-licensed financial advisor with four years of industry experience. He is currently with First Citizens Investor Services, Inc. and has previously worked at Raymond James Financial Services, Monroe Financial Group, and Motive Technologies. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies various analyses to allocate portfolios across equities, fixed income, mutual funds, and ETFs.

Nicholas Loeper is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior work includes roles at JP Morgan Securities LLC and First Citizens Investor Services. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm emphasizes comprehensive client assessments and uses various investment strategies across equities, fixed income, mutual funds, and ETFs.

Stephen Holloman Jr. 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. His prior work includes roles at Fidelity Investments and various positions affiliated with North Carolina State University. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to allocate across asset classes and provides a range of portfolio management and financial planning services.

Jodi Scott is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and bringing one year of industry experience. Her prior experience includes roles at State Farm Investment Management Corp, Edward Jones, and several insurance agencies. Outside of finance, she is an artist who creates original paintings on canvas. 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 IAR-led financial assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

David Miller is a financial advisor with First Citizens Investor Services, Inc. in Newport, NC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2011. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, employing a client process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Ricky Sloan is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. His career includes four years at PNC Investments before joining First Citizens Investor Services in 2018. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis across various investment products.

Kelly West is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. She has worked with First Citizens Investor Services and First Citizens Bank since 2016. Outside of her advisory role, West owns an online resale shop and participates in direct/network marketing ventures. First Citizens Investor Services serves a range of clients including individuals, pension plans, and charitable organizations, providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm employs fundamental, quantitative, and technical analysis in portfolio management and offers services such as financial planning, tax-aware strategies, and automated investing platforms.