Brian Sherwood is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with First Citizens Bank and First Citizens Investor Services since 2013. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, wrap programs, model portfolios, and a Guided Investing automated platform, using a client process focused on financial needs, risk tolerance, and time horizon with fundamental, quantitative, and technical analysis.

Gabriel King is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. Prior to joining First Citizens Investor Services, he worked at Coastal Federal Credit Union and CUSO Financial Services, LP, and spent six years at the University of Wisconsin-Milwaukee. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-focused process that incorporates fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs.

Robyn Pegram is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. She has worked continuously within the First Citizens organization since 2016, including roles at First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm uses fundamental, quantitative, and technical analysis to guide investment decisions across various asset classes and offers services such as portfolio management, financial planning, and tax-aware strategies.

Lang Mac Bain is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2016. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios across multiple asset classes.

James Page is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior roles include positions at VOYA Financial, Ascensus, and BB&T. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, employing a client process based on assessments of financial needs, risk tolerance, and time horizon. The firm offers portfolio management, wrap programs, automated investing platforms, and tax-aware services.

Benjamin Strickland is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles at First Citizens Bank and the University of South Carolina. 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 focused on assessing financial needs and risk tolerance, using fundamental, quantitative, and technical analysis to guide diversified portfolio allocations.

Walter Jethro is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 65 credentials and has five years of industry experience. His prior work includes positions at BB&T and First Citizens Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services through investment advisory representatives and third-party portfolio managers. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Byron Dechellis is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65, Series 66, and Series 63 licenses and has seven years of industry experience. His prior work includes roles at Wells Fargo Mortgage and Oxbird. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm employs a client-focused approach that incorporates fundamental, quantitative, and technical analysis across various asset classes.

Heather Coley is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Coley has been with First Citizens Investor Services since 2023 and has been employed at First Citizens Bank and Trust since 2006. 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 utilizing fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Cindy Mc Ginniss is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes six years at LPL Financial, LLC and eleven years at KPM Consulting, LLC. 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, risk tolerance, and time horizon to guide portfolio allocation across various asset classes.

Jovany Noy is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bci Securities, Amerant Investments, Amerant Bank, and CITIGROUP. He serves as a finance board member for the Sigma Phi Epsilon Alumni Association and Marist Brothers International, both nonprofit organizations, providing financial guidance on their committees. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-centered process that integrates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Joseph Turecky is a financial advisor with First Citizens Investor Services, Inc. in Boone, NC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with First Citizens Investor Services since 2015. 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’s client process involves assessments of financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Kimberly Russel Bowman is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 66 designations and has 19 years of industry experience, having been with First Citizens Investor Services since 2006. 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 advisor representatives that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Christian Dilorenzo is a financial professional at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cetera Investment Advisor and Cetera Wealth Services, LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing portfolio management, wrap programs, model portfolios, and automated platforms. The firm emphasizes client assessments led by investment adviser representatives to determine financial needs and risk tolerance, employing a range of analytical methods to guide allocations across various asset classes.

Adam Davis is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding CFP®, Series 63, and Series 65 designations and bringing 25 years of industry experience. He has been with First Citizens Investor Services since 2016. Outside of his advisory role, Davis is co-owner of an event planning consulting business and serves as chairman of the Stewardship & Finance Committee and board member of the Endowment Board at St. Peters Evangelical Lutheran Church in Lexington, SC. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities by providing advisory and brokerage services. The firm’s process involves advisor-led financial assessments and employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Rachel Summerton is a financial advisor at First Citizens Investor Services, Inc. with five years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with First Citizens Investor Services and First Citizens Bank since 2015. 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 financial assessments and uses fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Daniel Starling is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at United Brokerage Services, Inc., Credit Union Investment Services, and several SECU-affiliated firms. First Citizens Investor Services 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 employs a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Ricardo Escobosa is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. He has previously worked at The Northern Trust Company and Wells Fargo Bank, accumulating over 18 years of experience in the financial sector. He holds the Series 66 designation. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, focusing on IAR-led client assessments and a mix of fundamental, quantitative, and technical investment analysis.

John Roughen is a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Suntrust Investment Services, and Bison Wealth, LLC. 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 advisory and brokerage services with a range of portfolio management options, automated investing platforms, and financial planning, using a client process that incorporates assessments of financial needs, risk tolerance, and time horizon supported by fundamental, quantitative, and technical analysis.

Woneita Burdno is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining First Citizens Investor Services, she worked at Principal Life Insurance and Principal Securities. Outside of her advisory role, she has worked as a contractor for Instacart, providing grocery shopping and delivery services. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by offering portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis across various investment products.