Corey Holtz is a financial advisor at First Citizens Investor Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has held previous positions at Truist Advisory Services, TRUIST Investment Services, Inc., and Bb&T Securities, LLC. Outside of his advisory work, he serves as a trustee for a family trust. 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-focused process led by its investment adviser representatives and utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Amber Vaughn is a Series 66-licensed financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. Prior to joining First Citizens Investor Services, she held roles at Havoc Brewing LLC and Equitable Advisors. Vaughn has also worked in education and community organizations, including Roanoke College and the Salem-Roanoke County Chamber of Commerce. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, automated investing platforms, and financial planning, using fundamental, quantitative, and technical analysis to guide investment decisions.

William Johnson is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 66 and Series 63 credentials with 10 years of industry experience. His prior work includes roles at Charles Schwab and Bank of America. 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 combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Michael Lange is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, City National Bank, and Wells Fargo in various capacities. Outside of his financial advisory role, Lange serves as a board member and coach for a girls' youth softball league and has provided baseball and softball lessons. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to guide investment allocation, managing primarily non-discretionary accounts with oversight from an Investment Products Committee.

Candice Trantham is a financial advisor at First Citizens Investor Services, Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at First Citizens Investor Services and First Citizens Bank since 2014. 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 through various investment vehicles, including UMAs, SMAs, and a Guided Investing platform.

Justin Sheik is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at TIAA and Ameriprise Financial Services. He is currently affiliated with First Citizens Investor Services, where he has been employed since 2021. 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-focused process involving assessments of financial needs and risk tolerance, applying fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Scott Angel is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2003. He has also been affiliated with First-Citizens Bank & Trust Company since 2002. 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-centric process led by investment adviser representatives, applying multiple forms of analysis to portfolio allocation across various asset classes.

James Marquis is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. His prior roles include positions at AIG Capital Services, Inc. and Sunamerica Asset Management Corp., as well as work in real estate and cellular sales. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs and risk assessment, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Richard Warren is a Series 66-credentialed financial advisor with six years at First Citizens Investor Services, Inc. and First Citizens Bank combined, and five years of industry experience overall. Prior to joining First Citizens in 2020, he worked at Branch Banking and Trust Co. from 2015 to 2020. Outside of his advisory role, he is the owner of a family-owned LLC that manages personal family assets. 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 offers portfolio management, wrap programs, model portfolios, automated Guided Investing, tax-aware services, and financial planning, utilizing a client process focused on assessments of financial needs and risk tolerance.

Kevin Osborne is a financial advisor at First Citizens Investor Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with SunTrust Investment Services and Sun Trust Bank. He is based in St. Petersburg, FL. 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 a Guided Investing platform, focusing on assessments of client financial needs, risk tolerance, and time horizon.

Stephen Parker is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining First Citizens Investor Services, he worked at First Citizens Bank for nine years and Wells Fargo Bank for three years. He serves as an officer and director on the board of the Johnston Community College Foundation, a nonprofit organization that coordinates private giving to the college. 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 centered on financial need assessments and applies fundamental, quantitative, and technical analysis to portfolio allocation across various asset classes.

William Carr is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and nine years of industry experience. He has been with First Citizens Investor Services since 2017 and has worked at First Citizens Bank since 1995. Carr serves as a board member of Pretty in Pink Since, a nonprofit providing financial assistance to uninsured and underinsured breast cancer patients. First Citizens Investor Services, Inc. offers advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients, employing a client-centered process that includes fundamental, quantitative, and technical analysis across various asset classes. The firm provides portfolio management, wrap programs, model portfolios, and financial planning, with a significant focus on non-discretionary client accounts.

Jonathan Steiner is a CFP® professional with 29 years of industry experience currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. He joined First Citizens Investor Services in 2023 after 11 years with PNC Investments. 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 using fundamental, quantitative, and technical analysis to create investment allocations across various asset classes.

Amy Wedll is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at BMO, LPL Financial, and Bank of the West. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client process focused on financial needs, risk tolerance, and time horizon with a combination of fundamental, quantitative, and technical analysis.

Demaris Arceneaux is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding the Series 66 designation and 13 years of industry experience. Arceneaux has been affiliated with First Citizens Bank and 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, wrap programs, model portfolios, and financial planning, utilizing fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Julia Roberts is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and Wells Fargo Clearing Services. She is based in Charlotte, NC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a client process focused on assessing financial needs, risk tolerance, and time horizon, employing multiple analytical methods to allocate assets across various investment vehicles.

Daneen Gimson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Securities America Advisors. First Citizens Investor Services serves a diverse client base including individuals, pension plans, and charitable organizations, providing a range of advisory and brokerage services such as portfolio management, model portfolios, and financial planning. The firm’s approach employs fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Adrian Woody is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at First Citizens Investor Services since 2016 and has been with First Citizens Bank and Trust since 2008. Outside of his advisory role, he is a co-owner of a single rental property. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of advisory and brokerage services including portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led client assessments and utilizes a combination of fundamental, quantitative, and technical analysis to guide investment allocations.

Nicolino Zullo is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Merrill, TD Private Client Wealth LLC, RBC Capital Markets, and Bank of America. He also serves as president of the Andover Soccer Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, utilizing a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Robert Dykes is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2015 to 2018. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client process focused on financial needs assessment and diversified investment allocation, offering portfolio management, model portfolios, automated investing platforms, and tax-aware services.