Jason Burkett is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds a Series 66 credential and has worked within various First Citizens entities since 2013. Outside of his advisory work, he serves as Vice President on the board of the Forest Glen Home Owner's Association. First Citizens Asset Management provides model-based sub-advisory and direct investment services to individuals, trusts, institutions, and municipalities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis, with discretionary management focused on strategic asset allocation and risk control.

Ashby Simmons is a financial advisor with First Citizens Asset Management, Inc. based in Columbia, SC. He holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining First Citizens Asset Management in 2023, Simmons worked at LPL Financial LLC, CUNA Brokerage Services, Inc., Palmetto Citizens FCU, and Carolina Fine Jewelry. He also serves as an officer/director for a local homeowners association. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform, offering global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Jared Davison is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining First Citizens in 2017, he worked at Lincoln Financial Advisors for four years. Outside of his advisory role, he is involved with the Soda City Outlaws Softball Organization as a coach and administrative manager. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative criteria.

Michele Lowery is a financial advisor at First Citizens Asset Management, Inc. with 10 years of industry experience. She has been with First Citizens in various capacities since 1997, including roles at First Citizens Bank and First Citizens Investor Services. Outside of her advisory work, she serves as a signer on the bank business accounts for The Brickmaster, LLC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and offers global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Brett Blankenship is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with First Citizens Asset Management since 2013 and previously spent 10 years at Blue Marlin LLC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios using a multi-team platform of 33 advisors and approximately $167 million in discretionary assets as of year-end 2024.

Cynthia Williams is a financial advisor at First Citizens Asset Management, Inc. in Columbia, SC, with 12 years of industry experience. She holds the Series 66 designation and has been with First Citizens Asset Management since 2015 and First Citizens Investor Services since 2016. Outside of her advisory role, she is a Mary Kay sales representative. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset portfolios using a multi-team platform and employs a combination of quantitative and qualitative criteria to support discretionary portfolio management.

Daniel Smith is a CFP® with 18 years of industry experience, currently serving as an advisor at First Citizens Asset Management, Inc. in Columbia, SC. He has also been affiliated with First Citizens Investor Services, Inc. and First Citizens Bank since 2012. Smith is a member of the Alumni Advisory Board at Francis Marion University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers a range of multi-asset class model portfolios and emphasizes discretionary investment management through strategic asset allocation and continuous portfolio monitoring.

Michael D'amelio is a Series 66 licensed advisor with First Citizens Asset Management, Inc. in Columbia, SC, with six years of industry experience. He has been with First Citizens Asset Management and First Citizens Investor Services since 2021. Outside his advisory role, D'amelio serves as a 2nd Lieutenant and Commander of a dive team in the South Carolina State Guard and works as a rideshare driver and delivery contractor. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, and institutions. The firm offers global multi-asset class portfolios using fundamental, quantitative, and technical analysis across various implementation frameworks, primarily focusing on discretionary management and strategic asset allocation.

Grant Catoe is a financial advisor at First Citizens Asset Management, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several affiliated firms including First Citizens Bank and ProNvest. Outside of his advisory role, he works part-time as a fry cook for a food truck business. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities. The firm employs a disciplined, multi-asset class approach using fundamental, quantitative, and technical analysis to construct and monitor portfolios.

Zachary Callahan is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services LLC and Precision Genetics. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, and institutional accounts, managing approximately $167 million through a multi-team platform of 33 advisors. The firm constructs global, multi-asset model portfolios with a focus on dynamic asset allocation and ongoing monitoring.