Ricky Whitley is a CFP® with 15 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2026. He has been affiliated with First Citizens Bank and First Citizens Investor Services since 2011. Whitley also teaches financial planning concepts at the Trust Advisors Institute through Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and multi-asset class portfolio construction using a combination of fundamental, quantitative, and technical analysis.

Josh Newman is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Bank for 16 years before joining First Citizens. Outside of his advisory role, he manages a long-term rental condominium property. First Citizens Asset Management, Inc. provides model-based sub-advisory services and direct investment advisory to individuals, trusts, municipalities, and institutions, offering global multi-asset class model portfolios that emphasize strategic asset allocation, manager research, and risk control.

Katherine Gagner is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with six years of industry experience. Her background includes roles at Wells Fargo Bank and Wells Fargo Clearing Services prior to joining First Citizens. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm utilizes a strategic, multi-asset class approach combining fundamental, quantitative, and technical analysis across various investment frameworks.

Charles Dickinson Jr. is a CFP® with four years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. His background includes roles at First Citizens Bank and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class approach with discretionary management focused on strategic asset allocation and risk control.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Cynthia White is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked with various entities affiliated with First Citizens since 2019, as well as previous experience with BB&T from 2008 to 2019. Cynthia serves on the Halifax Community College Foundation Board and its Finance Board committee. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and public institutions. The firm offers multi-asset class portfolios implemented through funds, ETFs, and income-oriented strategies, combining fundamental, quantitative, and technical analysis, and emphasizes discretionary management with strategic asset allocation and manager research.

William Blackwood is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with 18 years of industry experience. He has been with First Citizens Bank and its affiliated entities since 1989, holding roles at First Citizens Investor Services since 2013 and First Citizens Asset Management since 2017. 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 through a multi-team platform of 33 advisors, offering global multi-asset model portfolios with dynamic asset allocation and discretionary management.

Thaddeus Yasunaga is a CFA® charterholder with 10 years of industry experience. He currently works at First Citizens Asset Management, Inc., having joined the firm and its affiliated First Citizens Bank in 2024. His prior experience includes roles at PNC Bank and Busey Capital Management, Inc., where he worked for a decade. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages multi-asset global portfolios using a combination of quantitative and qualitative criteria, serving clients through a platform of 33 advisors.

Craig Letendre is a CFA® charterholder with 10 years of industry experience. He is an Institutional Portfolio Strategist at First Citizens Asset Management, Inc., where he has worked since 2019. Prior to that, he held roles at Parametric Portfolio Associates and Eaton Vance Management. 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 methods.

Justin Marcinkiewicz is a CFA® charterholder with over a year of experience in the financial industry. He currently works at First Citizens Asset Management, Inc., where he has been since 2024, and has been affiliated with First Citizens Bank since 2014. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Charles Johnson is a CFP® with 10 years of industry experience, currently serving at First Citizens Asset Management, Inc. He has held various roles within First Citizens-affiliated entities since 2013 and previously worked at PNC Bank and its affiliates from 2020 to 2024. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Kenneth Duncan is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63, 65, and 66 credentials and offering 30 years of industry experience. His prior roles include various positions at PNC Bank and its affiliates. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions, using global multi-asset class model portfolios that combine fundamental, quantitative, and technical analysis.

Phillip Neuhart is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with First Citizens Asset Management since 2017 and also maintains roles with First Citizens Bank and First Citizens Investor Services. In addition to his advisory duties, he serves as a Portfolio Strategist for Institutional Business within his firm. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, charitable organizations, and municipalities. The firm offers global multi-asset class model portfolios through various implementation frameworks, combining fundamental, quantitative, and technical analysis with strategic asset allocation and ongoing risk management.

Charles Mc Callum III is a CFP® with 27 years of industry experience, currently serving at First Citizens Asset Management, Inc. He previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and SunTrust. He serves on the boards of SVB Wealth and First Citizens Asset Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions, offering a range of multi-asset class portfolios monitored regularly by its board.

Brent Ciliano is a CFA® charterholder with 26 years of industry experience. He is currently affiliated with First Citizens Asset Management, Inc. and serves as a supervisory principal at SVB Wealth, a wholly owned subsidiary of First Citizens Bank. Brent also serves on the board of directors for First Citizens Asset Management, focusing on portfolio construction and investment selection. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm offers multi-asset class portfolios using fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Benjamin Ingram is a financial advisor at First Citizens Asset Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Cuna Mutual Group. 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.

Eraine Parker is a financial advisor at First Citizens Asset Management, Inc. with 30 years of industry experience. Parker holds Series 63 and Series 65 licenses and has held roles at several firms including M. S. Howells & Co. and EF Legacy Securities, LLC. Outside of investment advisory, Parker is the president and owner of Byond Compliance LLC, providing regulatory compliance consulting and training. 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 employs a global multi-asset class approach that integrates fundamental, quantitative, and technical analysis through discretionary management and periodic portfolio rebalancing.

Christopher Bettis is a CFP® with 25 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2025. He has been affiliated with the broader First Citizens organization, including First Citizens Investor Services and First Citizens Bank, since 2016. First Citizens Asset Management, Inc. 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 utilizes fundamental, quantitative, and technical analysis within discretionary investment management.

Robert Spires Jr. is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with First Citizens Asset Management since 2007 and First Citizens Investor Services since 2016. Outside of his advisory role, he is a partner at Relentless Training Corps, a personal and group fitness training and conditioning business. 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 portfolios with dynamic asset allocation and access to third-party managers.

Dillon Smith is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Citizens, he worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, Smith serves as Vice President on the board of a homeowners association and provides athletic training services at sporting events. First Citizens Asset Management, Inc. offers model-based sub-advisory and direct investment advisory services to a variety of clients including individuals, trusts, estates, municipalities, and institutions. The firm focuses on multi-asset class portfolios using fundamental, quantitative, and technical analysis, with emphasis on strategic asset allocation and periodic rebalancing.

Austin Pruitt is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at BB&T Retirement & Institutional Services and Ascensus. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs a global multi-asset class approach with discretionary management focused on strategic asset allocation, manager research, and risk control.

Jonathan Huss is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, holding a Series 65 credential with 10 years of industry experience. He has worked at First Citizens Asset Management since 2016 and has been with First Citizens Bank & Trust Company since 2014. Outside of his advisory role, he is involved in a rental property business. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm employs a multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis within discretionary portfolio management.

Michael Wilson is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with 21 years of industry experience. He holds the Series 66 designation and has worked at First Citizens Bank and First Citizens Investor Services since 2013. Wilson also serves as an officer and director at First Citizens Asset Management in a non-paid role. 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 of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks with ongoing monitoring and dynamic asset allocation.

Steven Colford is a financial advisor with First Citizens Asset Management, Inc., holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Ascensus, LPL Financial, and Wake County Public Schools. He has been with First Citizens Asset Management since 2026. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions. The firm constructs global multi-asset class model portfolios using a combination of fundamental, quantitative, and technical analysis, with an emphasis on discretionary management and strategic asset allocation.