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.

Melissa Hutson is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at BancWest Investment Services, Inc., LPL Financial, and BMO Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering portfolio management, advisory, and brokerage services through a variety of platforms and strategies. The firm focuses on comprehensive client assessments and uses fundamental, quantitative, and technical analysis to allocate assets across multiple investment types.