Kelly Cooper is a CFP® with 33 years of industry experience. He is currently affiliated with First Citizens Investor Services, Inc. and has previously worked at LPL Financial and BMO Bank NA, where he held the position of Vice President and Market Leader. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers diverse investment solutions, including portfolio management, model portfolios, and tax-aware services, with a client process focused on assessing financial needs and applying multiple analytical approaches to asset allocation.

Jeffery Maynard is a financial advisor with First Citizens Investor Services, Inc. in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes longtime roles at BancWest Investment Services and Bank of the West. Outside of his advisory work, he is involved with Road Wolf Motorcycle Specialties, a motorcycle-related business in Fargo. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients, using a client-focused process that incorporates fundamental, quantitative, and technical analysis to manage diversified portfolios.