Mark Eley is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding a Series 66 designation and bringing nine years of industry experience. He has been with First Citizens Investor Services since 2016 and has a longer tenure with First Citizens Bank dating back to 2004. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis in its investment process.

James Page is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior roles include positions at VOYA Financial, Ascensus, and BB&T. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, employing a client process based on assessments of financial needs, risk tolerance, and time horizon. The firm offers portfolio management, wrap programs, automated investing platforms, and tax-aware services.

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.

Marie Jose Bettis is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes extensive tenure at BB&T and its affiliated entities from 2006 to 2021, followed by roles at Truist Advisory Services and First Citizens since 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client-centered process guided by IAR-led assessments and offers a range of portfolio management options, including automated platforms and tax-aware services.

Sara Downing is a Series 66-licensed financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, with one year of industry experience. She has previously held roles at First Citizens Bank & Trust Company, Entegra Bank, and Synovus Bank, totaling over a decade in financial services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm uses a client-centered approach that integrates fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.