Korene Marsh is a CFP® with 31 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2002. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages OverTime LLC, a rental business involving a boat slip and condominium. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client-centered process that incorporates fundamental, quantitative, and technical analysis.

Felicia Stitt is a financial advisor at First Citizens Investor Services, Inc. with five years of industry experience. She holds the Series 66 credential and has previously worked at Equitable Advisors and First Citizens Bank. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and businesses, offering a range of advisory and brokerage services such as portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis to investment decisions.