Melissa Hardee is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she held positions at First Citizens Asset Management, First Citizens Bank, and Bank of America. 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 employs a client process led by investment adviser representatives that includes assessments of financial needs, risk tolerance, and time horizon, using various investment analyses to allocate among equities, fixed income, mutual funds, and ETFs.

Benjamin Strickland is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. He has held roles at First Citizens Bank and the University of South Carolina, among other prior positions. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers advisory and brokerage services with a range of investment options and emphasizes IAR-led client assessments combined with fundamental, quantitative, and technical analysis.

Anna Franks is a financial advisor at First Citizens Investor Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Citizens Investor Services since 2016, following prior employment at First Citizens Bank beginning in 2007. 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 employs a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios using various investment vehicles and platforms.

James Marquis is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. His prior roles include positions at AIG Capital Services, Inc. and Sunamerica Asset Management Corp., as well as work in real estate and cellular sales. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs and risk assessment, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Kyle Jones is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Jones is a band member and base guitarist for Martha's Vault. 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 led by investment advisor representatives, utilizing fundamental, quantitative, and technical analysis across various investment vehicles.

Christopher Lindamood is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and over six years of experience with the firm. He has been affiliated with First Citizens Bank since 2016. 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 led by investment advisor representatives to assess financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis across various asset classes.

Anthony Almeter is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at First Citizens Bank since 2016 and State Farm from 2014 to 2016. 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-centered process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, offering services such as model portfolios, automated investing, and tax-aware strategies.

Christopher Mckee is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Citizens Investor Services since 2022. Prior roles include positions at First Citizens Bank and experience at Chester Golf Club, MST Concrete, and Gaston, Marion and Stubbs. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes.