John Liddicoat is a CFP® with over 32 years of experience in the financial services industry. He has been with First Citizens Investor Services, Inc. since 2017 and previously worked at Saybrus Equity Services, Inc. and Saybrus Partners. Outside of his advisory work, he operates a personal farm where he grows hay and is developing a truffle business. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on portfolio management, financial planning, and tax-aware strategies. The firm emphasizes IAR-led client assessments and a combination of fundamental, quantitative, and technical analysis to manage investments.

Katie Peeden is a CFP® professional with 11 years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Raleigh, NC. Her career includes positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC before joining First Citizens Bank and its investor services division in 2021. 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 businesses. The firm uses a client-focused process to assess financial needs and risk tolerance, employing a range of investment analyses to manage portfolios across various asset classes.

Vernon Russ is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of finance, he was involved with The Curious Kitchen from 2015 to 2019. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, an automated investing platform, and tax-aware services, focusing on client assessments and a mix of fundamental, quantitative, and technical analysis for asset allocation.

Kenneth Wilson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes nearly a decade at Bb&T and related entities before joining First Citizens in 2020. Outside of his advisory work, he is a co-owner of MSK Farms LLC and MSK Adventures LLC, which are personal family business ventures. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, financial planning, and tax-aware services through a combination of advisory and brokerage solutions. The firm applies fundamental, quantitative, and technical analysis in managing assets and reported over $2.6 billion in client assets as of year-end 2025.

Eric Cohen is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024 before joining his current firm. 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 financial needs assessments and applies fundamental, quantitative, and technical analysis to manage diversified portfolios using equities, fixed income, mutual funds, and ETFs.

Edward Harris is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with First Citizens Investor Services, Inc., where he has worked since 2019. Prior to this, he spent 19 years at Valic Investment Services Company. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through a variety of portfolio management solutions and financial planning. The firm’s client process focuses on assessing financial needs, risk tolerance, and time horizon to allocate assets using fundamental, quantitative, and technical analysis.

Ryan Ferguson is a CFP® with 10 years of industry experience, currently with First Citizens Investor Services, Inc. since 2022. He previously worked at LPL Financial LLC and UBS Financial Services Inc. 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 based on financial needs assessment and risk tolerance, utilizing fundamental, quantitative, and technical analysis across various investment vehicles.

Todd Tillotson is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Truist Advisory Services, Suntrust Advisory Services, BB&T Securities, and related entities. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of advisory and brokerage services, including portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to guide investment allocations across multiple asset classes.

Sumner Parham III is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with First Citizens Investor Services since 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, automated investing platforms, and financial planning, utilizing a client process focused on risk tolerance and financial needs assessments with fundamental, quantitative, and technical analysis.

Nicholas Loeper is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior work includes roles at JP Morgan Securities LLC and First Citizens Investor Services. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm emphasizes comprehensive client assessments and uses various investment strategies across equities, fixed income, mutual funds, and ETFs.

Ricky Sloan is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. His career includes four years at PNC Investments before joining First Citizens Investor Services in 2018. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis across various investment products.

Neil Firth is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Merrill for 15 years before joining First Citizens in 2016. Outside of his advisory role, Firth serves as the Treasurer and an officer on the Parent Board of the Cape Fear Center of Inquiry, a charter school in Wilmington, NC. 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/business entities. The firm utilizes a client-centered approach incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Robert Dickinson is a CFP®-credentialed financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He has 30 years of industry experience and has been with First Citizens since 2010. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate entities, providing both advisory and brokerage services. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios across various asset classes.

Debra Allen is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with 22 years of industry experience. She has worked at First Citizens Investor Services since 2004 and at First-Citizens Bank & Trust Company since 2003. 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-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Lang Mac Bain is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2016. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios across multiple asset classes.

Dan Thomason III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 21 years of industry experience. He has been with First Citizens Investor Services since 2005. Outside of his advisory role, he owns several rental properties in North Carolina, which are managed by third parties. First Citizens Investor Services provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a comprehensive client assessment process and a mix of fundamental, quantitative, and technical analysis to guide investment allocations across various asset classes.

Kenneth Marsh is a CFP® professional with 23 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. He has been with First Citizens Investor Services and First Citizens Bank since 2011. 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-focused process guided by Investment Advisor Representatives, offering portfolio management, model portfolios, and tax-aware services.

Timothy Sumner is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with First Citizens Investor Services since 2014. Outside of his advisory role, he serves as a board member of the Sampson County Soccer Club and is president of the Clinton High School Booster Club. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services through individual advisors and third-party portfolio managers. The firm utilizes a client-focused process involving financial need assessments and applies fundamental, quantitative, and technical analysis to manage diversified portfolios.

William Norman IV is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Norman has been with First Citizens in various roles since 2018. He serves on the board of The Fisher Oil Company as a trustee, participating in shareholder meetings related to the oil and gas market and company financials. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services featuring portfolio management, a Guided Investing platform, tax-aware services, and financial planning, employing a client process that emphasizes tailored assessments and diversified investment strategies.

Patrick Lane is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at First Citizens Investor Services since 2018, with prior roles at Pearl Staffing and Oyster Consulting. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through investment advisory representatives and third-party portfolio managers. The firm employs a client process focused on assessing financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.