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Kathryn V

Series 63, Series 66

Andrews, SC

First Citizens Asset Management, Inc

Kathryn Vause is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked within the First Citizens network since 2015 across several affiliated firms. First Citizens Asset Management offers model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs global multi-asset class model portfolios incorporating fundamental, quantitative, and technical analysis, with investment management generally conducted on a discretionary basis.

Income planning Passive / index investing Active portfolio management Retired
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Wayne H

Series 63, Series 65

Lane, SC

Capital Investment Advisory Services, LLC

Wayne Hill II is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Capital Investment Advisory Services since 2013 and has been involved with Capital Investment Group, Inc. since 1994. Outside of finance, he co-founded Fokker Hill Farm, LLC, an agricultural business selling pecans and trees. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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