Columbia, SC Main Street Office

Katherine Stewart is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at LPL Financial, LLC and CUNA Brokerage Services, Inc., spanning over a decade. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach involves IAR-led assessments and employs a mix of fundamental, quantitative, and technical analysis across various investment products, including portfolio management and tax-aware services.

Gabriel Gonzalez is a Series 66-licensed financial advisor with four years of industry experience. He is currently with First Citizens Investor Services, Inc. and has previously worked at Raymond James Financial Services, Monroe Financial Group, and Motive Technologies. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies various analyses to allocate portfolios across equities, fixed income, mutual funds, and ETFs.

Ronald Chapman is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with First Citizens Investor Services since 2016 and First Citizens Asset Management since 2012. Outside of his advisory role, he serves as treasurer and member of the nonprofit community service organization Alpha Phi Alpha Fraternity Inc. 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 combining fundamental, quantitative, and technical analysis to manage portfolios through various programs, including Unified and Separately Managed Accounts, wrap programs, and automated investing platforms.

Vanya Hines is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked within the First Citizens organization since 2018, including a role at First Citizens Asset Management. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm’s client process involves personalized assessments and diversified portfolio strategies across equities, fixed income, mutual funds, and ETFs.

Adam Davis is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding CFP®, Series 63, and Series 65 designations and bringing 25 years of industry experience. He has been with First Citizens Investor Services since 2016. Outside of his advisory role, Davis is co-owner of an event planning consulting business and serves as chairman of the Stewardship & Finance Committee and board member of the Endowment Board at St. Peters Evangelical Lutheran Church in Lexington, SC. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities by providing advisory and brokerage services. The firm’s process involves advisor-led financial assessments and employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Rachel Summerton is a financial advisor at First Citizens Investor Services, Inc. with five years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with First Citizens Investor Services and First Citizens Bank since 2015. 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 fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Daniel Starling is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at United Brokerage Services, Inc., Credit Union Investment Services, and several SECU-affiliated firms. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Angela Klosterman is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 66 and Series 63 credentials and five years of industry experience. She has worked at First Citizens Bank and First Citizens Investor Services since 2016. Ms. Klosterman serves on the Emerging Leaders Board of Directors for the South Carolina Bankers Association. 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, a Guided Investing platform, Tax Aware services, and financial planning, focusing on client-specific assessments of financial needs, risk tolerance, and time horizon.

Amy Wedll is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at BMO, LPL Financial, and Bank of the West. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, 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, utilizing a client process focused on financial needs, risk tolerance, and time horizon with a combination of fundamental, quantitative, and technical analysis.

Thomas Brunson is a financial advisor at First Citizens Investor Services, Inc. in Columbia, SC, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Citizens Bank and First Citizens Investor Services since 2007. 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 centered on comprehensive financial assessments and utilizes fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Brandon Foster is a CFP® with 20 years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. in Columbia, SC. His prior experience includes roles at Truist Advisory Services and BB&T, where he worked in various capacities from 2013 through 2024. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments and employs a mix of fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Erin Mccaskill is a CFP® with 15 years of industry experience, currently with First Citizens Investor Services, Inc. in Columbia, SC. She has worked with the firm and its affiliated entities since 2014. Mccaskill serves as Treasurer of the Prisma Health Upstate Foundation, a nonprofit providing healthcare services in Greenville and the surrounding community. First Citizens Investor Services, Inc. delivers advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a client-centered process involving comprehensive assessments and applies multiple analytical approaches to portfolio management, offering services such as UMAs, SMAs, wrap programs, model portfolios, and tax-aware strategies.

George Benoit Jr. is a CFP® with 27 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2020. His prior roles include positions at BB&T Securities, BB&T Investments, and BB&T Bank, where he worked from 2009 to 2020. 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 uses a client-focused process that combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.