Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Vernon Moses is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Fidelity Investments, Truist Investment Services, BB&T, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and invests via approved models managed by PNC or third-party strategists.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Amy Orcutt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm uses algorithm-driven risk assessments and approved model strategies managed internally or by third parties, with investments primarily in mutual funds and ETFs.

Phillip Elias is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Bank of America, N.A., and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Henry Cook Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account pilot for PNC Bank employees that uses algorithmic risk assessment and approved model strategies.

Bryan Turnbull is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm utilizes algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily using mutual funds and ETFs.

Jeffrey Glenn is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining PNC Investments in 2021, he worked at several BBVA entities from 2003 to 2021. Outside of finance, he operates Executive Landscaping, a business he has owned since 2002. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist for employees that uses algorithm-driven risk assessments and investment via mutual funds and ETFs managed by PNC or third parties.

Scott Melnick Jr. is a CFP® professional at PNC Wealth Management with 12 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 11 years before joining PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Jose Betancourt is a CFP® professional with 14 years of industry experience. He is currently with PNC Wealth Management and previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. Betancourt owns two non-investment related businesses, Betcha LLC and JABE Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that utilizes algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Brian Hammel is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC Investments since 2009 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven questionnaires to guide investment strategy and employs mutual funds and ETFs with annual rebalancing.

Charles Schwender is a financial advisor at PNC Wealth Management in Frisco, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at PNC Investments LLC, First Horizon Bank, the University of Alabama, and LDV. Schwender’s background also includes several years of full-time education. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digitally delivered, invitation-only discretionary account that uses approved model strategies managed by PNC or third parties. The firm’s approach involves algorithm-driven risk assessment and portfolio rebalancing, with certain operational features delegated to external providers.

David Peyser is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven discretionary model account offered as an employee pilot. The program uses approved model strategies managed by PNC or third-party strategists and primarily invests in mutual funds and ETFs with annual rebalancing.

Cynthia Bittle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and with 32 years of industry experience. She has worked at PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements strategies via mutual funds and ETFs with annual rebalancing.

Georgia Phillips is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm’s approach includes algorithm-driven risk assessment, use of approved model strategies managed by PNC or third parties, and portfolio implementation delegated to external providers.

Goran Tomic is a financial advisor with PNC Wealth Management in Norridge, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Fifth Third Bank, CUNA Mutual Group, BMO Harris Financial Advisors, Citigroup Global Markets, and Merrill. Outside of his advisory work, he serves as an authorized signer for a non-investment related business, Tipperary Door County LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot offering that uses algorithmic risk assessment to recommend investment strategies implemented via approved mutual funds and ETFs.

Parand Baillie is a CFP® professional with seven years of industry experience, currently affiliated with PNC Wealth Management in Las Vegas, NV. Prior to joining PNC Wealth Management, Baillie held roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Premier Trust, and Wells Fargo. Baillie serves on the boards of The Compass, a nonprofit focused on nature-based grounding sites, and Neighborhood Housing Services of Southern Nevada, which works on affordable housing initiatives. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and delegated portfolio management using mutual funds and ETFs.

Marcelo Ubal is a financial advisor at PNC Wealth Management in Miami, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Andbanc Brokerage LLC, Regions Bank, Cetera Investment Services, and Ocean Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio managed via approved model strategies that emphasize mutual funds and ETFs, with annual rebalancing and limited direct client interaction.

John Mann is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithm-driven risk assessment and discretionary management of mutual funds and ETFs. The firm’s approach includes reliance on third-party strategists and investment delegates for portfolio implementation and voting.

Estela Sotelo is a Series 66-credentialed financial advisor with 24 years of industry experience. She is currently with PNC Wealth Management and has previously worked at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary account pilot that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.