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Francis M

Series 63, Series 66

Bardstown, KY

PNC Wealth Management

Francis Medley is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 10 years of industry experience. His career includes roles at JPMorgan and U.S. Bancorp Investments. He is based in Bardstown, KY. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and approved model strategies managed or delegated by PNC and third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Jeremy C

Series 66

Missouri City, TX

PNC Wealth Management

Jeremy Cacciatore is a financial advisor with PNC Wealth Management in Missouri City, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, Cadence Bank, and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary digital offering currently available as an invitation-only pilot for employees with PNC Bank online-banking credentials. The firm utilizes algorithm-driven risk assessments and implements portfolios via approved model strategies using mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Michael J

CFP®, Series 66, Series 63

Live Oak, FL

PNC Wealth Management

Michael Jones is a CFP® professional with 11 years of experience in the financial services industry. He is currently with PNC Wealth Management and has prior experience at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he operates a tutoring service called Michael Jones Tutoring Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists for portfolio management.

Passive / index investing Active portfolio management Wealth management Executive
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John F

Series 66

Wilmington, DE

PNC Wealth Management

John Fisher is a Series 66-licensed financial advisor with PNC Wealth Management in Wilmington, DE, where he has worked since 2011. He has 23 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Juan V

Series 66

Plainfield, IL

PNC Wealth Management

Juan Viamontes Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved mutual fund and ETF strategies managed or delegated to third parties, with a focus on model-driven portfolio implementation and annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Joseph R

Series 63, Series 66

N. Olmsted, OH

PNC Wealth Management

Joseph Redmon is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with PNC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering for employees. The firm utilizes approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing and no individual security trading or margin use.

Passive / index investing Active portfolio management Wealth management Executive
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Alexander H

Series 66

Perryville, MD

PNC Wealth Management

Alexander Henne is a financial advisor at PNC Wealth Management with a Series 66 designation and one year of industry experience. Prior to joining PNC Investments LLC, he held various roles including positions at Montgomery County Public Schools, One-Campaign, and Allegheny College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven risk assessment and delegated portfolio management using mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Jaime S

Series 63, Series 66

Nashville, TN

PNC Wealth Management

Jaime Settles is a financial advisor at PNC Wealth Management in Nashville, TN, with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch Pierce Fenner Smith and Raymond James Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments to recommend investment models implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Daniel G

Series 66

Ft. Myers, FL

PNC Wealth Management

Daniel Grabowski Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo, where he worked from 2016 to 2022. He is based in Ft. Myers, Florida. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy offering for employees. The firm uses algorithmic questionnaires to guide investment models composed of mutual funds and ETFs, with portfolio implementation handled by third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Adam K

Series 63, Series 65

Akron, OH

PNC Wealth Management

Adam Kenley is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees, which uses algorithm-driven risk assessments to select approved investment strategies implemented with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Juan B

CFP®, Series 66

Frederick, MD

PNC Wealth Management

Juan Barrowes is a Certified Financial Planner (CFP®) and holds a Series 66 designation, with 32 years of industry experience. He has been with PNC Investments since 2007 and is based in Frederick, MD. Barrowes is affiliated with PNC Wealth Management, a firm providing retail brokerage and advisory services through model-based programs. The firm offers an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Sean M

Series 66

Coral Gables, FL

PNC Wealth Management

Sean Manning is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and FedEx Corporation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Aaron A

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Aaron Adrian is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic questionnaires to recommend risk bands and employs third-party firms for portfolio execution.

Passive / index investing Active portfolio management Wealth management Executive
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Michael M

Series 66

Charlotte Hall, MD

PNC Wealth Management

Michael Moreland is a financial advisor with PNC Wealth Management holding a Series 66 designation and 17 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and managed portfolios with mutual funds and ETFs. This offering is currently an invitation-only pilot available to PNC employees.

Passive / index investing Active portfolio management Wealth management Executive
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Sean H

Series 63, Series 65

Baltimore, MD

PNC Wealth Management

Sean Hull is a financial advisor with PNC Wealth Management in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC since 2010. Outside of his advisory work, he serves as a men's college basketball referee on a part-time basis as an independent contractor. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and uses mutual funds and ETFs managed by PNC or third parties, with portfolio implementation delegated to external managers.

Passive / index investing Active portfolio management Wealth management Executive
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Kyle H

Series 63, Series 65

New Castle, DE

PNC Wealth Management

Kyle Hennessy is a financial advisor with PNC Wealth Management in New Castle, DE, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with PNC Investments since 2017, following roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, N.A. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees, which uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Lawrence T

Series 66

Palm City, FL

PNC Wealth Management

Lawrence Trendell is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked with PNC investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary online account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Renee A

Series 63, Series 66

East Brunswick, NJ

PNC Wealth Management

Renee Archoleka is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 20 years before joining PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Gwendolyn R

Series 63, Series 65

Charlotte Hall, MD

PNC Wealth Management

Gwendolyn Rothrock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The firm employs approved model strategies with mutual funds and ETFs, using algorithmic tools for risk assessment and annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Kristopher S

Series 63, Series 65, Series 66

Chicago, IL

PNC Wealth Management

Kristopher Samiec is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2011 and holds the Series 63, Series 65, and Series 66 designations. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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