Robert Marquardt is a CFP® with 32 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. He was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. His spouse owns a holistic health business focused on Parkinson’s care. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party management of investments.

Fabrice Choute is a financial advisor at PNC Wealth Management in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and third-party managed investment strategies using mutual funds and ETFs.

Adam Johnson is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Cetera, Peoples Bank of Mt Washington, and WesBanco. Outside of advising, he serves as an umpire/official in a non-investment related capacity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, which implements investment strategies via approved models managed by PNC or third parties and employs mutual funds and ETFs with annual rebalancing.

Stewart Biro is a CFP® professional based in Pittsburgh, PA, with nine years of industry experience. He has been with PNC Investments since 2016. Outside of his financial advisory role, he was involved with South Hills Bible Chapel from 2014 to 2019. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered in an invitation-only employee pilot. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Eric Nelson Jr. is a financial advisor with PNC Wealth Management in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests through approved model strategies managed by PNC or third-party strategists.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Gia Raines is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. She has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Angela Melchor is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, including prior roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessment and third-party managed model strategies.

Renee Ray Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with PNC Wealth Management since 2009. 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 utilizes algorithm-driven risk assessment and delegates portfolio management to approved strategists, employing mutual funds and ETFs with annual rebalancing.

Joseph Soltero is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE Securities LLC, and Chase Investment Services Corp. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based digital programs, serving clients via algorithm-driven portfolio strategies that utilize mutual funds and ETFs with annual rebalancing. The firm’s offerings include an invitation-only discretionary model account accessible to employees with existing PNC Bank online credentials.

Alan Dennis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at U.S. Bank and various PNC entities dating back to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessments and invests through approved model strategies with mutual funds and ETFs.

Natalie Burkhead is a financial advisor at PNC Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2022, following an 11-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to PNC Bank employees. The firm uses algorithmic tools to guide investment strategy and employs third-party managers for portfolio implementation and proxy voting.

Kimberly Cooley is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. She previously worked at Edward Jones for four years and held roles at Instacart and Kroger Company before entering the financial services field. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account managed via approved model strategies using mutual funds and ETFs.

Laura Smith is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investment and PNC Bank since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Ryan Hickey is a financial advisor with PNC Wealth Management in Denver, CO. He holds a Series 66 designation and has nine years of industry experience. Prior to joining PNC in 2026, he worked at Bokf, Na and BOK Financial Securities, Inc., as well as Woodbury Financial Services INC and Next Financial Group, Inc. Outside of his advisory work, he is the lead singer and director of a tribute band called Mode for the Masses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that implements investments via approved strategies managed by PNC or third parties. The program uses mutual funds and ETFs with annual rebalancing and relies on algorithmic risk assessment to select investment models.

Richard Twist is a financial advisor at PNC Wealth Management with 42 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Kimberly Dunn McGrath is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at several firms, including ValMark Securities, Wells Fargo Advisors, Guardian Life Insurance Company, and Park Avenue Securities, before joining PNC Investments. Outside of her advisory role, she owns a short-term rental business called Tortuga Turquesa-The Turquois Turtle. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online, discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessments and approved model strategies managed by PNC or third parties.

Philipp Ballmaier is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Charles Schwab. Outside of his advisory role, he is a freelance writer, a habilitation specialist with Arizona Autism, and a content creator for the YouTube channel Timeless Devotionals. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only pilot for PNC Bank employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kurt Colopy is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC, he worked at Bank of America and Merrill. Outside of finance, he has experience in the hospitality industry, having worked at Gallows Tap Room. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with PNC Bank online‑banking credentials. The firm uses algorithmic risk assessment and delegates investment execution and proxy voting to third parties.

Erin Stamper is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions 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, discretionary digital model account pilot that uses algorithmic selection of investment strategies executed via mutual funds and ETFs. The firm’s approach includes third-party delegation for portfolio implementation and voting, with features tailored to employee participants.