Sarah Mathews is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies.

William Albert is a financial advisor with PNC Wealth Management in Virginia Beach, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Suntrust Investment Services, Lions Bridge Financial Advisors, and LPL Financial. He also has twelve years with Baja Services LLC. 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 implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

Nicholas Cortazzo is a Series 66-licensed advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2013. He has 21 years of industry experience. 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 employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

Marc Schrade is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, employee pilot program that uses algorithm-driven model strategies implemented via mutual funds and ETFs.

Nathaniel Fullmer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Primerica Advisors, Crosscountry Mortgage, and Edward Jones. Outside of finance, he is the owner of Cleveland Sauce Company LLC. 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 delegates portfolio implementation to approved strategists.

Daniel Friedlander is a financial advisor with PNC Wealth Management in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BBVA Wealth Solutions, Northwestern Mutual Investment Services, Merrill Edge, and Grand Canyon University. Outside of his advisory work, he is the owner and producer of Aurora Records, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that uses approved model strategies executed via mutual funds and ETFs.

Jessica Mosier is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 66 and Series 65 licenses. She has 13 years of industry experience, including six years at PNC Investments and six years at PNC Capital Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements investments through approved model strategies managed by PNC or third-party strategists.

Heather Baer is a financial advisor with PNC Wealth Management in Hanover, PA, holding a Series 66 designation and 11 years of industry experience. She has been with 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 pilot that uses algorithm-driven risk assessments and managed model strategies executed via mutual funds and ETFs.

Daniel Steinbrunner is a financial advisor with PNC Wealth Management in Greenwood, IN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses approved model strategies managed by PNC or third parties, implemented via mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Jean Thornburg is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist offering for employees. This program uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Brandon Lord is a financial advisor with PNC Wealth Management in Erie, PA, holding a Series 66 designation and six years of industry experience. He has worked at PNC Investments since 2018 and previously was with Haines & Company and Penn State Erie, the Behrend College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees. The firm utilizes algorithm-driven portfolio selection and delegates execution and voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mirko Lazenby is a financial advisor at PNC Wealth Management with 39 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining PNC in 2021, he worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank over an 11-year span. Outside of finance, he is a co-owner of Lazenby Yoga, a yoga class provider in California. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees. The firm’s approach utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and algorithm-driven risk assessment.

Brian Feathers is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Charles Schwab, Regions Bank, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary portfolio strategy accessible via an employee-only pilot. The firm employs algorithm-driven model selection and delegates investment execution and proxy voting to third parties.

Robert Geiger is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include a long tenure at The Vanguard Group and positions at Kestra Advisory and Wealth Advisory Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment account available by invitation to employees with PNC Bank online credentials. The program uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Matthew Anderson is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66, Series 63, and Series 65 licenses and 16 years of industry experience. He previously worked at U.S. Bancorp Investments and US Bank from 2016 to 2024. Anderson has been with PNC since 2026. 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 discretionary model strategies managed by PNC or third parties.

Lindsey Buse is a financial advisor at PNC Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, Illinois Bank & Trust, and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Bryson Seekins is a financial advisor with PNC Wealth Management in Belton, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cadence Wealth Management, Eagle Strategies, NYLIFE Securities LLC, and New York Life. He also serves as Treasurer for the Belton United Wesley Foundation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio platform for employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Shannon Jump is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining PNC Investments LLC in 2023, he worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2023. 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 algorithmic risk assessments and third-party strategists to implement investment models primarily using mutual funds and ETFs.

Jasen Barnhart is a financial advisor with PNC Wealth Management, holding a Series 66 designation and two years of industry experience. He has worked with PNC Investments since 2022 and previously held roles at PNC Bank, Uftring Nissan, and Weaver Ridge Golf Club. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist pilot that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

Walter Scheide Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.