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Allison S

Series 63, Series 65

Fort Wayne, IN

PNC Wealth Management

Allison Siegel is a financial advisor with PNC Wealth Management in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at various PNC entities and Fifth Third Securities since 2007. Outside of her advisory role, she is involved with Balance Quickbooks and Kimmel Fabrication Studios, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model portfolio that uses 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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Erik L

Series 66

Lancaster, PA

PNC Wealth Management

Erik Laymon is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Align Wealth Strategies for a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio recommendations and third-party portfolio implementation.

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

Series 63, Series 66

Madison, AL

PNC Wealth Management

James Hyde is a financial advisor with PNC Wealth Management in Madison, AL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at BBVA Compass and BBVA Securities, where he worked for nearly two decades before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation that uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs.

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

Series 63, Series 65

Crawfordsville, IN

PNC Wealth Management

Torey Rauch is a financial advisor with PNC Wealth Management in Crawfordsville, Indiana, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he is the owner of Tillable Farmland, an agricultural enterprise. 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 uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Thomas D

Series 66

Bensalem, PA

PNC Wealth Management

Thomas Dawson is a Series 66 licensed advisor with PNC Wealth Management in Bensalem, PA, and has 22 years of industry experience. He has worked at PNC Investments LLC since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot that uses algorithmic risk assessments and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

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

Series 65, Series 63

Monroeville, PA

PNC Wealth Management

Evan Horsley is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

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

Series 66

Blue Bell, PA

PNC Wealth Management

Andrew Kotulka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

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

Series 63, Series 65

Sykesville, MD

PNC Wealth Management

Daniel Bernstein is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 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 an invitation-only digital strategy pilot that uses algorithmic risk assessment and implements investments via approved model portfolios managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Jennifer L

Series 66

Charlotte, NC

PNC Wealth Management

Jennifer Lewis is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments since 2018, following previous roles at LPL Financial and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.

Passive / index investing Active portfolio management Wealth management Executive
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Steven Z

Series 63, Series 65, Series 66

Hudson Oaks, TX

PNC Wealth Management

Steven Zarkivach is a financial advisor with PNC Wealth Management in Weatherford, TX, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank between 2013 and 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation. The firm employs algorithm-driven risk assessment and relies on third-party strategists for portfolio implementation and proxy voting.

Passive / index investing Active portfolio management Wealth management Executive
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Thomas D

Series 66

Cincinnati, OH

PNC Wealth Management

Thomas Dynes is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary model account. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an algorithm-driven enrollment process.

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

Series 63, Series 66

Avon, IN

PNC Wealth Management

Tom Hornak is a financial advisor with PNC Wealth Management in Avon, Indiana, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic selection of investment strategies managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Janet Gubanic is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes multiple roles within PNC Investments since 2006, as well as positions at WesBanco Securities Inc and Key Investment Services, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary portfolio strategy available to select employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio execution to approved third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Barbara N

Series 63, Series 65

Clarendon Hills, IL

PNC Wealth Management

Barbara Natale is a financial advisor at PNC Wealth Management with 35 years of industry experience. She holds Series 63 and Series 65 licenses and 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 portfolio strategy pilot for employees that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

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

Series 66

Simpsonville, SC

PNC Wealth Management

Jerrell Smith is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones and Neighborhood Legal Services Association before joining PNC Investments. Prior to his financial advisory career, he worked at The GAP for 13 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 66

Taylor, TX

PNC Wealth Management

Tamara Friar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and invests via approved model strategies involving mutual funds and ETFs.

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

Series 63, Series 66

Columbia, MD

PNC Wealth Management

Christopher Brian is a financial advisor at PNC Wealth Management in Columbia, MD, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Finalis Securities LLC, Maverick Capital LLC, NewEdge Wealth, and UBS Financial Services Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

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

Series 63, Series 65

Mechanicsburg, PA

PNC Wealth Management

John McGowan is a financial advisor with PNC Wealth Management in Mechanicsburg, PA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with PNC Investments and its affiliated entities since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Myra L

Series 63, Series 65

Carmel, IN

PNC Wealth Management

Myra Lighter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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David D

Series 63, Series 66

Charlotte, NC

PNC Wealth Management

David Degroot is a financial advisor at PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked with PNC Investments since 2014 and briefly with PNC Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio solution that uses algorithmic risk assessments and implements investments via approved model strategies managed by PNC or third parties.

Passive / index investing Active portfolio management Wealth management Executive
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