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Gagan S

Series 63, Series 65

Spring, TX

PNC Wealth Management

Gagan Singh is a financial advisor at PNC Wealth Management in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. PNC Wealth Management offers 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 parties.

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

Series 66

Alexandria, VA

PNC Wealth Management

Timothy Hucko is a financial advisor at PNC Wealth Management with 15 years of industry experience. He has held his current role since 2014 and holds a Series 66 designation. 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 risk-based portfolio strategies implemented with mutual funds and ETFs.

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

Series 63, Series 65

Dublin, OH

PNC Wealth Management

Chase Fryer is a financial advisor at PNC Wealth Management with seven years of industry experience. He previously worked at J.P. Morgan Securities and The Huntington Investment Company, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs, with portfolio implementation delegated to third parties.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Aaron Mckissick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having 23 years of industry experience. He has worked at PNC Investments since 2015 and previously at Ameriprise from 2003 to 2005. He serves as a committee member at St. Paul's United Methodist Church. 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 uses algorithmic risk assessments to recommend portfolios managed through mutual funds and ETFs, with implementation and oversight delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Kristen P

Series 66

Avella, PA

PNC Wealth Management

Kristen Painter is a financial advisor at PNC Wealth Management with one year of industry experience. She holds a Series 66 designation and has been with PNC Bank since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies managed internally or by third parties.

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

Series 66

Wheeling, WV

PNC Wealth Management

Jose Moreno Silva is a financial advisor at PNC Wealth Management in Wheeling, WV, holding a Series 66 designation with nine years of industry experience. He has worked with PNC Investments since 2016 and previously with PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering for employees that uses algorithmic questionnaires to recommend risk-based investment models managed by PNC or third-party strategists.

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

Series 66

Grand Rapids, MI

PNC Wealth Management

Andrew Zeno 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 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and discretionary model accounts managed by PNC or third-party strategists.

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

Series 63, Series 66

Oregon, OH

PNC Wealth Management

Quinton Ranzau is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he supports advisors and partners with clients to understand their unique financial situations and assist them in working toward their financial goals. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as a Financial Advisor at Wells Fargo Advisors from 2022 to 2023, a Registered Customer Experience Representative at Robinhood Markets from 2021 to 2022, a Senior Customer Service Representative Specialist at PNC Investments from 2019 to 2021, and a Bank Teller at First Federal Bank of Defiance from 2018 to 2019. Outside of his professional career, Quinton enjoys football, spending time with friends and attending social events, outdoor adventures, reading, traveling, and volunteering.

Wealth management Executive
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Tristan B

Series 63, Series 66

Denver, CO

PNC Wealth Management

Tristan Beck is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Bank and KeyBank. Outside of his advisory work, he operates a video game content channel on Twitch under the business name XXSIXER. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithmic risk assessments and delegates portfolio implementation to approved strategists and third-party managers.

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

Series 63, Series 65

Cincinnati, OH

PNC Wealth Management

Albert Duplace Jr. is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Allstate Financial Advisors, Morgan Stanley, and Merrill Lynch. 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 investments via approved strategies managed by PNC or third-party strategists.

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

Series 63, Series 65

New Berlin, WI

PNC Wealth Management

John Veal Jr. is a financial advisor with PNC Wealth Management in Pewaukee, WI, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Co., Northwestern Mutual, and Wells Fargo Funds Distributor. 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 band recommendations and executes investments via approved model strategies.

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

Series 66

Lagrange, KY

PNC Wealth Management

Jared Kemper is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and has worked previously at Mercer and Gannett Co., Inc., as well as at Bellarmine University. 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 mutual funds and ETFs.

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

Series 66

Charlotte, NC

PNC Wealth Management

Kristian Hunter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at PNC Investments, TIAA-CREF, Prudential Insurance, and Merrill, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available to select employees. The firm utilizes algorithm-driven risk assessments and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Louisville, KY

PNC Wealth Management

Matthew Brown is a financial advisor at PNC Wealth Management with 32 years of industry experience. His prior work includes roles at PNC Investments, New York Life, and Putnam Retail Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, utilizing approved model strategies with automated enrollment and portfolio management features.

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

Series 66

Linwood, NJ

PNC Wealth Management

Daniel Cewe is a Series 66-registered advisor with PNC Wealth Management, bringing 18 years of industry experience. He has worked at PNC Investments LLC since 2015 and previously held roles at Citizens Securities, Inc., Merrill, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and third-party strategists for portfolio management.

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

Series 63, Series 65

Charlotte, NC

PNC Wealth Management

Robert Mckearin Jr is a Senior Financial Advisor at Merrill Lynch Wealth Management, partnered with The Erdmann Group in Greenwich, CT. He advises a diverse clientele including executives, business owners, private equity, hedge fund and real estate partners, entertainment professionals, athletes, and affluent families across multiple regions nationwide. His practice focuses on providing personalized wealth management strategies that address the complexities of clients' full financial picture, daily cash flow needs, and short- and long-term goals. Rob leverages the comprehensive services of Merrill and Bank of America to streamline and elevate every facet of his clients' financial lives. His expertise includes cash-flow modeling, navigating liquidity events, managing concentrated stock positions, credit opportunities, investment strategies, and wealth transfer and trust planning. He works closely with clients to develop tailored financial strategies that reflect their unique goals, helping them pursue their long-term objectives with confidence. Rob holds a bachelor's degree in Leadership Studies and Economics from the University of Richmond, where he played men's lacrosse and club ice hockey and founded the Richmond Surf Club. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Rob is actively involved in his community as a founding member of The AmeriCares Young Leaders Board and Friends of New Canaan Hockey Association. He has coached youth lacrosse and ice hockey for several years and participates in organizations such as AmeriCares, Cycle For Survival, and the New Canaan Lacrosse Association. He resides in New Canaan, CT with his wife and son.

Wealth management Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Executive Founder/Business Owner Professional Athlete Entertainment Industry Established Professionals Young Families
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Joseph G

Series 66

Pittsburgh, PA

PNC Wealth Management

Joseph Geronimo is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed from 2013 to 2015 before joining PNC Investments in 2016. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses an algorithmic questionnaire to recommend risk bands 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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David M

Series 66

Magnolia, TX

PNC Wealth Management

David Mateski is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Fortune Financial Services and Thrivent Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio managed via approved model strategies and executed with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Conrad W

Series 66

Easton, PA

PNC Wealth Management

Conrad Wyatt is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Investments since 2014, working in various roles within the organization. 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 uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, employing mutual funds and ETFs with annual rebalancing.

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

Series 66

Charlotte, NC

PNC Wealth Management

Leonard Hajrullahu is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. Outside of his advisory work, he serves as a youth soccer coach with Independence Soccer Club. 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 algorithm-driven risk assessments and implements investments via approved models managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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