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Salvatore S
Series 66
Peckville, PA
PNC Wealth Management
Salvatore Schiavone is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2006. 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 investment strategies managed by PNC or third-party strategists.
Marvin Y
Series 66
Troy, MI
PNC Wealth Management
Marvin Youmans II is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 credential and having two years of industry experience. His previous roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved with In Hear Productions L.L.C., a business he has been associated with since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via employee pilot. The firm utilizes algorithmic risk assessments and approved investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.
Daniel D
Series 63, Series 66
Alpharetta, GA
PNC Wealth Management
Daniel Dinkins is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at WFGIA, Transamerica Financial Advisors, Truist Advisory Services, and Cambridge Investment Research Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invite-only digital discretionary model account that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third-party strategists.
Brian K
Series 66
Springfield, IL
PNC Wealth Management
Brian Kleinertz is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2010 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees with existing PNC Bank online banking credentials. The program uses algorithm-driven risk assessment and approved model strategies executed by investment delegates with annual rebalancing.
Lawrence W
CFP®, CFA®, Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Lawrence Wasserman is a CFP® and CFA® affiliated with PNC Wealth Management in Pittsburgh, PA, with 26 years of industry experience. He has been with PNCI Investments since 2016. Outside of his financial advisory role, he is a member of Pittsblurb, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.
Michael F
Series 66
Dallas, TX
PNC Wealth Management
Michael Fuscardo is a financial advisor at PNC Wealth Management in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has held positions at several firms, including Charles Schwab Bank and Thrivent Financial. 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 delegated portfolio implementation with mutual funds and ETFs.
Ryan K
Series 66
North Haledon, NJ
PNC Wealth Management
Ryan Kirschner is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America for nine years. Kirschner joined PNC Investments, LLC in 2025. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and approved mutual fund and ETF strategies managed by PNC or third parties.
Daniel S
Series 66
Carrollton, TX
PNC Wealth Management
Daniel Solis is a financial advisor with PNC Wealth Management in Denton, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Citigroup, Citizens Securities Inc., and Deborah Wolfgram State Farm. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithm-driven risk assessments and managed strategies with mutual funds and ETFs.
Ujwala K
Series 63, Series 66
East Brunswick, NJ
PNC Wealth Management
Ujwala Kale is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank and Santander Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discreet online discretionary account pilot available to select employees. The firm employs algorithm-driven model selection and uses approved mutual funds and ETFs for portfolio implementation.
David D
Series 66
Columbus, OH
PNC Wealth Management
David De Sciscio is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.
Joseph H
Series 66
Elgin, IL
PNC Wealth Management
Joseph Holakovsky is a financial advisor with PNC Wealth Management in Elgin, IL, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. 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 manages investments via approved model strategies with mutual funds and ETFs.
Edward P
Series 63, Series 66
Wesley Chapel, FL
PNC Wealth Management
Edward Palacios is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at PNC Investments since 2016. 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 algorithm-driven risk assessments to implement investment strategies via mutual funds and ETFs, with portfolio management delegated to third-party providers.
Edmond D
Series 63, Series 66
Mt. Laurel, NJ
PNC Wealth Management
Edmond Dimashi is a financial advisor with PNC Wealth Management in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with PNC in various capacities since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party portfolio implementation.
Brent R
Series 63, Series 65, Series 66
Snellville, GA
PNC Wealth Management
Brent Reems is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithmic risk assessment and third-party-managed investment models using mutual funds and ETFs.
Michael F
Series 63, Series 66
Louisville, KY
PNC Wealth Management
Michael Flowers is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes prior roles at Bank of America, Merrill, and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to implement investment models primarily with mutual funds and ETFs.
Cless S
Series 66
Cincinnati, OH
PNC Wealth Management
Cless Smith II is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at various PNC entities since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.
Tessa F
Series 66
Naperville, IL
PNC Wealth Management
Tessa Fornek is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Regions Bank, Cetera Investment Services, and First Command Financial Planning. Outside of finance, she was involved in managing a coffee shop business for two years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment platform currently available as an employee-only pilot. The firm uses algorithm-driven model selection and relies on third-party strategists and delegates for portfolio implementation.
Yisel S
Series 63, Series 65
Louisville, KY
PNC Wealth Management
Yisel Sanchez Pena is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining PNC, she worked at Fidelity Investments and Fifth Third Securities, as well as Fifth Third Bank. 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 risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.
Eli D
Series 66
Waterford, MI
PNC Wealth Management
Eli Durgham is a financial advisor with PNC Wealth Management in Waterford, MI, holding a Series 66 designation and two years of industry experience. His previous roles include positions at LPL Enterprise and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and executes investments via approved strategies with mutual funds and ETFs.
Yang Y
Series 66
Bel Air, MD
PNC Wealth Management
Yang Yang is a Series 66–registered financial advisor at PNC Wealth Management with 10 years of industry experience. Prior to joining PNC in 2026, Yang worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2026, and at Bank of America and Merrill from 2009 to 2022. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account offered to employees. The firm uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and relies on algorithmic tools for enrollment and model selection.
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