Warren Prentice is a Series 66-registered financial advisor with 11 years of industry experience. He is currently with PNC Wealth Management and previously held roles at Wells Fargo Clearing, Western Wealth Management, LPL Financial, and Edward Jones. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to implement portfolios primarily with mutual funds and ETFs.

Todd Simon is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Wealth Management since 2009. Outside of his advisory role, he coaches youth basketball for the Olmsted Falls Basketball Association. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to approved strategists and third parties.

Cali Lehman is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with 15 years of industry experience. Her prior roles include positions at LPL Financial and CUSO Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven online portfolio management option available to employees with PNC Bank online credentials. The firm utilizes a mix of mutual funds and ETFs managed by PNC or third-party strategists, with portfolio implementation delegated to external firms.

Jason Whiteman is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has held positions at Merrill, Bank of America, United Brokerage Services, and Empower Financial Services. Outside of his advisory role, Whiteman is an author and speaker. 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 employs algorithmic risk assessment and utilizes mutual funds and ETFs, with portfolio implementation delegated to third parties.

Christopher Morrison is a Series 66-licensed financial advisor with four years of industry experience. He is currently with PNC Wealth Management and previously worked at Equitable Advisors and Regions Bank. Outside of his advisory role, he is also a pipe organist. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party management to implement portfolios using mutual funds and ETFs.

Christopher Segebarth is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has worked at PNC Investments since 2020 and previously spent six years with Edward Jones. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital discretionary account available by invitation to employees with PNC Bank online banking credentials. The firm’s approach combines algorithm-driven risk assessment with investment implementation through approved model strategies managed by PNC or third parties.

Paul Pacelli is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and The Investment Center, Inc. Outside of financial services, he has worked in pool services and fitness. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation only. The firm employs algorithm-driven risk assessments and utilizes third-party strategists for portfolio implementation, with a focus on mutual funds and ETFs.

Samuel Choi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Key Investment Services LLC, Fidelity Investments, Wells Fargo, and TIAA-CREF. 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 employs algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Tanya Brown is a Series 66-licensed financial advisor with PNC Wealth Management in Bridgewater, NJ, where she has worked since 2009. She has 18 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, employing mutual funds and ETFs with annual rebalancing.

David Ward is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Puran Sugrim is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price and E*TRADE before joining PNC Investments in 2021. Outside of his advisory role, he is president of PNKS Associates LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees with PNC Bank online credentials. The firm uses algorithmic questionnaires for model selection and delegates portfolio implementation to third-party strategists.

John Fico is a Series 66-credentialed advisor with 18 years of industry experience. He has been with PNC Wealth Management since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

William Perrelli is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering for employees. The firm's approach uses algorithm-driven risk assessment and implements investment strategies via mutual funds and ETFs, with portfolio management delegated to third parties.

Eric Blessing is a financial advisor with PNC Wealth Management in Bluffton, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at PNC Investments since 2016 and previously spent two years with Young America Capital. Outside of his advisory role, Eric serves on the board of the Creative Arts Council of Wells County and volunteers as a Court Appointed Special Advocate (CASA) for the Wells County Department of Child Services. He is also a professor at Purdue University. 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 employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

Duane Aponte is a financial advisor at PNC Wealth Management with 28 years of industry experience. He 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. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Richard Barberi is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with PNC Wealth Management, having worked previously at Wells Fargo Clearing and Wells Fargo Bank. Barberi’s background includes several years at PNC’s investment divisions prior to his current role. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via approved mutual fund and ETF strategies managed by PNC or third-party strategists.

Bradley Cooper is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 registrations and 12 years of industry experience. His prior roles include positions at Ameriprise and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring a digital discretionary model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Thomas Bagatini Alves is a financial advisor with PNC Wealth Management in Largo, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, TMH Federal Credit Union, Citi, Regions Bank, Lockton, and Currency Exchange International. 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 approved mutual funds and ETFs for portfolio implementation.

Linda Dengler is a financial advisor at PNC Wealth Management in Wexford, PA, with 17 years of industry experience. She holds a Series 66 designation and previously worked for Hefren-Tillotson, Inc. for 15 years before joining PNC Investments in 2021. 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 assessment and third-party portfolio management.

Jacob Delamater is a financial advisor at PNC Wealth Management in Austin, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Farm Bureau Financial Services. 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 assessment and invests via mutual funds and ETFs with annual rebalancing.