Daniel Wiseman is a financial advisor with PNC Wealth Management, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Morgan Stanley and Morgan Stanley Private Bank prior to joining PNC in 2023. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and manages investments primarily through mutual funds and ETFs with annual rebalancing.

Robert Kish is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Citizens Securities, The Prudential Insurance Company of America, and Edward Jones. 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 implements investments via approved model strategies managed by PNC or third parties.

Brett Wilson is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Bank. Outside of finance, he has experience in the food service industry and homemaking. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation for PNC Bank employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management to approved third parties.

Scott Theis is a financial advisor with PNC Wealth Management in Lexington, KY, holding a Series 66 designation and 20 years of industry experience. He has been with PNC since 2016. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes approved model strategies managed internally or by third parties, with investments executed via mutual funds and ETFs.

Ryan Strong is a financial advisor with PNC Wealth Management in Fairfax, VA, holding a Series 66 designation and five years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank, with a total of six years at the latter. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot to employees. The firm uses algorithmic questionnaires to guide investment strategies implemented primarily with mutual funds and ETFs.

Scott Miller is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, United Planners' Financial Services of America, Varner Financial Group, and H. Beck, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Michael Trotter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior work includes five years at TIAA-CREF before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses approved model strategies executed via mutual funds and ETFs with annual rebalancing.

Greg Piechota is a financial advisor with PNC Wealth Management holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Shoprite Pharmacy, BASF, and Moravian College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist digital offering available by invitation to employees. This program uses algorithmic risk assessment to implement approved model strategies with mutual funds and ETFs, featuring annual rebalancing and delegated portfolio management.

Scott Petersen is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has held positions at PNC Investments since 2017 and previously worked at TD Ameritrade. Petersen is also president of High Value Ventures LLC, a real estate investment company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform for employees. The firm utilizes algorithm-driven risk assessments and outsourced portfolio management using mutual funds and ETFs.

Michael Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining PNC Investments in 2020. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees. This offering uses algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Lawrence Joseph Jr. is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for PNC employees that uses algorithm-driven risk assessments to select investment models implemented via mutual funds and ETFs.

Rand Arwady is a financial advisor with PNC Wealth Management in Kalamazoo, MI. He holds a Series 66 license and has been with PNC Bank since 2014, joining PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online portfolio strategy available by invitation. The firm utilizes algorithm-driven risk assessment and third-party managers to implement mutual fund and ETF models, with features including annual rebalancing and limited direct client contact.

Marc Blount is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at PNC Investments LLC, Bank of America, Merrill, The Huntington Investment Company, and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to select employees. The firm uses algorithm-driven model selection with investments in mutual funds and ETFs, featuring annual rebalancing and third-party portfolio implementation.

Michael Giles is a financial advisor with PNC Wealth Management in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining PNC in 2021, he worked for various BBVA entities, including BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank, from 2013 to 2021. 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 model strategies managed by PNC or third parties.

Manley Mcconkey is a financial advisor with PNC Wealth Management in Washington, DC. He holds a Series 66 designation and has one year of industry experience. Prior to joining PNC Investments LLC, he worked at Woods & Poole Economics and the Coalition for a Prosperous America. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary digital offering available by invitation to employees, which uses algorithm-driven model selection and third-party strategists to manage investments primarily via mutual funds and ETFs.

Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. 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's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

Adam Frederick is a financial advisor at PNC Wealth Management with 20 years of industry experience. He has held his current role since 2010. He holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm implements investment strategies managed by PNC or third-party strategists using mutual funds and ETFs, relying on algorithm-driven risk assessments and annual rebalancing.

Roberto Escobar is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank. He has been with PNC since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio strategist available by invitation. The firm uses algorithm-driven risk assessments and approved model strategies executed by investment delegates with mutual funds and ETFs, providing annual rebalancing without direct client trading of individual securities.

Brian Blair is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is a musician with the group The Soulstirs. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven model strategies executed via mutual funds and ETFs with annual rebalancing.

Shahab Khan is a financial advisor with PNC Wealth Management in Dunwoody, GA, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior work includes positions at Charles Schwab and TD Ameritrade. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an employee-only pilot that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.