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Wendy F

Series 63, Series 66

Birmingham, AL

PNC Wealth Management

Wendy Fricks is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Simplicity Wealth, LLC, Front Page Financial Advisors, and Dempsey Lord Smith, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account pilot for PNC employees that uses algorithmic risk assessment and available investment strategies implemented via mutual funds and ETFs.

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

Series 63, Series 66

Cincinnati, OH

PNC Wealth Management

Alexander Nourse is a financial advisor at PNC Wealth Management in Cincinnati, OH, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank and RiverHills Bank. Outside of finance, he serves as a Guest Services Attendant II at Great Parks of Hamilton County and Little Miami Golf Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

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

Series 66, Series 63

Madison, WI

PNC Wealth Management

Ryan Gresmer is a financial advisor with PNC Wealth Management in Madison, WI, holding Series 66 and Series 63 licenses and having seven years of industry experience. His prior firms include Merrill, BMO Harris Bank, and U.S. Bancorp Investments. Outside of his advisory role, he is employed part-time with Bass Pro Outdoor World as a retail outfitter specializing in firearms sales. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic questionnaires to recommend investment strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

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

Series 66

Hilton Head Island, SC

PNC Wealth Management

Tim Barbacane is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Vanguard Group, Pruco Securities LLC, and Citizens Securities, Inc. He is based in Hilton Head Island, South Carolina. 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 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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Matthew W

Series 63, Series 65

Colleyville, TX

PNC Wealth Management

Matthew Wallace is a financial advisor with PNC Wealth Management in Grapevine, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at CUSO Financial Services, Equitable Advisors, and PNC Investments. His background also includes work at Texas A&M University and involvement with the Texas A&M Horse Research Center. PNC Wealth Management provides 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.

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

CFP®, Series 63, Series 66

Erie, PA

PNC Wealth Management

Erika Puda is a CFP® professional with two years of industry experience, currently serving as a financial advisor at PNC Wealth Management. She has held various roles within PNC since 2018, including positions at PNC Private Bank and PNC Investments. Prior to joining PNC, she worked at Erie Insurance and has experience from Penn State Behrend and Smuggler's Wharf. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm’s approach involves algorithm-driven portfolio selection and third-party management of investments using approved model strategies, primarily through mutual funds and ETFs.

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

Series 66

Delaware, OH

PNC Wealth Management

Randy Hyliard is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2012. Outside of his advisory role, he serves as a board member of the Dover Township Zoning Board. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven portfolio strategies with mutual funds and ETFs.

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

Series 66

Cleveland, OH

PNC Wealth Management

Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with eight years of industry experience. His work history includes roles at PNC Investments since 2019, as well as positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.

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

Series 66

Carmel, IN

PNC Wealth Management

Kelly Makeever is a Series 66-licensed financial advisor with PNC Wealth Management, based in Carmel, IN, and has 14 years of industry experience. She has worked with PNC Investments since 2011. Outside of her advisory role, she provides musical instruction as a non-investment-related activity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees. The firm uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Sean Cain is a financial advisor at PNC Wealth Management with 32 years of industry experience. He has held positions with PNC Investments, LLC since 2017 and previously with PNC Investments from 2004 to 2017. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account designed for PNC Bank employees that uses algorithm-driven risk assessments and third-party-managed investment strategies.

Passive / index investing Active portfolio management Wealth management Executive
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Troy T

Series 66

Grand Rapids, MI

PNC Wealth Management

Troy Teitsma is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2024. Based in Grand Rapids, MI, Teitsma joined PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessment and invests primarily in mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Kevin T

Series 66

Bloomington, IL

PNC Wealth Management

Kevin Thomas is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and 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 portfolio offering for employees that uses algorithm-driven risk assessment 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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Joumana J

Series 65, Series 63

Boynton Beach, FL

PNC Wealth Management

Joumana Jordi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with PNC Investments, LLC since 2016. 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 uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Brandon J

Series 66

Cincinnati, OH

PNC Wealth Management

Brandon Johnson is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and PNC Bank. Before entering finance, he worked for seven years at Red Lobster. PNC Wealth Management offers retail brokerage and advisory services with a focus on model-based investment programs, including a digital discretionary model account available through an employee-only pilot that uses algorithmic risk assessment and invests via mutual funds and ETFs.

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

Series 66

Toledo, OH

PNC Wealth Management

Christopher Brzuchalski is a financial advisor with PNC Wealth Management in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he serves as a board member and treasurer for Sylvania Youth Hockey. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments to guide investment strategy with mutual funds and ETFs.

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

Series 63, Series 66

Kinnelon, NJ

PNC Wealth Management

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at TD Ameritrade 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 algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Paul Christian S

Series 66

Troy, MI

PNC Wealth Management

Paul Christian Susanto is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at LKS Strategy and Aptiv, as well as positions in education at Michigan State University, Bloomfield Hills High School, and East Hills Middle School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessments and third-party managed investment models.

Passive / index investing Active portfolio management Wealth management Executive
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Linda A

Series 66

Austin, TX

PNC Wealth Management

Linda Amador is a financial advisor with PNC Wealth Management in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at several financial firms such as Cadence Bank, LPL Financial LLC, and Mass Mutual Life Insurance Company. She also has experience outside finance, having worked at Ike's Woodfire Grill. 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 recommend portfolios 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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Thomas C

CFP®, ChFC®, Series 66, Series 65, Series 63

Princeton, NJ

PNC Wealth Management

Thomas Chun is a financial advisor at PNC Wealth Management in Princeton, NJ, with seven years of industry experience. He holds the CFP® and ChFC® designations along with Series 66, 65, and 63 licenses. Prior to joining PNC Wealth Management in 2025, he worked at LPL Enterprise and Prudential Insurance Company of America, among other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party portfolio implementation.

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

Series 63, Series 66

Canton, OH

PNC Wealth Management

David Donges is a financial advisor with PNC Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at PNC Investments LLC since 2022 and previously held roles at KeyBank and Key Investment Services from 2016 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessments and delegated portfolio management with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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