David Moore is a financial advisor at Merrill Lynch Wealth Management, holding the title of FSA - Merrill. He focuses on assisting clients in identifying what matters most to them and their families, aiming to develop personalized strategies to pursue their financial objectives. David holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Missouri.

Joy Rollins is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 19 years. Outside of her advisory role, she performs as a pianist for a church in Lakewood, Colorado. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses approved mutual fund and ETF models managed by PNC or third parties.

Paul Carpentier is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with PNC Investments and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution for PNC Bank employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Benjamin Hazekamp is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LPL Financial, Burke and Herbert Bank, Lyft, and the Tax Foundation. Outside of his advisory role, he serves as Chairman of the 7th District Republican Committee for the Republican Party of Virginia. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. This offering uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Joel McBurney is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC investments since 2009, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven model selection and outsourced portfolio implementation via mutual funds and ETFs.

Adam Peirce is a financial advisor with PNC Wealth Management in Grand Rapids, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at PNC Investments since 2012. Outside of his advisory role, he is a member of ABCD Hive LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.

Cynthia Danker Merritt is a financial advisor with PNC Wealth Management in Venice, Florida. She holds Series 63 and Series 65 credentials and has 21 years of industry experience, including 14 years at PNC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

Shawn Wendel is a financial advisor with PNC Wealth Management in Morgantown, WV. He holds Series 63 and Series 65 designations and has 15 years of industry experience, including 10 years at PNC Investments, LLC. 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 algorithmic risk assessments and managed portfolios composed of mutual funds and ETFs.

Andrew Bull is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research, Badger Creek Advisors, and Voya Investment Management. Outside of advising, he is involved as an agent with Aurora Insurance Group and Baker Wealth Management. 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 implements investments via approved model strategies with mutual funds and ETFs.

Tracy Simpkins is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Merrill, Truist Investment Services, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Clayton Thomas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, Bbva Securities Inc., Bbva Wealth Solutions Inc., and COMPASS Bank, where he worked for extensive periods before joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees. The firm uses algorithm-driven portfolio selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Michael Stuneck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with PNC since 2014. Outside of his advisory role, he is active as a freelance musician. PNC Wealth Management offers retail brokerage and advisory services through several model‑based programs, including an invitation‑only online discretionary model account pilot that combines algorithmic risk assessment with portfolio strategies managed by PNC or third-party strategists.

Michael Greene is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Loop Capital Markets. PNC Wealth Management offers retail brokerage and advisory services using model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and implements portfolios through third-party strategists and approved models.

Matthew Parker is a financial advisor at PNC Wealth Management in Carmel, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. His career includes positions at Merrill, J.P. Morgan Securities, and Charles Schwab, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an employee-only pilot. The program uses algorithmic risk assessment and invests in approved model strategies primarily through mutual funds and ETFs.

Scott Branish is a financial advisor with PNC Wealth Management in Castle Pines, Colorado, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining PNC, he worked with several mortgage and financial services firms, including Lifemark Securities Corp and Front Range Financial. He is also a part owner of Branish Holdings LLP, a family business involved in property management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes approved strategies implemented via mutual funds and ETFs, with a focus on algorithm-driven risk assessment and annual rebalancing.

Stephan Unger is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 designations and 21 years of industry experience. He has been with PNC Investments since 2015 and previously worked at PNC Bank. Outside of his advisory role, he is a member of Dabbling Angler Fishing, 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 delegates portfolio management to third parties.

Joseph Zymroz Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, primarily utilizing mutual funds and ETFs.

Theresa Flynn is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds a Series 63 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees, which uses algorithmic assessments to recommend investment strategies implemented via mutual funds and ETFs.

Lena Dabbas is a financial advisor with PNC Wealth Management, holding Series 65, Series 63, and Series 66 designations and nine years of industry experience. She has been with PNC Bank, NA since 2016 and has also worked at PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic assessments to implement approved investment models via mutual funds and ETFs.

Seth Longton is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. Outside of his advisory role, he manages a non-investment-related rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees, employing algorithm-driven portfolio strategies with mutual funds and ETFs.