David Warner is a financial advisor with PNC Wealth Management in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2011. Outside of his advisory role, he owns two non-investment-related businesses, Northpoint Group LLC and 2600 Juniper Avenue LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

William Varnas is a financial advisor at PNC Wealth Management with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PNC Investments since 2006, following a year at Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that utilizes algorithm-driven risk assessments and third-party managed strategies.

Derek Hodson is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program available by invitation to PNC employees. The firm utilizes algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Carl Cline is a Series 66-licensed advisor with PNC Wealth Management in Cleveland, OH, where he has worked since 2017. He has 25 years of industry experience and is also associated with Joseph D. Carney & Associates, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements investment strategies primarily through mutual funds and ETFs with annual rebalancing.

Howard Sandefer is a Series 63-licensed financial advisor with 34 years of industry experience. He is currently with PNC Wealth Management and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency. Outside of finance, he has been a karate instructor at Shote Karate-Do since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with an emphasis on algorithm-driven portfolio selection and limited direct client contact.

Danny Laskovski is a financial advisor with PNC Wealth Management in Wayne, NJ, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory work, he is an owner of a rental property business unrelated to investment activities. 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 implements investments via approved strategies with mutual funds and ETFs.

Andrew Tremblay is a CFA® charterholder with 13 years of industry experience. He currently works at PNC Wealth Management and previously spent over a decade at BlackRock. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and executes investments via mutual funds and ETFs with annual rebalancing.

Jeffrey Milonas is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Farmers Insurance, Allstate Insurance, and Wells Fargo Clearing. 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 approved model strategies managed by PNC or third-party strategists.

Marco Monroy is a financial advisor with PNC Wealth Management in Green Valley, AZ, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing, Wells Fargo Bank, N.A., and WELLS FARGO Advisors, LLC. Outside of advising, he owns an e-commerce business on eBay. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm uses approved model strategies executed with mutual funds and ETFs, supported by algorithmic risk assessments and annual rebalancing.

Liliana Barajas is a financial advisor with PNC Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining PNC, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2026. She also has experience in the food service and community sectors through roles at Craft Cuisine Ocala and Latinos Y Mas. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Homer Holt is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies employing mutual funds and ETFs with annual rebalancing.

Andreas Hess is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and discretionary model accounts for clients with PNC Bank online-banking credentials.

Julian Singleton is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked in various roles within PNC Investments since 2017. Outside of his financial career, Singleton served in the United States Army National Guard from 2014 to 2023 and was involved with Buckhead Saloon during that period. 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 PNC Bank online credentials. The firm utilizes algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Sathish Dharma is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PNC Investments since 2015. 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 employs algorithmic risk assessment and utilizes approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Brandon Blevins is a financial advisor with PNC Wealth Management in Beavercreek, OH. He holds Series 63 and Series 66 registrations and has three years of industry experience, including prior roles at Fidelity Investments and JPMorgan Chase. Outside of his advisory work, he owns Brandon Blevins Investments LLC. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio program available through an invitation-only pilot for employees with existing PNC Bank online credentials. The firm employs algorithm-driven risk assessment and delegates investment implementation to third-party strategists.

Ronald Tydings is a financial advisor with PNC Wealth Management in Bel Air, MD, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has worked at PNC Investments LLC since 2008. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment to recommend investment strategies implemented with mutual funds and ETFs.

Christopher Dudash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithmic risk assessment and delegates portfolio implementation to third parties.

Marc Eisen is a financial advisor with PNC Wealth Management in Vineland, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Investments, Bank of America, Merrill, Axcel Capital Group, and Philadelphia Investors. Outside of finance, he has been involved in assistant therapy staffing with National Charter School Services. PNC Wealth Management provides retail brokerage and advisory services, including a model‑based digital investment program available by invitation to employees with online banking credentials. The firm employs algorithm-driven portfolio strategies managed or approved by PNC and third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Evan Hood is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank and North Park Lounge Cranberry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital account that uses algorithm-driven risk assessment and approved model strategies implemented via mutual funds and ETFs.

Kevin Petrone is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015, including a decade at PNC Investments and prior service at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model selection and investment execution by third parties. The firm’s approach features annual rebalancing and mutual fund and ETF investments within an employee-only pilot structure.