David Benavides is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Lowes, and Mutual of Omaha. 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 via mutual funds and ETFs.

Daniel Kearns is a financial advisor with PNC Wealth Management in Wilmington, DE. He holds Series 63 and Series 65 designations and has 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 account that uses algorithm-driven risk assessment and invests in approved model strategies via mutual funds and ETFs.

Jake Locker is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining PNC Investments LLC in 2023, he worked at CUSO Financial Services, LP and Bellco Credit Union from 2017 to 2023. He also served at the University of Arizona from 2013 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement approved model strategies via mutual funds and ETFs.

Brandon Truong is a financial advisor with PNC Wealth Management in Rockville, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at PNC Investments LLC, CITIGROUP, Woodbury Financial Services, and Capital One Investing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and approved model strategies to manage investments with mutual funds and ETFs.

Shawn Zelmore is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 24 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 solution that uses algorithmic risk assessment and third-party managed strategies with mutual funds and ETFs.

Mark Ament is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. 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 to recommend investment strategies implemented with mutual funds and ETFs.

Alexis Carpenter is a financial advisor at PNC Wealth Management with a Series 66 designation and less than one year of industry experience. Prior to joining PNC Wealth Management, Alexis worked at LPL Enterprise LLC and held positions outside the financial sector, including roles at HCL America, Inc. and Maryville University of St Louis. 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 delegates portfolio implementation to third parties.

Joshua Hamrick is a financial advisor at PNC Wealth Management in Cumming, GA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at TVA Federal Credit Union, LPL Financial, Wells Fargo Bank NA, Wells Fargo Clearing Services, U.S. Xpress, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Matthew Miller is an investment advisor representative at PNC Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Ameriprise, Oxinás Partners, LLC, and M.S. Howells & Co. based in Louisville, KY. Miller is also a licensed insurance agent, spending a portion of his time implementing insurance recommendations. 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 credentials. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties, utilizing mutual funds and ETFs with annual rebalancing.

Julian Tahimik is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. Prior to joining PNC Investments in 2025, he worked at First Command Insurance Services and related entities from 2019 to 2025 and has served as a Budget Control Officer in the Texas Army National Guard since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses approved model investments managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Denise Graves is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. Outside of her advisory work, she is involved in several entrepreneurial ventures, including Graves Farms and Dirt Roads & Lace. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven model strategies with mutual funds and ETFs, primarily serving employees with a defined risk assessment process.

Joshua Lindamood is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PNC Investments, LPL Enterprise, and The Prudential Insurance Company of America. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Jonathan Caromano is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 28 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 discretionary account that uses approved model strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

John Waterstram is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Jason Domer is a financial advisor at PNC Wealth Management with 10 years of industry experience. He has worked at PNC Investments since 2017, following prior roles at Citizens Bank and Waddell & Reed. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to guide investment model selection and employs mutual funds and ETFs with annual rebalancing.

Timothy Schanz is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Citizens Securities Inc. and Citizens Bank before joining PNC Investments in 2017. 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 implements investment strategies via mutual funds and ETFs, using algorithmic risk assessment and third-party portfolio management.

James Clark is a financial advisor with PNC Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment risk bands and implements portfolios using approved strategies with mutual funds and ETFs.

Christopher Caro is a financial advisor with PNC Wealth Management in Hoboken, NJ, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Bank of America, Merrill, and The Prudential Insurance Company of America. Outside of his advisory work, he is involved with NJ Play Sports Community, a sports league organization in New Jersey, where he helps manage softball league activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital platform that uses algorithmic risk assessments to manage discretionary portfolios with mutual funds and ETFs.

Thomas Hanley is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. Outside of his advisory work, he owns a resort property rental business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Jason Berry is a financial advisor with PNC Wealth Management in Scranton, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 21 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessments to guide investment strategy.