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Jamil J

Series 66

Cherry Hill, NJ

PNC Wealth Management

Jamil Jackson is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Caesar’s Entertainment, PNC Investments, PNC Bank, Wawa Inc., and Rowan University. Outside of his advisory role, he is a co-owner of Stories Untold Media, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

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

Series 63, Series 65

Wexford, PA

PNC Wealth Management

Kelli Kania is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio service currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

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

Series 63, Series 66

Cincinnati, OH

PNC Wealth Management

Christopher Peters is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and 32 years of industry experience. He 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 discretionary model account for employees that uses algorithm-driven risk assessment and invests in approved models managed by PNC or third parties.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Victoria Pistella is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at PNC Investments, PittMoss, Robert Morris University, and Once Upon a Child. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary account available by invitation to employees, which uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Mechanicsburg, PA

PNC Wealth Management

Barbara Miller is a financial advisor at PNC Wealth Management with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PNC Investments LLC since 2015, following a prior role at Wells Fargo Advisors from 2002 to 2006. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees that uses mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Susan R

Series 66

Lansdale, PA

PNC Wealth Management

Susan Reid is a financial advisor with PNC Wealth Management in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and implements investments with mutual funds and ETFs.

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

Series 66

Annapolis, MD

PNC Wealth Management

Jonathan Kuteyi is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wells Fargo Clearing, T. Rowe Price, and New York Life. His background also includes roles outside finance at Securiguard Inc. and Inter-Con Security LLC. 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 algorithmic risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Oscoda, MI

PNC Wealth Management

Dustin Clare is a financial advisor with PNC Wealth Management in Oscoda, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory work, he serves as a finance council board member at Sacred Heart Catholic Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees. The firm uses approved model strategies executed by delegates and emphasizes automated rebalancing with limited direct client interaction.

Passive / index investing Active portfolio management Wealth management Executive
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Jeffrey R

Series 63, Series 65

Forest Hill, MD

PNC Wealth Management

Jeffrey Rogers is a financial advisor with PNC Wealth Management in Forest Hill, MD, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including 12 years at M&T Securities and nine years at PNC Investments. He is also a principal of Big Country LLC, a non-investment-related business. 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 algorithmic risk assessments and third-party portfolio management to implement investment strategies primarily via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Brett F

Series 66

Bethel Park, PA

PNC Wealth Management

Brett Fowler is a Series 66-credentialed advisor with 17 years of industry experience. He has been with PNC Investments since 2013 and is currently based in Bethel Park, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithm-driven portfolio recommendations and delegates portfolio management and proxy voting to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Jason F

Series 63, Series 66

Wexford, PA

PNC Wealth Management

Jason Fowkes is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2017 and previously worked at Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

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

Series 66

Lone Tree, CO

PNC Wealth Management

David Pringle Jr. is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Blue Federal Credit Union, 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 risk assessment and third-party managed strategies implemented with mutual funds and ETFs.

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

Series 63, Series 65

Erie, PA

PNC Wealth Management

Sean Pelinsky is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with PNC Investments, LLS since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account currently available as an invitation-only employee pilot. Their approach uses algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs through approved model strategies managed by PNC or third-party strategists.

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

Series 63, Series 65

Brick Township, NJ

PNC Wealth Management

Angelo Ciacco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 22 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 a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio execution to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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

Series 66

Industry, PA

PNC Wealth Management

Joshua Mc Coy is a Series 66-licensed financial advisor with PNC Wealth Management, bringing seven years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Mass Mutual Investors Services. He has also been involved with the Slippery Rock Office for Inclusive Excellence. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

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

Series 66

Roseville, CA

PNC Wealth Management

Ashley Garcia is a financial advisor with PNC Wealth Management in Roseville, CA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Raymond James & Associates, LPL Financial, and BMO Bank NA. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend portfolios managed by PNC or third-party strategists with emphasis on mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Frank L

Series 66, Series 65

Tucson, AZ

PNC Wealth Management

Frank Lopez is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, Ameriprise, Woodbury Financial Services, and other firms. Outside of his advisory work, he is involved with Andrea Bazil's LLC, a retail jewelry business managed by his wife, where he handles banking and payment systems. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, discretionary model account that uses algorithm-driven risk assessments and invests via approved model strategies focused on mutual funds and ETFs.

Divorce financial planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Dentist
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Jeffrey L

Series 63, Series 65

Toledo, OH

PNC Wealth Management

Jeffrey Little is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms including LPL Financial, Sun Federal Credit Union, and MassMutual Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering currently available as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs, with portfolio management delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Jennifer Z

Series 66

Strongsville, OH

PNC Wealth Management

Jennifer Zorman is a Series 66-licensed financial advisor with PNC Wealth Management, where she has worked since 2015. She has 21 years of industry experience and is based in Strongsville, Ohio. Outside of her advisory role, she serves as Treasurer of the Still Meadow Home Owners Association. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot discretionary model account that uses algorithm-driven risk assessments and approved third-party strategies for portfolio implementation.

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

Series 63, Series 65

River Falls, WI

PNC Wealth Management

Jessica Barbey is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at WestPark Capital, Inc., Wells Fargo Clearing, and Woodbury Financial Services, Inc. Outside of finance, she is involved in retail operations as a cashier at Devine Liquors, LLC in River Falls, WI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and third-party management of mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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