Kevin Bodkin is a financial advisor with PNC Wealth Management in Littleton, Colorado, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BOK Financial Securities, and LPS Capital. He serves as a board member for the Metropolitan Loft Homeowners Association in Denver. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Brent Paddock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he serves as an umpire for high school and college baseball games. 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 utilizes algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs, with portfolio management delegated to third parties.

Lina Armstrong is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. She previously worked at J.P. Morgan Securities and Libra Investment Advisors. Outside of her advisory career, Lina manages inventory and website sales for KaLi Stylez LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and executes portfolios with mutual funds and ETFs. The firm delegates portfolio implementation and proxy voting to third parties and provides services primarily to employees through this pilot program.

Amit Prasad is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His previous roles include positions at BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank, where he worked for over a decade combined. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

Paul Rankin is a financial advisor with PNC Wealth Management in Fairhope, Alabama, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Woodmen Financial Services, Bank of America, Merrill, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management platform that uses algorithmic risk assessments to guide investment selection primarily in mutual funds and ETFs.

Gregory Hilgenberg is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC since 2010 and holds Series 63 and Series 66 licenses. 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 primarily invests in mutual funds and ETFs with annual rebalancing.

Juan Montoya is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

Conor Mack is a financial advisor at PNC Wealth Management in Chicago, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Equitable Advisors, LLC, and various non-financial organizations such as Champaign Country Club and CoinFlip/Olliv. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

James Love is a financial advisor at PNC Wealth Management in Cleveland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. Outside of his advisory role, he serves as a board member for the Greentree HOA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that relies on algorithmic risk assessment and third-party implementation.

Arianne Peterson is a Series 66 licensed advisor with 25 years of industry experience, currently with PNC Wealth Management since 2009. She is based in Troy, MI. Outside of her advisory role, she has ownership in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Zechariah Joshua Hairston is a financial advisor with PNC Wealth Management in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at J.P. Morgan Securities, Morgan Stanley, Discover Financial Services, and the State of Ohio. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with mutual funds and ETFs.

Atique Yazdani is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials. He has been with PNC in various roles since 2017, including positions at PNC Bank and PNC Investments. Prior to joining PNC, he worked at The Source (Bell Canada) from 2011 to 2016. 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 portfolio selection and implements investments via approved model strategies.

Carlos Carranza is a financial advisor with PNC Wealth Management in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithmic risk assessments and third-party strategists to manage portfolios primarily with mutual funds and ETFs.

Jason Wilkes is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, Regions Investment Solutions, and Scottrade, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses approved model strategies managed by PNC or third parties and is currently available as an invitation-only pilot for employees.

Michael Warren is a financial advisor with PNC Wealth Management holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citizens Securities, Inc., AXA Advisors, LLC, and Becton Dickinson, along with service in municipal roles for the Town of Haverstraw and an academic affiliation with Bloomsburg University of PA. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital, discretionary model account available via an invitation-only employee pilot that uses algorithm-driven risk assessment and delegates portfolio management to approved third parties.

Cara Vercellone is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining PNC Wealth Management in 2022, she worked at TD Ameritrade from 2014 to 2021 and has served as a FINRA arbitrator. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing.

John Balestreire is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with PNC Investments since 2018 and previously spent seven years at E*Trade Securities LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account piloted for employees that utilizes algorithmic risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Thomas Harless is a CFP® professional affiliated with PNC Wealth Management in Charlotte, NC, with 22 years of industry experience. His prior roles include positions at Fisher Investments and E*Trade Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithmic portfolio selection and uses mutual funds and ETFs with annual rebalancing.

Gregg Potash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Mike Monschein is a Series 66-licensed financial advisor with PNC Wealth Management in Erie, PA, where he has worked since 2012. He has 14 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven model strategies executed with mutual funds and ETFs. The firm’s approach involves delegated portfolio management and rebalancing, targeting employees with online banking credentials.