Erin Campbell is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with PNC Wealth Management since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessment and applies approved model strategies managed by PNC or third-party strategists.

Timothy Harden is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining PNC Wealth Management and PNC Bank in 2026, he worked at JPMorgan Securities LLC from 2014 to 2025 and JPMorgan Chase Bank NA from 2012 to 2021. He also spent a year homemaking from 2025 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution currently available as an invitation-only pilot for PNC Bank employees. The firm uses approved model strategies executed via mutual funds and ETFs with algorithm-driven risk assessment and annual rebalancing.

Heather Turner is a financial advisor at PNC Wealth Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and outsourced portfolio implementation.

Bryan Tiger is a financial advisor at PNC Wealth Management with 14 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2024. He holds the Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees. The program uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Evan Haire is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance, Merrill Lynch, and Western & Southern Life. Outside of finance, he has experience managing a wine room 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 with existing PNC Bank online credentials. The firm employs approved model strategies managed by PNC or third parties, using mutual funds and ETFs with annual rebalancing and no individual security trading or margin.

Nathan Schumacher is a financial advisor with PNC Wealth Management in Decatur, Illinois. He holds a Series 66 designation and has seven years of industry experience, including previous roles at Bank of America, Merrill, and McLean County Court Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic questionnaires to recommend risk bands and invests via approved model strategies managed by PNC or third-party strategists.

Adam Smith is a financial advisor with PNC Wealth Management in Canton, MI, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at PNC Investments since 2017, following roles at Fifth Third Securities and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Katherine Hay is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at PNC Investments since 2016 and was previously with S&T Bank from 2014 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees, which uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Michael Trpcic III is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC since 2016. Outside of his advisory role, he is also an owner of non-investment related investment properties. 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’s investment approach uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Phillip Mclellan is a Series 66-registered advisor with PNC Wealth Management, based in Lansing, MI, and has 19 years of industry experience. He has worked with PNC Investments since 2016. Outside of his financial advisory role, he serves as Director of Golf Strategy for Haslett Public Schools. 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 algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Anthony Sawtelle is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC Investments and PNC Bank since 2011. 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 and model strategies executed by investment delegates.

Katherine Gordon is a financial advisor with PNC Wealth Management in Franklin, NC, holding a Series 66 license and 10 years of industry experience. She previously worked at Fidelity Brokerage Services LLC from 2014 to 2017 before joining PNC Investments, where she has been since 2017. 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. The firm employs third-party managers for portfolio implementation and offers services primarily to employees through this pilot program.

Robb Newman is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides 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. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

Sabrina Szarek is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. She has been with PNC Investments since 2021. 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 invests via mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Jack Fisher is a financial advisor at PNC Wealth Management with one year of industry experience. Prior to joining PNC, he worked at Edward Jones and has 16 years of experience running Fisher DesignWorks, LLC. He is also involved as a trustee of a family real estate trust. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Mark Lockyer is a financial advisor with PNC Wealth Management, holding CFP® certification and multiple securities licenses, with 14 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and operating his own firm, Lockyer Investments LLC. 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 implement investments via approved model strategies.

Daniel Odonnell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and discretionary model accounts implemented via approved third-party strategists.

A Entwisle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account for PNC employees that uses approved model strategies with mutual funds and ETFs.

Robert Brill is a Certified Financial Planner® (CFP®) with 22 years of industry experience, currently serving at PNC Wealth Management since 2011. He holds the Series 66 designation and operates out of Frederick, MD. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and employs mutual funds and ETFs for portfolio management.

Brandon Jones is a Series 66-licensed financial advisor with PNC Wealth Management in Tucson, AZ, and has four years of industry experience. He has previously worked with Thrivent Financial and LPL Financial LLC among other firms. Outside his advisory roles, he spent five years with Victory Worship Center. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot available to select employees. The firm employs algorithm-driven risk assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.