Michael Ormond is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has worked at PNC Investments since 2015 and at PNC Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Kehinde Soyannwo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining PNC Investments LLC in 2023, Soyannwo worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees. This program uses algorithmic risk assessments to recommend investment models implemented via approved mutual funds and ETFs with annual rebalancing.

Colton Rankey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC Wealth Management, he worked with Agia and Valic Financial Advisors and spent several years in education with Polk County Schools and Middletown City Schools. He is also appointed as an agent to sell non-securities insurance products for Agia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a pilot digital discretionary model account available to select employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with algorithm-based risk assessment and annual rebalancing.

Grant Krinock is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with clients who seek guidance in designing financial strategies due to limited time, knowledge, or interest in managing these on their own. Grant focuses on serving professionals and families in areas including college education planning, executive compensation, retirement income, and family wealth management strategies. Grant began his career in financial services in 2011 and has over a decade of experience in advisory, leadership, and wealth management roles. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from California University of Pennsylvania. His expertise involves simplifying complex financial decisions and fostering trust through collaborative strategy development. He lives in Penn Township, Pennsylvania, and is active in several community organizations, including St. George's Antiochian Orthodox Cathedral, St. Mary's Antiochian Orthodox Church, and St. Michael's Antiochian Orthodox Church. Outside of his professional responsibilities, Grant enjoys spending time with his family and engaging in sports such as skiing, golfing, and ice hockey.

Patricia Menke is a financial advisor at PNC Wealth Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments and PNC Bank since 2010. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that implements approved investment strategies with annual rebalancing and no individual security trading.

Joseph Joseph is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2007. 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 assessments and implements investments via mutual funds and ETFs.

Yvonne Thomas is a financial advisor with PNC Wealth Management in Burlingame, CA. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Her prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., and Compass 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 portfolios managed by PNC or third-party strategists and executed via mutual funds and ETFs. The firm’s approach features an invitation-only, employee pilot program with limited direct client interaction and a focus on strategic portfolio implementation.

Todd Leary is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Allstate Insurance Company, Northwestern Mutual, Securian Financial, Foresters Financial, and Waddell & Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available as an invitation-only pilot for employees. These programs use algorithm-driven risk assessments and invest in approved model strategies via mutual funds and ETFs with annual rebalancing.

Austin Millar is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked previously at Fidelity Brokerage Services and PNC Bank. His background includes roles outside finance, such as with Ohio Basketball and HR Block. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio strategy available by invitation to certain employees. The firm uses algorithm-driven risk assessment and delegated portfolio management within these programs.

Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.

Sean Flaherty is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PNC Investments since 2015. Outside of his advisory role, Flaherty is an author. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering accessible by invitation to employees with existing PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies using mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

Keith Uebelein is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. 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 and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

John Vaughn is a financial advisor with PNC Wealth Management in Zionsville, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Timothy Bouman is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Jeriene Reed is a financial advisor with PNC Wealth Management who holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining PNC Wealth Management in 2026, she worked at Edward Jones, Charles Schwab & Co., Inc., and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses approved model strategies managed by PNC or third-party strategists and emphasizes algorithmic risk assessment and third-party portfolio implementation.

Isabelle Hu is a financial advisor at PNC Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Cetera Investment Services, Columbia Bank, and Credit Suisse. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with existing PNC Bank online banking credentials. The program utilizes approved model strategies managed by PNC or third parties, with investments executed via mutual funds and ETFs and annual rebalancing.

Emil Defeo is a financial advisor at PNC Wealth Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses, and has been with PNC investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account pilot aimed at employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to third-party strategists, focusing on investments primarily in mutual funds and ETFs with annual rebalancing.

Edward Mccombs is a financial advisor with PNC Wealth Management who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online offering available by invitation to employees. The firm’s approach involves algorithm-driven risk assessment and uses mutual funds and ETFs managed by PNC or third-party strategists.

Jeffrey Decort is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic risk assessment to guide investment in approved mutual funds and ETFs with annual rebalancing.

Christopher Battistone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 32 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 model account pilot for employees. The firm uses algorithm-driven risk assessment to guide investment selections managed by PNC and third-party strategists, with a focus on mutual funds and ETFs.