Evan Fleischman is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, DoorDash, and Equitable Financial Life Insurance. 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 assessment and implements investment strategies with mutual funds and ETFs.

Andrew Shope is a financial advisor at PNC Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America, as well as SunTrust Mortgage. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Teresa Jackson is a financial advisor at PNC Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. She has been with PNC Wealth Management since 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that employs algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

David Donohoe is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC investments since 2013 and holds Series 63 and Series 65 licenses. 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’s investment approach utilizes approved model strategies executed with mutual funds and ETFs, incorporating annual rebalancing and algorithm-driven risk assessment.

Greg Warren is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Alight Financial Solutions, Aon Hewitt Financial Advisors, and Hewitt Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic questionnaires to recommend risk levels and implements investments via approved strategies using mutual funds and ETFs.

Daniel Senica is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC investments since 2012 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account launched as an invitation-only employee pilot. The program uses algorithmic risk assessment to recommend investment models managed and executed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Sean Coplen is a financial advisor with PNC Wealth Management in Richardson, TX. He holds a Series 66 designation and has four years of industry experience. Prior to joining PNC Investments LLC, he worked at Bank of America, Merrill, and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to PNC Bank employees. The program uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing, relying on third-party strategists and delegates for portfolio execution.

Alaa Khashan is a financial advisor at PNC Wealth Management with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and SunTrust Investment Services. He holds Series 63 and Series 65 designations. 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 implemented with mutual funds and ETFs.

Brendan Burns is a CFP® with seven years of experience in financial services, currently serving as an advisor at PNC Wealth Management. He previously worked at various Fidelity Investments divisions from 2016 to 2023. 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 invests in mutual funds and ETFs with annual rebalancing.

Brian Jones is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he has ownership in a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Stefan Funes Vitanza is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, as well as earlier positions with Mutual of Omaha, New York Life, and State Farm Bank. Outside of finance, he serves as a ministry team member with Grace Apostolic Ministry. 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 predominantly implemented with mutual funds and ETFs.

Jeffrey Yokiel is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and having nine years of industry experience. His career includes roles at PNC Investments and Key Investment Services. Outside of finance, he was involved with Towne Park Valet for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

David Douglass is a financial advisor with PNC Wealth Management in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2016 and is also employed as an on-call banquet server at Hilton Columbus Downtown. 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 and approved model strategies executed with mutual funds and ETFs.

Kristen Gurney is a financial advisor with PNC Wealth Management in Clover, SC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked with PNC Investments since 2016, following three years at TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model portfolio that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing.

John Wolf III is a financial advisor with PNC Wealth Management in Loveland, Ohio, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with PNC Wealth Management since 2006. 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 to manage portfolios with approved mutual funds and ETFs. The firm’s approach involves third-party portfolio implementation and focuses on discretionary model accounts without direct trading or standalone financial planning services.

Christopher Kemmerer is a financial advisor with PNC Wealth Management in Scranton, PA, 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 offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses approved model strategies managed and executed by delegates with mutual funds and ETFs, relying on algorithmic risk assessment for model selection.

Keith Foley is a financial advisor at PNC Wealth Management with 34 years of industry experience. He has been with PNC Investments since 2012 and holds the Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Shawn Holbrook is a financial advisor with PNC Wealth Management in Waxahachie, TX, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, Compass Bank, and BBVA Securities from 2016 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees, which uses algorithmic risk assessments and portfolios managed by PNC or third-party strategists.

Igor Boyko is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has previously worked at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Colton Narron is a financial advisor at PNC Wealth Management with a Series 66 designation and three years of industry experience. His prior roles include positions at Tailwind Investment Partners, Tailwind Capital Distributors, and Kioti Tractor. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.