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Thomas S

Series 66

Cleveland, OH

PNC Wealth Management

Thomas Sill is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2015. Sill serves as a Township Trustee for Madison Ohio Township. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, digital discretionary model account pilot. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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John Paul D

Series 63, Series 65, Series 66

Bethlehem, PA

PNC Wealth Management

John Paul Debard is a financial advisor with PNC Wealth Management in Bethlehem, PA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with PNC Investments since 2011. Outside of his advisory role, he is the owner of Soul Shaker Records, LLC. 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 implements investment strategies via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Thomas H

Series 63, Series 65

Cincinnati, OH

PNC Wealth Management

Thomas Hermann is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PNC Investments since 2004. 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’s approach involves algorithm-driven model selection, uses mutual funds and ETFs with annual rebalancing, and delegates portfolio execution to approved third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Kristopher S

Series 63, Series 66

Beech Grove, IN

PNC Wealth Management

Kristopher Schwarte is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Western & Southern Life, GWFS Equities, Primerica, Cengage Learning, TD Ameritrade, Scottrade, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithmic risk assessment and portfolio rebalancing using mutual funds and ETFs.

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

Series 66

Bluffton, IN

PNC Wealth Management

Michael Bobilya is a financial advisor with PNC Wealth Management holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Prudential Insurance. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary, invitation-only digital portfolio service that utilizes algorithm-driven risk assessments and implements strategies through mutual funds and ETFs.

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

Series 66

San Antonio, TX

PNC Wealth Management

Beatriz Gutierrez is a financial advisor with PNC Wealth Management in San Antonio, Texas. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at BBVA Securities, BBVA Insurance Agency, Bbva Usa, and Branch Banking and Trust Bank. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital investment program for employees. The program uses algorithm-driven risk assessment and implements portfolio strategies through mutual funds and ETFs managed by PNC or third-party strategists.

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

Series 63, Series 66

Cleveland, OH

PNC Wealth Management

Patrick Cernosky is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. He has been with PNC Investments since 2016 and also maintains an ongoing role with Barhype, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments to guide portfolio strategies executed via mutual funds and ETFs, with oversight delegated to third-party managers.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Samuel Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with one year of industry experience. Before joining PNC Wealth Management in 2026, he worked at Guggenheim Funds Distributors for two years and spent four years at the University of Dayton. Guerrini also has a decade of experience with Aviva Brick Oven. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital account that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

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

Series 66

Abingdon, MD

PNC Wealth Management

Craig Maltese is a financial advisor with PNC Wealth Management, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. 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 third-party portfolio management.

Passive / index investing Active portfolio management Wealth management Executive
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Nate H

Series 66

Medina, OH

PNC Wealth Management

Nate Holley is a financial advisor with PNC Wealth Management in Medina, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC in various roles since 2016, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

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

Series 66

Windsor, CO

PNC Wealth Management

Tucker Myers is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and the Bank of Colorado. Myers serves as treasurer for a local Toastmasters club, where he manages financial records and budgeting. PNC Wealth Management offers brokerage and advisory services through a model-based digital platform primarily available to employees, using algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

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

Series 66

Highlands Ranch, CO

PNC Wealth Management

Jonathan Vergara is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Colorado Credit Union, among other firms. Outside of his advisory role, he coaches the U12 team for Colorado United Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithm-driven risk assessments and mutual funds or ETFs for investment implementation.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Financial Professional Hispanic/Latino/Latinx
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Stephen W

Series 63, Series 66

Carmel, IN

PNC Wealth Management

Stephen Weick is a financial advisor at PNC Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining PNC Investments LLC in 2022, he worked at The Engledow Group and held roles in companies outside of finance, including Starbucks, Compass Group USA, Leelanau Coffee Roasting Company, and Java House Coffee. 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 algorithmic risk assessment and implements investments via approved mutual fund and ETF strategies.

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

Series 63, Series 66

East Windsor, NJ

PNC Wealth Management

Paresh Patel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

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

Series 66

Little Falls, NJ

PNC Wealth Management

David Bubnowski is a financial advisor with PNC Wealth Management, holding a Series 66 designation and having 20 years of industry experience. He has been with PNC investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, discretionary model account available to employees with PNC Bank online-banking credentials. The firm uses approved model strategies managed by PNC or third-party strategists and executes investments via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Matthew H

Series 63, Series 65

Cincinnati, OH

PNC Wealth Management

Matthew Holmes is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment to manage discretionary model accounts primarily invested in mutual funds and ETFs.

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

Series 63, Series 66

Fort Lauderdale, FL

PNC Wealth Management

Yisel Reyes is a financial advisor with PNC Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Wells Fargo, among other financial institutions. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees, which uses algorithm-driven risk assessments and invests in approved mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Glenn Allen P

Series 66

Boston, MA

PNC Wealth Management

Glenn Allen Prichett is a financial advisor at PNC Wealth Management in Boston, MA, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at MBSC Securities Corporation and Mellon Corporation, where he worked for 17 years, as well as BNY Mellon NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments to guide portfolio strategy and delegates portfolio implementation to third parties.

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

Series 63, Series 65, Series 66

Pittsburgh, PA

PNC Wealth Management

Sean Smith is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and KeyBank. 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 employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

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

Series 63

Boerne, TX

PNC Wealth Management

Omar Lozano is a financial advisor with PNC Wealth Management in Boerne, TX, holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include significant tenures at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, INC., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy managed by PNC and third-party strategists that relies on algorithmic risk assessment and executes investments via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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