Michael Naab is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with PNC Investments Inc. since 2010 and also has a role at Indiana University starting in 2005. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment to guide investment selections managed via mutual funds and ETFs.

Jorge Cantu is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BBVA Wealth Solutions, Bbva Securities, Bbva Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm's approach uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with annual rebalancing.

Callie Elrod is a financial advisor at PNC Wealth Management with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2021. Her prior experience includes roles at BBVA Wealth Solutions, Bbva Securities, BBVA Compass Insurance Agency, and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithmic risk assessments and executes strategies via mutual funds and ETFs. The firm’s offering is currently limited to employees with PNC Bank online credentials and involves third-party delegates for portfolio implementation and proxy voting.

Jason Armstrong is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, all with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and allocates assets via approved model strategies.

Rodrigo Alvarez is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at PNC Investments and PNC Bank, alongside a long-term association with Walmart. 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 discretionary model management with mutual funds and ETFs.

Christopher Ortiz is a financial advisor at PNC Wealth Management in Indianapolis, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Bank of America, Merrill, and PNC Investments LLC. Ortiz has also worked in various roles outside the financial sector, including at Kiewit Construction and educational institutions such as Indiana University and Indiana University Purdue University Indianapolis. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy for PNC Bank employees that uses algorithmic risk assessment and third-party managed investment models.

Larenz Mitchell is a financial advisor with PNC Wealth Management in Wayne, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and TD Bank before joining PNC. 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 algorithm-driven portfolio recommendations and invests in mutual funds and ETFs with annual rebalancing.

Deborah Kahn is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and with eight years of industry experience. She has worked at PNC Investments since 2016 and previously at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm utilizes algorithmic assessments to recommend risk bands and implements strategies using mutual funds and ETFs with annual rebalancing.

Jeffrey Deeter is a financial advisor with PNC Wealth Management in Ashland, Ohio, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Investment Professionals Inc for seven years before joining PNC Investments in 2018. 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 delegates portfolio implementation to approved strategists, focusing on mutual funds and ETFs with annual rebalancing.

Anthony Caruso is a Series 66-credentialed advisor at PNC Wealth Management with 16 years of industry experience. He has worked at PNC Investments, LLC since 2017 and previously at WesBanco Securities, Inc. from 2015 to 2017. Based in Pittsburgh, PA, Caruso focuses on advisory services within an enterprise firm setting. 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 delegates portfolio management to approved strategists and third parties.

Scott Vates Jr. is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JP Morgan Chase Bank, The Huntington Investment Company, and Huntington National Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

James Sciortino is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PNC Investments since 2017, following prior roles at Mass Mutual Investors Services and MSI Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees with PNC Bank online credentials. The firm uses algorithmic risk assessment and third-party managers to implement investment strategies focused on mutual funds and ETFs.

Charles Donnell is a financial advisor with PNC Wealth Management based in Houston, TX, holding a Series 66 designation and has 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank from 2015 to 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 recommendations and manages investments via mutual funds and ETFs.

Ma Nang Lar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Citi Personal Wealth Management and Citigroup Global Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Andrew Sekulski is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2016. Outside of his advisory role, he is registered as a landlord but does not engage in active business hours related to that activity. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategist service for employees. The firm primarily uses algorithm-driven model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Joan Gray is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with PNC Investments since 2004, including its transition to PNC Investments, LLC in 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account available to employees with existing PNC Bank online-banking credentials.

Travis Hooser is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 credential and three years of industry experience. He previously held multiple roles at First Command Advisory Services, Brokerage Services, and Insurance Services from 2023 to 2026, following seventeen years of service in the US Army. Outside of his advisory work, he is involved in a family business, Hooser Horsemanship LLC, assisting with business filings and government requirements. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs.

Jason Batrez is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His prior experience includes roles at BBVA Wealth Solutions, Progressive Insurance, TD Ameritrade, and Scottrade. 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 approved model strategies with annual rebalancing.

Dunstan Oyugbo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank, Bank of America, HSBC Bank Australia, and Westpac Banking Group. His work history includes roles in both banking and securities firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that uses approved strategies executed via mutual funds and ETFs with annual rebalancing. The program is currently offered as an employee pilot relying on an algorithmic questionnaire for risk assessment.

Marta Krupa is a financial advisor with PNC Wealth Management in Elgin, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at PNC Investments LLC for 10 years before joining PNC Wealth Management in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.