Andrew Melo is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with PNC Wealth Management and previously worked at Bank of America and Merrill. Melo serves as a power of attorney for family-related fiduciary matters. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Platform Solutions Strategist program for employees, which utilizes algorithmic risk assessment and third-party-managed portfolios primarily composed of mutual funds and ETFs.

Trey Book is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the food service industry and has held roles related to recreation and sports organizations. 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’s program uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing.

Seythe Leffall Mc Coy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, Axon, Inc., Republic Services, Booz Allen Hamilton, and the Association for American Railroads. Outside of his advisory role, Mc Coy is involved in several community and alumni organizations, including serving as Immediate Past President and 2nd Vice President in chapters of the National Hampton Alumni Association, as well as participating in personal safety instruction and disaster relief volunteering. 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 utilizes algorithm-driven risk assessment and implements portfolios via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Alan Koncal is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. His career includes roles at PNC Investments, U.S. Bancorp Investments, US BANK, and Morgan Stanley. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmically recommended investment models managed by PNC or third-party strategists.

Cristopher Valladares is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

Jesus Mercado is a financial advisor with PNC Wealth Management in Beaumont, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, E*TRADE Capital Management, Fidelity Brokerage Services, and BBVA Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring an invitation-only digital portfolio solution that uses algorithmic risk assessment and manages investments via mutual funds and ETFs with annual rebalancing.

Martin Labowicz is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill Lynch. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Devin Frey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments LLC since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment to recommend portfolios managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Jamie Bressler is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2012. Outside of his advisory role, he is the owner of Humble Bee Boutique. 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 utilizes approved model strategies executed through mutual funds and ETFs, with algorithm-driven portfolio recommendations and annual rebalancing.

Natalie Smith is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank for ten years. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment strategies implemented with mutual funds and ETFs.

Mark Menendez is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank, all between 2014 and 2021. Outside of his advisory work, he is the owner of Prestige Worldwide Development LLC. 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 risk assessments to guide investment strategy and utilizes third-party managers for portfolio execution and proxy voting.

Anthony Lombardi is a financial advisor at PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at JP Morgan Securities, Citizens Securities, and ownership of Oceanfeet LLC, a non-investment business he operates outside of trading hours. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which utilizes algorithmic risk assessment and approved mutual fund and ETF strategies.

Anthony Bosco is a Series 66-licensed financial advisor with 21 years of experience. He currently works at PNC Wealth Management and has previously held roles at Fifth Third Securities, Fifth Third Bank, HighTower Advisors LLC, and Wells Fargo Advisors LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and third-party-managed investment strategies.

Tyler Wilson is a Series 66-licensed advisor with PNC Wealth Management in Carmel, IN, with six years of industry experience. He has been with PNC Investments since 2017, following prior roles at PNC Bank. Outside of his advisory role, he is a landowner of tillable farmland. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to implement portfolios with mutual funds and ETFs.

Virginia Shirtsa is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with PNC Bank since 2014. Her current role at PNC Investments LLC began in 2025, following a prior four-year tenure with the firm. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC Bank employees. The firm uses algorithm-driven risk assessments to guide investment strategies implemented via approved models managed by PNC or third-party strategists.

David Anderson is a Series 66-registered advisor with PNC Wealth Management, based in Absecon, NJ, and has eight years of industry experience. Prior to joining PNC in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc for eight years. Outside of finance, he is the owner of Edge Salon & Spa, a beauty salon business. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with an annual rebalancing approach.

Matthew Lovre is a Series 66-registered financial advisor with PNC Wealth Management in Pittsburgh, PA, and has two years of industry experience. His prior roles include positions at AE Wealth Management, Alto Financial Group, Kestra Advisory Services, and Becker Wealth Management. Outside of finance, he has held roles in the hospitality and beverage industries, including work with Helltown Brewing and Baja Bar and Grill. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic assessments to recommend portfolio strategies implemented via mutual funds and ETFs.

Marco Garza is a financial advisor with PNC Wealth Management based in Rio Grande City, TX, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His previous roles include positions at BBVA Wealth Solutions, Compass Bank, BBVA Securities, BBVA Insurance Agency, and New York Life Insurance Company. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and delegates portfolio management to approved strategists and third parties.

David Fahrenthold is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2006. Outside of his advisory role, he is the owner of Sweet Starts, a non-investment related business. 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 algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Julian Montaque Williams is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at TD Bank N.A., TD Private Client Wealth LLC, and HSBC Securities (USA) Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.