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Christy R

Series 63, Series 65

Wilmington, DE

PNC Wealth Management

Christy Rivera is a financial advisor at PNC Wealth Management in Wilmington, DE, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with PNC Financial Services Group since 1999 and PNC Investments since 2005. 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 algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

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

Series 63, Series 65

Bryn Mawr, PA

PNC Wealth Management

Craig Galello is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only employee pilot offering that uses algorithm-driven risk assessments and discretionary model portfolios managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Scott W

Series 66, Series 63

Cleveland, OH

PNC Wealth Management

Scott Wise is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2015. 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 assessments and implements investments via approved model strategies with annual rebalancing.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Bruce Begley is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 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 for employees that uses algorithm-driven risk assessment and diversified mutual fund and ETF strategies.

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

Series 66

Carnegie, PA

PNC Wealth Management

Mark Mackewich is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 66

Lewes, DE

PNC Wealth Management

Benjamin Schropp is a financial advisor with PNC Wealth Management in Lewes, Delaware, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and JP Morgan Chase, as well as service with the Delaware Air National Guard. Outside of his advisory work, he is an owner of a rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic questionnaires to guide investment strategy selection and employs mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65, Series 66

Sarver, PA

PNC Wealth Management

Tana Hessom is a financial advisor with PNC Wealth Management in Sarver, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs with annual rebalancing.

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

CFP®, Series 66

St. Augustine, FL

PNC Wealth Management

Matthew Tarantino is a CFP® with 11 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at firms including Citigroup, Fidelity Brokerage Services LLC, and Commonwealth Financial Network. Outside of finance, he has been a manager of a non-investment related rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist for employees that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

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

Series 66

Bear, DE

PNC Wealth Management

David Vari is a financial advisor with PNC Wealth Management, holding a Series 66 credential and 17 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend risk-based investment strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Terrence N

Series 63, Series 66

Bridgewater, NJ

PNC Wealth Management

Terrence Norton is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with PNC Investments since 2008 and worked at Merrill from 2003 to 2008. Outside of his advisory role, he has been involved as a landlord in a non-investment 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 algorithmic risk assessment and manages portfolios via approved strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Edward F

CFP®, Series 63, Series 65

Camp Hill, PA

PNC Wealth Management

Edward Frome is a CFP® professional with 29 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. since 2009. 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 and implements portfolios via approved model strategies managed by PNC or third-party strategists.

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

Series 66

Westlake, OH

PNC Wealth Management

John Landers is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC, Pruco Securities, Prudential Insurance Company of America, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party strategists for portfolio implementation.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Michael Fitzgerald is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His prior experience includes six years at Riversource Distributors before joining PNC Investments in 2020. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and managed mutual fund and ETF strategies.

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

Series 66

Cleveland, OH

PNC Wealth Management

Jason Riley is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. His prior roles include positions at MarshBerry Capital LLC, Aspiration Partners, Inc., and several divisions within PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithmic risk assessment and outsourced portfolio management.

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

Series 66

Centerville, OH

PNC Wealth Management

William Beeson is a Series 66-licensed financial advisor at PNC Wealth Management in Centerville, OH, with 19 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees, which utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

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

Series 66

Ocala, FL

PNC Wealth Management

Colleen Lavon is a financial advisor with PNC Wealth Management in Ocala, Florida, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and BBVA Wealth Solutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments to manage investments primarily via mutual funds and ETFs.

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

Series 66

Carmel, IN

PNC Wealth Management

Michael Stolte is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has worked at PNC Investments since 2014 and previously held roles at Fifth Third Securities and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently available as an invitation-only pilot for employees. The program uses algorithmic risk assessments and invests through approved mutual fund and ETF strategies managed or delegated by PNC and third parties.

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

CFP®, Series 63, Series 65

Niles, IL

PNC Wealth Management

Robert Cullen is a CFP® professional with 19 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Edward Jones, Citibank, BMO Wealth Management, and Fifth Third Bank. Outside of his advisory role, he is a co-owner of The Bet Exchange LLC, a software development company holding two patents. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmically selected risk profiles and invests in mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 66

Stockton, CA

PNC Wealth Management

Nicholas Hagan is a financial advisor with PNC Wealth Management in Stockton, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, J.P. Morgan Securities, Wells Fargo Advisors, and CitiGroup. Outside of advisory work, he is involved in managing a non-investment-related condo rental 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 third-party managed strategies primarily employing mutual funds and ETFs.

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

Series 63, Series 65

Canal Winchester, OH

PNC Wealth Management

Douglas Bolenbaugh is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2009. 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 by PNC or third-party strategists and employs algorithmic tools for model selection and risk assessment.

Passive / index investing Active portfolio management Wealth management Executive
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