Anthony Quinlan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments since 2013. 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 assessment to guide investment strategies executed via mutual funds and ETFs.

Dillon Hudson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. His career includes roles at PNC Investments, Edward Jones, 1st Summit Bank, and Fastenal. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. 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 implements investments via approved model strategies.

Adam Snell is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Merrill and Merrill Lynch from 2011 to 2020 before joining PNC Investments in 2020. He is currently based in Charlotte, NC, and is affiliated with PNC Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, invitation-only Portfolio Solutions Strategist offering for employees. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Hana Lee is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory work, she is a part-time sales associate at a beauty-related retail store in Charlotte, NC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm employs algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Philip Patragnoni is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is the owner of Philip Marc Sons of Liberty, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available only to employees. The firm uses algorithm-driven risk assessments to guide investment in approved mutual funds and ETFs, with portfolio management delegated to third parties.

Victor Kossowicz is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution currently available to select employees. The firm’s approach uses algorithm-driven risk assessment and approved third-party strategies, focusing on mutual funds and ETFs with annual rebalancing.

Ayeesha Salinas is a financial advisor with PNC Wealth Management in Englewood, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, 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 employee pilot. The firm uses approved model strategies executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Jiaqi Li is a financial advisor at PNC Wealth Management with 10 years of industry experience. Prior to joining PNC in 2023, Li worked at International Assets Advisory, LLC and International Assets Investment Management, LLC from 2014 to 2023, as well as at Beijing Puruí Fangwei Science & Technology Development Co., Ltd from 2017 to 2019. Li holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The program uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

James Buchanan is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities, Fisher Investments Canada, Morgan Stanley, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm’s investment approach utilizes approved model strategies managed by PNC or third-party strategists with automated portfolio implementation and annual rebalancing.

Quan Luu is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Bank of America, Merrill, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is co-owner of Apex Moto LLC, operating the RideSmart Motorcycle School. 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 assessments and delegates portfolio management and proxy voting to third parties.

Salvatore Mansueto is a CFP® professional with 24 years of industry experience, currently serving with PNC Wealth Management in Boston, MA. His career includes roles at PNC Investments LLC, Enterprise Investment Services, Commonwealth Financial Network, Citizens Securities, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.

Matthew Welch is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, online discretionary model account available to select employees. The firm’s approach uses approved model strategies managed by PNC or third-party strategists, with automated portfolio implementation and annual rebalancing.

Alejandro Barrera is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation. The firm’s approach involves algorithm-driven risk assessment and uses third-party strategists to manage investments primarily in mutual funds and ETFs, with annual rebalancing.

Daniel Holtz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments LLC since 2015 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments to guide portfolio selection and delegates portfolio implementation to third parties.

Brian Degaetano is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Compass Bank and BBVA Wealth Solutions, where he worked for eight years. Outside of finance, he is a percussionist with the Gadsden Symphony Orchestra and owns a photography business, Brian Degaetano Imaging. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Justin Chapman is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Advisors. In addition, he has experience in the family business, having worked at Chapman Funeral Home for over a decade. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Timothy Mahoney is a financial advisor at PNC Wealth Management with 35 years of industry experience. His prior roles include positions at Equity Trust Company and PNC Capital Advisors, among others. 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 discretionary account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Zakir Odhwani is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 23 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is based in Coral Gables, Florida. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering designed as an invitation-only pilot for employees. The firm uses algorithm-driven investment selection and third-party managers to implement diversified portfolios primarily composed of mutual funds and ETFs.

Vesta Fisher is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PNC since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and discretionary model accounts managed by PNC or third-party strategists.