Jordan Greenlee is a financial advisor with PNC Wealth Management in Bloomington, IL, holding a Series 66 credential and nine years of industry experience. His prior experience includes roles at Equitable Advisors, Axa Advisors, West Point, and Eastern Illinois University. He serves as Treasurer for First Gig Rock Camp of Kids, a nonprofit music performance group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot for PNC employees that uses algorithmic risk assessment and implements investments via approved strategies and mutual funds or ETFs.

Kevin Thomas is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third parties.