Daniel Grabowski Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo, where he worked from 2016 to 2022. He is based in Ft. Myers, Florida. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy offering for employees. The firm uses algorithmic questionnaires to guide investment models composed of mutual funds and ETFs, with portfolio implementation handled by third parties.

Lisa Pickering is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has held positions at PNC Investments since 2017 and previously worked at The Huntington Investment Company from 2009 to 2017. She holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based investment models implemented with mutual funds and ETFs.