Gregory Barnett is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company, where he spent over 20 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party managed model strategies primarily executed with mutual funds and ETFs.

James Wallace is a financial advisor with PNC Wealth Management in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and portfolio rebalancing using mutual funds and ETFs. The firm’s approach includes delegated portfolio implementation and third-party oversight.