Christina Carey is a financial advisor with PNC Wealth Management in Mesa, Arizona, holding Series 63 and Series 66 designations and 18 years of industry experience. Her prior roles include positions at Charles Schwab, BancWest Investment Services, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and invests in approved models managed by PNC or third parties. The firm’s approach involves delegated portfolio implementation with limited direct client interaction and features an employee-only pilot structure.

Casey Coffey is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BOK Financial Securities, Inc. and Bokf, Na. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only employee pilot for a digital, discretionary model account that uses approved strategies managed by PNC or third parties and executed with mutual funds and ETFs. The firm’s approach involves algorithm-driven portfolio selection and annual rebalancing, with portfolio implementation and proxy voting delegated to external providers.