Eric Nelson Jr. is a financial advisor with PNC Wealth Management in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests through approved model strategies managed by PNC or third-party strategists.

Matthew Heflin is a financial advisor with PNC Wealth Management in Peoria, IL. He holds the Series 66 designation and has experience at PNC Bank since 2022 and previously worked at Paradice Hotel and Casino from 2014 to 2022. Heflin joined PNC Wealth Management in 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering available by invitation to employees with existing PNC Bank online credentials. The program uses algorithm-driven risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.