Timothy Seward is a financial advisor with PNC Wealth Management, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His career includes roles at BBVA Wealth Solutions, Fifth Third Securities, and Merrill Lynch. Outside of finance, he was involved with Upward Sports for four years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently in an employee-only pilot phase that uses algorithm-driven risk assessments and implements investment strategies via mutual funds and ETFs.

Kevin Delvalle is a CFP® professional with 13 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at firms including Merrill Lynch, BKS Partners, Kestra Investment Services, Raymond James, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven risk assessments and uses mutual funds and ETFs for portfolio management.