John Fisher is a Series 66-licensed financial advisor with PNC Wealth Management in Wilmington, DE, where he has worked since 2011. He has 23 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Michelle Tracy is a financial advisor with PNC Wealth Management in Wilmington, DE, holding a Series 66 designation and having 30 years of industry experience. She has been with PNC Bank and PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented with mutual funds and ETFs.

Donald Didonato is a financial advisor with PNC Wealth Management, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses approved model strategies managed by PNC or third parties and executed with mutual funds and ETFs.

Adam Vari is a financial advisor at PNC Wealth Management in Wilmington, DE, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Interac and two educational institutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model that uses algorithmic risk assessment and implements investments via mutual funds and ETFs.

Brian Moser is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2015. Outside of his advisory role, he is a co-owner of several short-term rental properties. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management.

David Woodward is a financial advisor at PNC Wealth Management with 27 years of industry experience. He has worked at PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online account offering managed by PNC or third-party strategists with an algorithmic risk assessment and no direct individual security trading.

Scott Keehn is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists and emphasizes algorithm-driven portfolio allocation and risk assessment.