Carmel, IN North Pennsylvania Street Office

Daniel Kurowski is a financial advisor with PNC Wealth Management in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 12 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment to guide investment strategy selection. The firm employs mutual funds and ETFs managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Tyler Wilson is a Series 66-licensed advisor with PNC Wealth Management in Carmel, IN, with six years of industry experience. He has been with PNC Investments since 2017, following prior roles at PNC Bank. Outside of his advisory role, he is a landowner of tillable farmland. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to implement portfolios with mutual funds and ETFs.

Jessica Mosier is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 66 and Series 65 licenses. She has 13 years of industry experience, including six years at PNC Investments and six years at PNC Capital Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements investments through approved model strategies managed by PNC or third-party strategists.

Brett Brenczewski is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he is also a property owner. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot for employees that employs algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Sara Luebbert is a financial advisor with PNC Wealth Management in Carmel, IN, holding a Series 66 designation and 10 years of industry experience. She has been with PNC investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The program uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Myra Lighter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Charles Gavit is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and managed model strategies executed via mutual funds and ETFs.

Joshua Gavit is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Ronald Blue Trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach involves algorithm-driven portfolio selection and uses approved model strategies executed with mutual funds and ETFs.

David Recker is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Fifth Third Securities. Outside of his advisory role, he has ownership interests in a real estate business unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithmic tools to recommend risk-based investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Kelly Makeever is a Series 66-licensed financial advisor with PNC Wealth Management, based in Carmel, IN, and has 14 years of industry experience. She has worked with PNC Investments since 2011. Outside of her advisory role, she provides musical instruction as a non-investment-related activity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees. The firm uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

Sathish Dharma is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithmic risk assessment and utilizes approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Brent Paddock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he serves as an umpire for high school and college baseball games. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs, with portfolio management delegated to third parties.

Joshua Jaramillo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for PNC Bank employees that uses mutual funds and ETFs with annual rebalancing.

Michael Naab is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with PNC Investments Inc. since 2010 and also has a role at Indiana University starting in 2005. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment to guide investment selections managed via mutual funds and ETFs.