Rocky River, OH Center Ridge Rd Office

Daniel Dolin is a financial advisor at PNC Wealth Management in Cleveland, OH, with 24 years of industry experience. He has been with PNC Investments since 2009 and holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account for employees that utilizes approved model strategies and annual rebalancing.

Scott Wise is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 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 offering for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies with annual rebalancing.

Jason Riley is a Series 66-licensed financial advisor at PNC Wealth Management with 20 years of industry experience. His prior roles include positions at MarshBerry Capital LLC, Aspiration Partners, Inc., and several divisions within PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithmic risk assessment and outsourced portfolio management.

Timothy Mcbride is a financial advisor with PNC Wealth Management in Cleveland, OH. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Mcbride has been with PNC Investments since 2013. 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 uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Stephen Jones is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees that uses algorithm-driven risk assessments and approved model strategies executed with mutual funds and ETFs.

Todd Winchell is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, Huntington National Bank, LPL Financial LLC, Five Star Bank, and Citizens Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Pete Angelokostopoulos is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments since 2014 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

John Ruebsteck is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has worked at PNC Investments since 2018 and previously spent four years at LPL Financial and Stratos Wealth Partners. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy currently available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to approved third-party strategists.

Mark Fullerman is a financial advisor with PNC Wealth Management in Cleveland, Ohio. He holds a Series 66 credential and has 17 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments and approved third-party strategists to implement investment strategies primarily through mutual funds and ETFs.

Lawrence Sapp Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory role, he is involved as an owner and trustee of non-investment-related rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategist currently available to select employees. The firm utilizes algorithm-driven risk assessment and approved third-party model strategies to manage investments primarily with mutual funds and ETFs.

Russell Sypen is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he is an owner and partner of Mazel Tov Cocktails LLC, operating The Spotted Owl. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and implements investments via approved model strategies managed by PNC or third-party strategists.

Eric Sanow is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with 15 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and manages portfolios through approved strategies executed with mutual funds and ETFs.

Jessica Novak is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and 18 years of industry experience. She has worked with various PNC entities since 2013, including PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

Jonathan Meyer is a financial advisor with PNC Wealth Management in Cleveland, OH, holding a Series 66 designation and six years of industry experience. His background includes roles at PNC Investments, PNC Bank, Nationwide Insurance, and Upshift Cincinnati. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution that uses approved model strategies managed by PNC or third-party strategists.

Robert Yurgalewicz is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with eight years of industry experience. His work history includes roles at PNC Investments since 2019, as well as positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, and Equity Trust Company. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.