PNC Wealth Management

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Amy Orcutt is a financial advisor at PNC Wealth Management with 17 years of industry experience. She has been with PNC Investments, LLC since 2016. She holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Phillip Elias is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Bank of America, N.A., and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Henry Cook Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account pilot for PNC Bank employees that uses algorithmic risk assessment and approved model strategies.

Bryan Turnbull is a financial advisor with PNC Wealth Management in Modesto, CA, holding Series 63 and Series 65 certifications and bringing 16 years of industry experience. His prior roles include positions with BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank between 2011 and 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio solution for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Jeffrey Glenn is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining PNC Investments in 2021, he worked at several BBVA entities from 2003 to 2021. Outside of finance, he operates Executive Landscaping, a business he has owned since 2002. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist for employees that uses algorithm-driven risk assessments and investment via mutual funds and ETFs managed by PNC or third parties.

Scott Melnick Jr. is a CFP® professional at PNC Wealth Management with 12 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 11 years before joining PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Jose Betancourt is a CFP® professional with 14 years of industry experience. He is currently with PNC Wealth Management and previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. Betancourt owns two non-investment related businesses, Betcha LLC and JABE Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that utilizes algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Brian Hammel is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC Investments since 2009 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven questionnaires to guide investment strategy and employs mutual funds and ETFs with annual rebalancing.

Charles Schwender is a financial advisor at PNC Wealth Management holding a Series 66 designation. He began his advisory career in 2024 after completing full-time education. His prior experience includes roles at First Horizon Bank and LDV, as well as work related to the University of Alabama and Hoover Recreation Center. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

David Peyser is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven discretionary model account offered as an employee pilot. The program uses approved model strategies managed by PNC or third-party strategists and primarily invests in mutual funds and ETFs with annual rebalancing.

Cynthia Bittle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. This program uses algorithmic risk assessment and investments via mutual funds and ETFs managed by PNC or third parties.

Georgia Phillips is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm’s approach includes algorithm-driven risk assessment, use of approved model strategies managed by PNC or third parties, and portfolio implementation delegated to external providers.

Joshua Branham is a financial advisor with PNC Wealth Management in Lexington, KY, holding a Series 66 designation and six years of industry experience. His career includes roles at Merrill, Bank of America, and Ameriprise Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessment and third-party managed strategies.

Mayela Orrantia is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with PNC Investments LLC and PNC Bank since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and manages portfolios with mutual funds and ETFs under an annual rebalancing framework.