WEALTH PLANNING ROSTER Corporate Stephen S. Pappaterra (Philadelphia) Managing Director of Wealth Planning B.A., Rutgers University; J.D., Rutgers University School of Law– Camden Mark W. Buxton (Cleveland) Director of Wealth Planning B.A., Bethany College; MBA, Kent State University; J.D., Cleveland-Marshall College of Law; CFP®; ChFC®; CLU® Philadelphia/Southern New Jersey/Delaware Jacquelyn Boyer (Philadelphia) B.A., Cedarville University; J.D., LL.M. (in Taxation), Temple University School of Law Anne E. Davis (Philadelphia)* B.S., Bucknell University; CFP® Heather Flanagan (Blue Bell) B.A., University of Nebraska at Lincoln; M.F.A., University of California, Los Angeles; J.D., Creighton University School of Law; LL.M. (in Taxation), University of Florida Levin College of Law; CSPG CM;; TEP Mark Hasenauer (Philadelphia) B.S., Rutgers–Camden; J.D., Widener University School of Law; LL.M. (in Taxation), Villanova University School of Law; CPA Meaghan Hogan (Philadelphia) B.A., Vassar College; J.D., Emory University School of Law; LL.M. (in Taxation), Temple University School of Law Leanna Johannes (Doylestown) B.S., Indiana University; J.D., Widener University School of Law; ADPA® Gregory Klipstein (Philadelphia) B.A., Temple University; J.D., LL.M. (in Taxation), Temple University School of Law Emily Klopsic (Philadelphia)* B.S., Grove City College; CFP® WEALTH PLANNING ROSTER 2 Jennifer A. Messa (Wayne) B.A., Chestnut Hill College; J.D., California Western School of Law; LL.M. (in Taxation), Temple University School of Law Mary-Noelle Rasi (Philadelphia) B.F.A., B.A., Wilkes University; J.D., Rutgers University School of Law–Camden; LL.M. (in Taxation), Temple University School of Law Joanne Shallcross (Philadelphia) B.S., University of Pittsburgh; M.S,N. (Nursing), University of Pennsylvania; J.D., Widener University School of Law Risa Stolker (Philadelphia) B.A., George Washington University; M.A., Columbia University; CFP® Lisa Susanto (Philadelphia) B.S., Trisakti University at Jakarta; MBA, Drexel University; CFP® William C. Whitmore III (Wilmington) B.S., Drexel University; CFP®; RICP® Central Pennsylvania/Northeast Pennsylvania Benjamin A. Fenicle (Lancaster) B.S., University of Delaware; M.T. (in Taxation), Villanova University; CFP® Julia Foley (Camp Hill) A.A., Freeman Business School State University of New York; CFP® David Matchett (Scranton/Bethlehem/WilkesBarre/Stroudsburg) B.A., Villanova University; MBA, Pace University; J.D., Seton Hall University School of Law; LL.M. (in Taxation), New York University School of Law; CPA Laurence J. Mroz (State College) B.S., Pennsylvania State University (Erie); CPA; CFP® New Jersey Megan Brozowski (Millburn) B.A., St. Lawrence University; CFP®; CDFA™ Devin Cohen (Bergen) B.A., State University of New York (Binghamton); J.D., American University Daniel S. Donofrio (Bergen)* B.S., Lehigh University Mitchell A. Feingold (Red Bank) B.S., Montclair State University; CFP®; CTFA; CTCP WEALTH PLANNING ROSTER 3 Paul J. Gaudio (Princeton) B.S., Duquesne University; M.S. (in Taxation), Fairleigh Dickinson University; CFP®; ChFC® Ludmila K. Golad (Bergen) B.A., New York University; J.D., Fordham University School of Law; AEP® Mary Ellen Hancock (Bridgewater) B.A./B.S., Montclair State University; M.S. (in Taxation), Fairleigh Dickinson University; CFP® Joseph Hernandez (Millburn)* B.A., Rutgers University – New Brunswick Anthony Viducic (Millburn) B.A., New York University; J.D., St. John’s University School of Law; LL.M. (in Taxation), Villanova University School of Law Greater Maryland John Cogar (Baltimore) Greater Maryland Wealth Planning Director B.A., DePauw University; J.D., LL.M., Boston University; Fellow, American College of Trust & Estate Counsel Allison Brill (Baltimore) B.A., Wake Forest University; J.D., Georgia State University Lisa H.R. Hayes (Baltimore) B.S., Guilford College; MBA, J.D., University of North Carolina School of Law; CPA Clay T. Henry (Delmarva) B.S.M.E., United States Naval Academy; MBA, University of Pennsylvania – The Wharton School; CFP® Michael Moloney (Baltimore) B.A., University of Vermont; CFP® Kenneth L. Pittman (Annapolis) B.A., University of Maryland; M.A.S., Johns Hopkins University; M.S., College for Financial Planning; CFP®; ChFC®; CLU® Bryan Tracy (Baltimore)* B.A., Brown University; CFP® Greater Washington J. Max Barger (McLean) B.A., Indiana University; J.D., MBA, Regent University School of Law Celandra Deane-Bess (District of Columbia) B.S., Wharton School of Business, University of Pennsylvania; MBA, Booth School of Business, University of Chicago; CFP® Keri Hughes (Bethesda) B.A., Catholic University; CPA; CFP® Linda Landry (Hampton Roads) B.B.A., University of Texas – Pan American; CFP®; AEP®; ChFC® WEALTH PLANNING ROSTER 4 Sarah Campbell Soriano (Bethesda) B.A., New York University; J.D., Pepperdine School of Law Elizabeth Kim Wei (District of Columbia) B.S., Miami University; J.D., George Mason University School of Law; LL.M. (in Taxation), Georgetown University Law Center Kevin Ta (McLean) B.A., George Mason University; CFP®; CTFA North Carolina R. James (Jim) Benedict, Jr. (Charlotte) B.S./B.A., University of North Carolina at Chapel Hill; CPA; CFP® Katherine E. Kraeblen (Raleigh) B.B.A., University of Wisconsin; M.S. (in Taxation), University of Wisconsin; CPA; CFP® Georgia/Alabama Bryan P. Koepp (Atlanta) B.A., The College of Wooster (Ohio); J.D., The Ohio State University College of Law; CFP®; TEP Harvey A. Hutchinson III (Birmingham) B.S., MBA, Auburn University; M.A., The University of South Alabama; J.D., Regent University School of Law; LL.M. (in Taxation), The University of Alabama School of Law; CFP®; CEBS; CTFA Florida Jennifer J. Immel (Naples) Florida Wealth Planning Director B.A., Duke University; J.D., Fordham University School of Law; LL.M. (in Taxation), New York University School of Law Shelley Cabangon (Palm Beach) B.A., University of Florida; J.D., New England Law – Boston; LL.M. (in Taxation), Boston University School of Law Marco Crespi (Ft. Lauderdale) B.A., Queens College, City University of New York; J.D., Touro College Law Center Tanya M. Cutrone (Naples) B.S., State University of New York at Geneseo; J.D., St. John’s University School of Law Louis (Drew) LaGrande (Tampa) B.S., University of Central Florida; J.D., Nova Southeastern University; LL.M. (in Estate Planning), University of Miami School of Law Scott Patterson (Orlando) B.S., Pennsylvania State University; M.S. (in Taxation), University of Central Florida WEALTH PLANNING ROSTER 5 Aaron Thiel (Sarasota) B.A., University of Florida; J.D., University of Miami School of Law Pierre M. Vogelbacher (Orlando) B.A., University of Florida; J.D., Nova Southeastern University; LL.M. (in Taxation), University of Miami School of Law Pittsburgh Theresa Malmstrom (Pittsburgh) Pittsburgh Wealth Planning Director B.A., University of Pennsylvania; J.D., University of Pittsburgh John A. Battilana (Pittsburgh) B.S., MBA, Robert Morris University; CFP®; CLU® Joan M. Brennfleck (Pittsburgh)* A.S. (Paralegal), Allegheny County Community College Katherine R. Byrne (Pittsburgh) B.S., J.D., Duquesne University; LL.M. (in Taxation), Boston University; CPA Kenneth Chapel (Pittsburgh) B.S./B.A., Robert Morris University; M.S. (in Finance), Robert Morris University; CFP® Andrew Cipro (Pittsburgh)* B.S., University of Pittsburgh Gene M. Crescente (Pittsburgh) B.S., MBA, University of Pittsburgh; J.D., University of Pittsburgh Law School Nicole A. Dorazio (Pittsburgh)* B.S., Grove City College Quinntarra Morant (Pittsburgh) B.S., Duquesne University; J.D., Pittsburgh University School of Law Carol G. Murray (Pittsburgh) B.S., Clarion University of Pennsylvania; J.D., Duquesne University School of Law; CPA Timothy Perkey (Pittsburgh B.S., Indiana University of Pennsylvania; CFP® Amanda L. Priebe (Pittsburgh) B.S., University of Pittsburgh; CFP® Matthew Pruitt (Pittsburgh) B.S., Purdue University; CFP® Lori Rodgers (Pittsburgh) B.S., Pennsylvania State University; MBA, Duquesne University Northwest Pennsylvania Domini Allison (Erie)* B.S., Pennsylvania State University; CRPC® Mark B. Johnston (Sharon) B.S., Westminster College; CFP® WEALTH PLANNING ROSTER Paul M. Taylor (Erie) 6 B.A., Mercyhurst College; CFP® Ohio Jennifer Chess (Cleveland) B.S., John Carroll University; CFP® Guy M. Clanton (Cincinnati) B.A., Miami University; CPA; CFP® Michael L. Dailey (Cincinnati) B.S., University of Kentucky; CPA; CVA; CGMA Amanda R. DeLong (Dayton) B.S., Wright State University; CFP® Thomas A. Doll (Cincinnati) B.A., Miami University Charles (Chuck) Grimm (Cleveland) B.S., MBA, State University of New York at Buffalo; CPA; PFS; CFP® Michelle Hauslein (Dayton) B.S., University of Toledo Douglas Hicks (Akron/Youngstown) B.S., The University of Akron; CPA; CFP® James B. Perrine (Cleveland) B.S., Purdue University; CFP® Francine Price (Cleveland) B.S., University of Dayton; MBA, John Carroll University Scott M. Robbins (Toledo) B.S., Michigan State University; J.D., Thomas M. Cooley Law School Erin M. Savage-Weaver (Cincinnati)* B.S., University of Cincinnati Jeffrey D. Smith (Columbus) B.A., College of Wooster; CFP® Eric D. Van Buskirk (Columbus) B.A., Miami University; J.D., Capital University Law School Sean M. Young (Cincinnati) B.A., University of Cincinnati; J.D., University of Dayton School of Law; LL.M. (in Taxation), John Marshall Law School Kentucky Steven C. Beck (Louisville)* B.B.A., University of Kentucky; J.D., University Kentucky College of Law Jason L. Lee (Lexington) B.S., California State University – Sacramento; J.D., University of Kentucky College of Law; CPA Laurie Beth Mc Tighe (Louisville) B.S., Indiana University Southeast; J.D., University of Louisville Brandeis School of Law WEALTH PLANNING ROSTER 7 Melanie McCoy (Louisville) B.S., J.D., University of Kentucky College of Law; CTFA Matthew D. Watkins (Louisville) B.A., University of Louisville; J.D., University of Louisville Brandeis School of Law; LL.M. (in Taxation), DePaul College of Law Illinois / Milwaukee Susan Baran (Milwaukee) B.A., University of Wisconsin – Whitewater; M.S., University of Wisconsin – Milwaukee; J.D., Marquette University Law School Kathleen B. Christy (Chicago) B.B.A., Abilene Christian University; CPA, CTFA Adnan Khansur (Chicago) B.A., University of South Florida; J.D., Nova Southeastern University Kim M. Liva (Chicago) B.S., Iowa State University; CFP®; ChFC®; CLU®; CTFA Donna A. Marcacci (Peoria) B.A., Augustana College; MBA, Illinois State University; CFP® Missouri Deborah Smiley (St. Louis) B.A., J.D., University of Kentucky College of Law; CFP® Indiana Benjamin W. Campbell (Indianapolis) B.A., Hanover College; J.D., DePaul University College of Law Gary Dillman (Fort Wayne) B.B.A., Indiana Institute of Technology; CFP® Amy R. Hlavacek (Carmel) B.A., M.S., Ball State University; CPA; CFP® Kirk Loerwald (South Bend) B.B.A., Texas Tech University; CFP®; ChFC® Greg L. Pawlowski (Indianapolis) A.B., MBA, Indiana University; J.D., Indiana University School of Law; CPA; CFA® Michigan Randall Ackerman (Kalamazoo) B.B.A., MBA, University of Michigan; CPA; CFP®; CTFA Kylee Alvord (Kalamazoo) B.B.A., MBA, Western Michigan University; CFP® WEALTH PLANNING ROSTER 8 Jo Anne Hinds (Grand Rapids) B.A., Eastern Michigan University; J.D., Wayne State University School of Law Tracy L. Nixon (Detroit) CFP®; CDFA® Nazneen H. Syed (Lansing) B.S./B.A., University of Massachusetts at Amherst; J.D., LL.M. (in Taxation), Thomas M. Cooley Law School * Serves as Associate Wealth Planner ** Serves as Associate Wealth Planner with Corporate Responsibilities The PNC Financial Services Group, Inc. (“PNC”) uses the name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDICinsured banking products and services and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and uses the name PNC Wealth Management® to provide certain fiduciary and agency services through its subsidiary, PNC Delaware Trust Company. Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. PNC does not provide legal, tax or accounting advice and does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act ("Act"). Investment management and related products services provided to a “municipal entity” or “obligated person” regarding "proceeds of municipal securities" (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser. "PNC Wealth Management" is a registered trademark of The PNC Financial Services Group, Inc. Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value. pnc.com/wealthmanagement (As of September 2014)
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