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Ayman G

Series 63, Series 66

Westerville, OH

FIFTH THIRD SECURITIES, Inc.

Ayman Ghousheh is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and integrated platform relationships.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jason K

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Jason Klein is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 66 designations and has seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports both retail and institutional investors.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Roseanne P

Series 66

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Roseanne Pack is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Matthew G

CFP®, Series 65, Series 63

Montgomery, OH

FIFTH THIRD SECURITIES, Inc.

Matthew Griffin is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and has held various roles within Fifth Third Bank and its securities division since 2009. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account Platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and tax-overlay strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jacqueline W

Series 66, Series 63

Raleigh, NC

FIFTH THIRD SECURITIES, Inc.

Jacqueline Williams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Raleigh, NC, holding Series 66 and Series 63 licenses. She has 12 years of industry experience, including prior roles at Fidelity Investments and First Citizens. Williams has been with Fifth Third Securities and FIFTH THIRD BANK since 2019. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and sponsors the Passageway Managed Account Program, which features strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Daniel M

Series 63, Series 65

Evendale, OH

FIFTH THIRD SECURITIES, Inc.

Daniel Markarian is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Fifth Third Securities since 2014 and has been with Fifth Third Bank since 2012. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Steven H

Series 66, Series 63

Seminole, FL

FIFTH THIRD SECURITIES, Inc.

Steven Hart is a financial advisor with Fifth Third Securities, Inc., holding Series 66 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at Fisher Investments, Personal Capital, and Charles Schwab. He is currently based in Seminole, FL. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining third-party portfolio management with advisor-directed strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Chris G

Series 65, Series 63

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Chris Galbraith is a financial advisor with Fifth Third Securities, Inc. in Evansville, IN. He holds Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at Enterprise Holdings and holds educational experience at Western Kentucky University and Henderson County High School. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Eric B

Series 63, Series 66

Rosemont, IL

FIFTH THIRD SECURITIES, Inc.

Eric Burrows is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at J.P. Morgan Securities from 2003 to 2022 before joining Fifth Third Bank and Fifth Third Securities in 2022. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and integrates services through its affiliation with Fifth Third Bank, combining broker-dealer, investment adviser, and municipal advisor registrations.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Timothy R

Series 66

Grosse Pointe Farms, MI

FIFTH THIRD SECURITIES, Inc.

Timothy Reynolds is a Series 66-certified financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He previously worked at Ameriprise and Comerica Securities, Inc. Outside of his role at Fifth Third, he maintains employment with Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting various portfolio management approaches and a client-focused investment process.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Christopher H

Series 63, Series 66

Hebron, KY

FIFTH THIRD SECURITIES, Inc.

Christopher Hopper is a financial advisor with Fifth Third Securities, Inc. in Hebron, KY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2000. Fifth Third Securities serves a broad client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, with services ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Stephen H

CFP®, Series 66

Louisville, KY

FIFTH THIRD SECURITIES, Inc.

Stephen Holbrook is a CFP® professional with 22 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2005. He holds the Series 66 designation and is based in Louisville, KY. Outside of his advisory role, he is a co-owner and member of H Factor Enterprises LLC, a performance training and commercial space business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Justin B

Series 63, Series 66

Highland Heights, KY

FIFTH THIRD SECURITIES, Inc.

Justin Black is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2017. His previous positions include roles at Fidelity Brokerage Services LLC and Frey Electric. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and caters to a broad client base including corporations, trusts, and retirement accounts.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Elizabeth R

Series 65, Series 63

Tampa, FL

FIFTH THIRD SECURITIES, Inc.

Elizabeth Roman is an advisor at Fifth Third Securities, Inc. based in Tampa, FL, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior work includes roles at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third‑party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker‑dealer, SEC‑registered investment adviser, and municipal advisor, with a range of strategies from mutual fund and ETF models to SMA and direct indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Debbie A

Series 63, Series 66

Whitesville, KY

FIFTH THIRD SECURITIES, Inc.

Debbie Aud is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at Fifth Third Securities, Fifth Third Bank, U.S. Bank Home Mortgage, and involvement with St. Mary of the Woods Church. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing a range of investment strategies and third-party portfolio managers.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Matthew O

Series 63, Series 65

Greenville, SC

FIFTH THIRD SECURITIES, Inc.

Matthew Oconnor is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2023, following a 17-year tenure at Valic Financial Advisors and a year at Agia. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Bryan Y

Series 63, Series 65

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Bryan Yasho is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2026 and previously worked at Fifth Third Bank and several other firms starting in 2016. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including the Passageway Managed Account Program, which features options such as mutual-fund and ETF models, SMA strategies, and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Dominic D

CFP®, Series 63, Series 65

Wauconda, IL

FIFTH THIRD SECURITIES, Inc.

Dominic Defazio is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2011. He is also the owner of Aqua Body Floats, a business focused on designing upholstery for recreational activities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, distinguishing itself through its municipal-advisor registration and affiliation with Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Ben R

CFP®, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Ben Russell is a CFP® and Series 63-registered financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He has one year of industry experience and has been affiliated with Fifth Third Bank and its related entities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Tracy T

Series 66

St. Petersburg, FL

FIFTH THIRD SECURITIES, Inc.

Tracy Timmerman is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. based in St. Petersburg, FL, bringing 27 years of industry experience. She has worked at Fifth Third Securities since 2016 and has prior experience at Mass Mutual Investors Services, American Wealth Services, LLC, and Ameriprise. Outside of her advisory role, she hosts a helium hotspot in St. Petersburg. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm provides access to multiple investment programs and third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank and managing approximately $10.9 billion in assets.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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