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Patrick B
Series 63, Series 65
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Patrick Blume is a financial advisor with Fifth Third Securities, Inc. in Traverse City, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Fifth Third Securities since 2008. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform.
Shaun S
Series 63, Series 65
Lowell, MI
FIFTH THIRD SECURITIES, Inc.
Shaun Smith is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fifth Third Bank, N.A. and Ameriprise. Outside of his advisory role, he manages a rental property. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing a range of strategies from mutual funds and ETFs to SMA and direct indexing options.
Patricia B
Series 63, Series 65
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Patricia Bowles is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1991. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a variety of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Robert E
Series 63, Series 65
Hebron, KY
FIFTH THIRD SECURITIES, Inc.
Robert Ernst is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2014, having also worked at Fifth Third Bank since 2012. 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Saimir P
CFP®, Series 63, Series 65
Lake Forest, CA
FIFTH THIRD SECURITIES, Inc.
Saimir Prapaniku is a CFP® with 17 years of industry experience, currently serving at Fifth Third Securities, Inc. Since 2026, he has worked at Fifth Third Securities following prior roles at Ameriprise Financial Services, U.S. Bancorp Investments, Invest Financial Corporation, and Chase Investment Services. Outside of his advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types, including mutual fund and ETF models, separately managed accounts, and tax-overlay solutions via its Passageway Managed Account Program.
Darien J
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Darien Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2021, with prior experience at Bowling Green State University. 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 client base that includes high-net-worth individuals and various business entities.
Juliann B
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Juliann Bunner is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank, Cincinnati State Technical and Community College, Torrid, Rue 21, and Oak Hills High School. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing roughly $10.9 billion in assets.
Brian B
Series 63, Series 65
Gallatin, TN
FIFTH THIRD SECURITIES, Inc.
Brian Brinson is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Brinson has been with Fifth Third Securities since 2020 and has been affiliated with Fifth Third Bancorp since 2015. 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 a large bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.
Richard S
Series 63, Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Richard Steele is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he works as a senior executive recruiter for NorSource, Inc., focusing on manufacturing employee recruitment. 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 options and combines bank affiliation with municipal-advisor registration, utilizing a platform that includes direct indexing and tax-overlay services.
Margaret S
Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Margaret Schneider is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Fifth Third Securities, Inc. in Cincinnati, Ohio, where she has worked since 2007. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a network of around 919 advisors.
Eric B
Series 66
Lighthouse Point, FL
FIFTH THIRD SECURITIES, Inc.
Eric Berman is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Fifth Third Securities in 2025, he worked at Bank of America, Merrill, and Morgan Stanley. Fifth Third Securities serves a broad mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs via the Passageway platform, providing clients with a range of investment strategies including mutual funds, ETFs, SMA strategies, tax-overlay services, and direct indexing.
Scott P
Series 63, Series 66
Swanton, OH
FIFTH THIRD SECURITIES, Inc.
Scott Peluso is a financial advisor with Fifth Third Securities, Inc. in Findlay, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at BFC Planning, Berthel Fisher & Company Financial Services, and Citizens Securities. Outside of his advisory work, he is involved in Medicare insurance sales. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs and specialized investment features such as direct indexing and tax-overlay services.
Rakesh S
Series 63, Series 65
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Rakesh Singh is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank prior to joining Fifth Third Securities in 2019. Fifth Third Securities, Inc. 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a combined broker-dealer and municipal advisor registration.
Aris T
Series 65, Series 63
Oak Park, IL
FIFTH THIRD SECURITIES, Inc.
Aris Tatevosian is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Northwestern Mutual, Arlington Capital Management, and Country Financial. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, providing options ranging from mutual fund and ETF models to separately managed accounts with tax-overlay and direct indexing strategies.
Renee R
Series 63, Series 65
Elyria, OH
FIFTH THIRD SECURITIES, Inc.
Renee Kapanke is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kapanke has been with Fifth Third Securities since 2013 and has also worked with Fifth Third Bank since 2012. 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 other institutional investors. The firm offers a range of discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.
Jacob H
Series 65, Series 63
Raleigh, NC
FIFTH THIRD SECURITIES, Inc.
Jacob Hollifield is a financial advisor with Fifth Third Securities, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Fifth Third Bank, Best Buy, Yogurt Mountain, and North Carolina State University. Outside of his advisory work, he engages in freelance photography. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers access to a variety of managed account programs via the Passageway platform, combining third-party portfolio management with customizable investment strategies.
Christopher P
Series 66
La Grange Park, IL
FIFTH THIRD SECURITIES, Inc.
Christopher Pontarelli is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Competitive Property Solutions, LLC. He is based in Summit, Illinois. Fifth Third Securities, Inc. 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 with advisor-managed sleeves, featuring services such as direct indexing and tax-overlay strategies within a structure affiliated with Fifth Third Bank.
Kerr Ann D
Series 65, Series 63
Denver, NC
FIFTH THIRD SECURITIES, Inc.
Kerr Ann Dempster is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Denver, NC, holding Series 65 and Series 63 licenses with six years of industry experience. She has worked with Fifth Third Securities since 2019 and FIFTH THIRD BANK since 2014. Outside of her advisory role, she is the owner and author of Ink City Books, a self-publishing fiction venture. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering access to 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, managing a range of investment options including mutual funds, ETFs, SMAs, and tax-overlay strategies.
Laura S
Series 66
Franklin, TN
FIFTH THIRD SECURITIES, Inc.
Laura Stevens is a Series 66-licensed financial advisor with Fifth Third Securities, Inc., where she has worked since 2013. She has 15 years of industry experience. Outside of her advisory role, she is involved in music through her ownership and operation of Laura Kaczor Music Ministries, where she writes, records, performs, and sells original music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple managed-account options and features such as direct indexing and tax-overlay services.
Joshua S
Series 66
Westerville, OH
FIFTH THIRD SECURITIES, Inc.
Joshua Shank is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, with 11 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.
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