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Gabriela C
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Gabriela Careaga Lopez is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses. She has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank beginning in 2024. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, utilizing multiple portfolio management strategies and emphasizing client risk profiling.
Joseph L
Series 63, Series 66
Huntersville, NC
FIFTH THIRD SECURITIES, Inc.
Joseph Lopardi is a financial advisor with Fifth Third Securities, Inc. in Davidson, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he works part-time in media entertainment for Netflix. 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 provides multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.
Brian M
Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Brian Meeks II is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.
Michael G
Series 63, Series 66
Bloomfield Hills, MI
FIFTH THIRD SECURITIES, Inc.
Michael Glaza is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, Michigan, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, Inc. Glaza is also involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment options tailored to their risk profiles.
Marc Z
CFP®, Series 63, Series 66
Charlotte, NC
FIFTH THIRD SECURITIES, Inc.
Marc Zeller is a CFP® professional with 27 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2009. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. 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 tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.
Frank B
Series 66
Chicago, IL
FIFTH THIRD SECURITIES, Inc.
Frank Bugaris is a financial advisor with Fifth Third Securities, Inc. in Chicago, IL, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial, Wintrust Bank, The Huntington Investment Company, Edward Jones, and CareerLightning. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via its Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing options.
Adam H
Series 63, Series 65
Harrison, OH
FIFTH THIRD SECURITIES, Inc.
Adam Hackney is a financial advisor with Fifth Third Securities, Inc. in St. Bernard, OH, holding Series 63 and Series 65 registrations and possessing 10 years of industry experience. He has been with Fifth Third Securities since 2015 and with Fifth Third Bank since 2014. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.
Susanne S
Series 63, Series 65
Woodmere, OH
FIFTH THIRD SECURITIES, Inc.
Susanne Swanson is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously held roles at PNC Investments and PNC Bank from 2009 to 2017. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed options.
James W
Series 63, Series 65
Lexington, KY
FIFTH THIRD SECURITIES, Inc.
James Wheeler is a financial advisor with Fifth Third Securities, Inc. in Lexington, KY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Wheeler has worked at Fifth Third Securities since 2018 and has been with Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by Fidelity’s Managed Account Xchange platform.
Miguel W
Series 66
South Lyon, MI
FIFTH THIRD SECURITIES, Inc.
Miguel Wodkowski is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, and PNC Wealth Management among other firms. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage channels, offering investment programs such as mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad platform of portfolio management services.
Moritz M
Series 63, Series 66
Jacksonville, FL
FIFTH THIRD SECURITIES, Inc.
Moritz Mews is a financial advisor at Fifth Third Securities, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Empower, GWFS Equities, and Advised Assets Group. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining various portfolio management strategies and tax-efficiency techniques.
Chad B
Series 63, Series 65
Findlay, OH
FIFTH THIRD SECURITIES, Inc.
Chad Balhoff is a financial advisor at Fifth Third Securities, Inc. in Fremont, Ohio, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following three years at Cco Investment Services Corp. Fifth Third Securities 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 features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Mark D
Series 63, Series 65
Highland, IN
FIFTH THIRD SECURITIES, Inc.
Mark Dehaan is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Dehaan has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing various portfolio management strategies and serving both high-net-worth individuals and business entities.
Marcus B
Series 65, Series 63
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Marcus Billingsly is an advisor at Fifth Third Securities, Inc. in Evansville, Indiana, holding Series 65 and Series 63 licenses with three years of industry experience. His career includes roles at Fifth Third Securities since 2023 and Fifth Third Bank since 2018, as well as prior positions at Lids Sports Group, University of Evansville, and Inside Scoop. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides multiple managed account programs through the Passageway platform, utilizing various portfolio management strategies and acting as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Paul P
Series 63, Series 65
Howell, MI
FIFTH THIRD SECURITIES, Inc.
Paul Petroff is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 2007. Fifth Third Securities 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.
Michael Y
Series 63, Series 65
Walton, KY
FIFTH THIRD SECURITIES, Inc.
Michael Young is a financial advisor with Fifth Third Securities, Inc. in Walton, KY. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Fifth Third Bank, Rocket Mortgage, Charter Spectrum, and Ruoff Mortgage Company. 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 and third-party portfolio managers on its Passageway Managed Account platform, with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.
Tara L
Series 63, Series 66
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Tara Lobl is a financial advisor with Fifth Third Securities, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and with six years of industry experience. Her career includes roles at Fifth Third Securities since 2019, Fifth Third Bank since 2017, and Majestic Transportation from 2014 to 2017. 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 municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs, including direct indexing and tax-overlay services.
Kirsten F
Series 65, Series 63
Jeffersonville, IN
FIFTH THIRD SECURITIES, Inc.
Kirsten Ford is an advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses. She has been with Fifth Third Securities since 2026 and has prior experience in the hospitality industry with firms such as Flik Hospitality and Aimbridge Hospitality. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and SMA strategies, tax overlay, and direct indexing.
Martin P
Series 63, Series 66
Kissimmee, FL
FIFTH THIRD SECURITIES, Inc.
Martin Plant is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Kissimmee, FL. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with Fifth Third Securities since 2010 and with the broader Fifth Third organization since 2009. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Ethan K
Series 66
San Diego, CA
FIFTH THIRD SECURITIES, Inc.
Ethan Kearns is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services, LLC and Equitable Advisors, LLC. Outside of his advisory role, he has been involved in entrepreneurial activities including operating a custom upholstery business. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing third-party portfolio managers and various investment strategies such as SMA models, tax-overlay services, and direct indexing.
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