Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Margaret P
Series 66, Series 63
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Margaret Petersen is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 66 and Series 63 designations and has been with Fifth Third Securities since 2019. Prior to that, she worked at Fifth Third Bank starting in 2017 and was involved with the YMCA of Greater Cincinnati from 2008 to 2017. Fifth Third Securities serves a diverse range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a subsidiary of Fifth Third Bank and provides services including wrap-fee programs, SMA strategies, tax-overlay services, and direct indexing.
Florence I
Series 63, Series 66
Chicago, IL
FIFTH THIRD SECURITIES, Inc.
Florence Isaac is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Merrill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio management with advisor-directed strategies.
Brittany W
Series 65, Series 63
Columbus, IN
FIFTH THIRD SECURITIES, Inc.
Brittany Wood is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, IN, holding Series 65 and Series 63 licenses and with six years of industry experience. She has worked at Fifth Third Securities since 2019 and has been with FIFTH THIRD BANK since 2015. Outside of her advisory role, she engages in part-time food delivery work. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.
Tara R
Series 66
Greenville, SC
FIFTH THIRD SECURITIES, Inc.
Tara Rammel is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 11 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she works as a food delivery driver and occasionally serves as an event DJ in Inman, South Carolina. 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 distinctive features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Thomas D
Series 63, Series 65
Southfield, MI
FIFTH THIRD SECURITIES, Inc.
Thomas Dillon is a financial advisor at Fifth Third Securities, Inc. in Southfield, Michigan, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities and Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Temprance B
Series 63, Series 65
Atlanta, GA
FIFTH THIRD SECURITIES, Inc.
Temprance Berry is a financial advisor with Fifth Third Securities, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Fifth Third Securities in 2022, Berry worked at Fifth Third Bank starting in 2019 and previously spent eleven years at Bed Bath and Beyond. Fifth Third Securities 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 an integrated platform involving National Financial Services and Fidelity Institutional Wealth Adviser.
Brendan B
Series 63, Series 65
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Brendan Bohnhorst is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MaxWealth Management at Lake Michigan Credit Union, LPL Financial, Fidelity Investments, and Prudential. Outside of his financial career, he serves as an adjunct music instructor at Aquinas College and is the principal tuba player for the Holland Symphony Orchestra. 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 options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.
Daniel M
Series 66
Mayfield Heights, OH
FIFTH THIRD SECURITIES, Inc.
Daniel Midgley is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2017, he worked at U.S. Bancorp Investments, Inc. for 13 years. 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 that combine third-party portfolio managers and advisor-managed strategies, with features such as direct indexing and tax-overlay services.
Alisha M
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Alisha Merkel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2015, also working at Fifth Third Bank since 2013. Outside of her financial career, she is involved with Thoughtful Travelers, a travel agency where she serves as an agent. 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 a range of discretionary managed-account options and combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank.
Andrew H
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Andrew Heckaman is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2013 and with Fifth Third Bank since 2010. 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, operating as a wholly owned subsidiary of Fifth Third Bank.
Preeti G
Series 63, Series 65
Wheeling, IL
FIFTH THIRD SECURITIES, Inc.
Preeti Gupta is an advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and currently located in Wheeling, IL. She has been with Fifth Third Bank since 2022 and joined Fifth Third Securities in 2026. Fifth Third Securities, Inc. 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, allowing clients to select strategies tailored to their risk profiles.
Robert G
Series 66
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
Robert Gluch is a financial advisor at Fifth Third Securities, Inc. He holds a Series 66 designation and has experience in the financial services industry dating from 2018, including prior roles at Ameriprise and Comerica Securities. Before entering finance, he worked in the retail sector at Panera Bread for five years. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing various third-party portfolio managers and investment strategies.
David M
CFP®, Series 66
Wake Forest, NC
FIFTH THIRD SECURITIES, Inc.
David Marshall is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2020. His prior experience includes roles at PNC Investments, Merrill, Morgan Stanley, LPL Financial, BB&T Investment Services, and Equitable Advisors. Outside of his advisory work, he operates a YouTube product review channel and works as a fitness instructor at the UNC Wellness Center. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and investment options via its Passageway platform, combining advisor-directed and third-party portfolio management strategies.
Jaime P
Series 66
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Jaime Pyles is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY. He holds the Series 66 designation and has 17 years of industry experience, including 14 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including 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.
Daniel F
Series 66
Westerville, OH
FIFTH THIRD SECURITIES, Inc.
Daniel Frizzell is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Fifth Third Securities since 2017, following three years at CCO Investment Services Corp. Outside of his advisory role, he is involved in rental property ownership in the Westerville and Columbus, Ohio areas. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.
Carrie M
Series 63, Series 66
Springfield, OH
FIFTH THIRD SECURITIES, Inc.
Carrie Miller is a financial advisor with Fifth Third Securities, Inc. in Springfield, OH, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Fifth Third Securities since 2012 and with Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves individual and institutional clients through advisory and brokerage channels, offering investment programs via the Passageway Managed Account Platform. The firm provides a range of program types including mutual fund and ETF models, separately managed accounts, and tax-overlay services.
Priscilla M
Series 63, Series 65
Lawrenceburg, IN
FIFTH THIRD SECURITIES, Inc.
Priscilla Moore is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2010. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of program types on the Passageway Managed Account platform. The firm supports a range of investment strategies and is a wholly owned subsidiary of Fifth Third Bank.
James C
Series 63, Series 65
Lexington, KY
FIFTH THIRD SECURITIES, Inc.
James Cooper is a financial advisor with Fifth Third Securities, Inc. in Richmond, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, Cooper manages a rental property business. 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 and integrates municipal-advisor registration with its affiliation to Fifth Third Bank, employing a platform that includes direct indexing and tax-overlay services.
Travis H
Series 65, Series 63
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Travis Hough is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked in financial services roles at Fifth Third Securities and Fifth Third Bank since 2021. Prior to his financial career, he had experience in hospitality at Lucky's Steakhouse. 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 on the Passageway platform with options spanning mutual funds, ETFs, separately managed accounts, tax-overlay services, and direct indexing.
Karen W
Series 63, Series 66
Roseville, MI
FIFTH THIRD SECURITIES, Inc.
Karen Warner is a financial advisor with Fifth Third Securities, Inc. in Roseville, MI, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., JP Morgan Chase Bank, UBS Financial Services, and Wells Fargo Advisors. Outside of her advisory work, she owns a business specializing in hand-made decorations and serves as an assistant manager for a packaging company. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of program types including mutual fund/ETF models, separately managed accounts, and direct indexing strategies via its Passageway Managed Account platform.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters