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Natalie B

Series 63, Series 66

Georgetown, OH

FIFTH THIRD SECURITIES, Inc.

Natalie Barnett is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and U.S. Bancorp Investments, Inc. during her career. Barnett is based in West Union, Ohio. 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 combines third-party portfolio managers with advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

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

Series 63, Series 65

Fairfield, OH

FIFTH THIRD SECURITIES, Inc.

Alex Hornsby is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foot Locker Inc. from 2014 to 2022. 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 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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Samuel R

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Samuel Rulli is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Reef Life Aquatics. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

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

Series 63, Series 66

Wyoming, MI

FIFTH THIRD SECURITIES, Inc.

Jennifer Billiam is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1995. 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, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

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

Series 63, Series 66

Tipp City, OH

FIFTH THIRD SECURITIES, Inc.

Nicholas Bradley is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2015, following a prior role at Fifth Third Bank. 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 separately managed accounts, and combines third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank and specialized platform 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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Jacob K

Series 66

Cleveland, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Kucia is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. His previous work includes roles at Bank of America, Merrill, and Northwestern Mutual. He attended Case Western Reserve University and has experience both in higher education and financial services. FIFTH THIRD SECURITIES, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, including mutual fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

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

Series 65, Series 63

Findlay, OH

FIFTH THIRD SECURITIES, Inc.

Luong Horn is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Findlay, OH, holding Series 65 and Series 63 designations and four years of industry experience. He has been with FIFTH THIRD SECURITIES since 2022 and has worked at Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients, including corporations, trusts, and retirement accounts, through both investment advisory and brokerage channels. The firm offers a variety of investment programs via its Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

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

Series 65, Series 63

Maiden, NC

FIFTH THIRD SECURITIES, Inc.

Jaclyn Mcgrew is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Fifth Third Securities in 2021, she worked at Fifth Third Bank starting in 2019 and was involved with D9 Brewing Company from 2015 to 2019. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers, with an emphasis on customizable investment strategies.

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

Series 63, Series 66

Grand Blanc, MI

FIFTH THIRD SECURITIES, Inc.

Adam Slosar is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Grand Blanc, MI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 15 years with Fifth Third Securities. 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 multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a network of portfolio managers and strategists.

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

Series 65, Series 63

Gahanna, OH

FIFTH THIRD SECURITIES, Inc.

Cian Nielsen Mayer is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2015. 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, combining third-party portfolio managers and advisor-directed strategies to meet various risk profiles and investment preferences.

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

Series 63, Series 66

Flint, MI

FIFTH THIRD SECURITIES, Inc.

Zachary Bauer is a financial advisor with Fifth Third Securities, Inc. in Flint, Michigan, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Bank for one year. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing access to various portfolio management strategies via Fidelity’s Managed Account Xchange.

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

Series 65, Series 63

Gallatin, TN

FIFTH THIRD SECURITIES, Inc.

Felipe Gonzalez is a financial advisor with Fifth Third Securities, Inc. in Gallatin, TN, holding Series 65 and Series 63 licenses and having four years of industry experience. His prior work includes roles at JP Morgan Chase Bank, N.A. and JP Morgan Securities, LLC. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and strategies 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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Andrew C

Series 65, Series 63

Hurricane, WV

FIFTH THIRD SECURITIES, Inc.

Andrew Clark is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. He has experience working at Edward Jones and Fifth Third Bank, and has been with Fifth Third Securities since 2025. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, including advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

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

Series 63, Series 66

Bonita Springs, FL

FIFTH THIRD SECURITIES, Inc.

Robert Traina is a financial advisor at Fifth Third Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2021 as well as Cuna Mutual Group and its affiliated firms since 2013. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of investment programs via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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

Series 63, Series 65

Norton Shores, MI

FIFTH THIRD SECURITIES, Inc.

Benjamin Perfect is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and New Rules Marketing, and he operated a photography business, Ben Perfect Photo LLC, for ten years. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, ranging from mutual fund and ETF models to separately managed accounts with tax-overlay and direct-indexing options.

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

Series 63, Series 66

Dallas, TX

FIFTH THIRD SECURITIES, Inc.

Gregory Leyden is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked previously at Ameriprise, Comerica Securities, and TIAA-CREF. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types including mutual fund/ETF models, SMA strategies, and direct indexing via the Passageway Managed Account platform.

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

Series 66

Pinellas Park, FL

FIFTH THIRD SECURITIES, Inc.

Michael Bravo is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has been with Fifth Third Securities 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 and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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

Series 63, Series 65

Waxhaw, NC

FIFTH THIRD SECURITIES, Inc.

Brett Oconnor is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2025, with prior roles at Fifth Third Bank, Woodforest National Bank, and Banfield Animal Hospital. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies and third-party offerings.

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

Series 63, Series 66

Houston, TX

FIFTH THIRD SECURITIES, Inc.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. Fifth Third Securities 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 via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.

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

Series 66

Lexington, KY

FIFTH THIRD SECURITIES, Inc.

Patrick Mitchell is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at JPMorgan Chase Bank and JP Morgan Securities. 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 programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

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