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Samuel B

Series 63, Series 65

Indianapolis, IN

FIFTH THIRD SECURITIES, Inc.

Samuel Beriault is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Ameriprise Financial, and Primerica. 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 a variety of discretionary managed account options 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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Adam H

Series 65, Series 63

Wilmington, OH

FIFTH THIRD SECURITIES, Inc.

Adam Harris is an investment advisor at Fifth Third Securities, Inc. based in Wilmington, Ohio. He holds the Series 65 and Series 63 credentials and has two years of industry experience. Prior to his current role, Harris worked at Fifth Third Bank and Sears Holdings. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs and portfolio management options on the Passageway platform, combining multiple investment strategies and services.

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

Series 65, Series 63

Newport, KY

FIFTH THIRD SECURITIES, Inc.

Brandon Walters is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has recently begun his career in the financial industry. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, N.A. and has experience in the food service industry. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account platform, combining multiple portfolio management strategies and risk profiles.

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

Series 63, Series 65

Bonita Springs, FL

FIFTH THIRD SECURITIES, Inc.

Debra Lobello is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work history includes roles at Fifth Third Bank, BB&T, and Chase J.P. Morgan. She is based in Naples, Florida. 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 features multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates 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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Scott H

Series 63, Series 65

Grand Rapids, MI

FIFTH THIRD SECURITIES, Inc.

Scott Hillary is a financial advisor affiliated with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with 32 years of industry experience. His career includes prior roles at Ameriprise and Comerica Securities, as well as an earlier tenure at Fifth Third Securities. He is involved with Financial Oxygen, a cash management system for retail and institutional investors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining various portfolio management strategies and services.

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

Series 66

Shelby, MI

FIFTH THIRD SECURITIES, Inc.

Anton Berishaj is a Series 66 licensed advisor at Fifth Third Securities, Inc. with two years of industry experience. He has worked at Ameriprise, Comerica Securities, and Comerica Bank prior to joining Fifth Third Securities. Berishaj also has outside employment as a Client Service Associate with Comerica Financial Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a variety of investment programs including mutual fund and ETF models, separately managed accounts, and direct indexing. The firm is a wholly owned subsidiary of Fifth Third Bank and supports a broad client base with approximately $10.9 billion in assets under management.

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

CFP®, Series 63, Series 65

Edgewood, KY

FIFTH THIRD SECURITIES, Inc.

Phil Weber is a CFP® professional with 14 years of industry experience, currently affiliated with Fifth Third Securities, Inc. and Fifth Third Bank since 2019. His prior work includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity Investments. 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, 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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Gregory C

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Gregory Carlton is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 credentials with 29 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 a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. 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.

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

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Nathan Wangler is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, 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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Thomas S

CFP®, Series 63, Series 65

St Petersburg, FL

FIFTH THIRD SECURITIES, Inc.

Thomas Schuller is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He is based in St. Petersburg, FL. Outside of his advisory role, he has experience as an owner and landlord of rental property in Chicago. 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 and affiliation with Fifth Third Bank to provide a range of managed-account programs featuring direct indexing, tax-overlay services, and access to multiple fund strategist portfolios.

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

Series 63, Series 65

Bayonet Point, FL

FIFTH THIRD SECURITIES, Inc.

Tereza Tancau is a financial advisor with Fifth Third Securities, Inc. in Wesley Chapel, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been with Fifth Third Securities since 2013 and affiliated with Fifth Third Bank since 2005. 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 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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Karen A

Series 63, Series 65

Caledonia, MI

FIFTH THIRD SECURITIES, Inc.

Karen Anson is a financial advisor with Fifth Third Securities, Inc. She holds the Series 63 and Series 65 designations and has eight years of industry experience. Anson has worked with Fifth Third Bank since 1990 and joined Fifth Third Securities in 2025. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program, combining 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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Rachel K

Series 63, Series 65

Northbrook, IL

FIFTH THIRD SECURITIES, Inc.

Rachel Kim is an Investment Advisor Representative with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has been with Fifth Third Securities since 2026 and has additional experience at Fifth Third Bank starting in 2021. Her prior work includes roles at Starbucks and the HANA Center. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs and portfolio management options via the Passageway Managed Account Program, 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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Kahina K

Series 63, Series 65

Schaumburg, IL

FIFTH THIRD SECURITIES, Inc.

Kahina Kherbouche is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. She has worked in various roles within Fifth Third Bank since 2019, with prior experience at MB Financial Bank, Liberty Tax, and Joson's Deli. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range 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.

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

Series 65, Series 63

West Chester, OH

FIFTH THIRD SECURITIES, Inc.

Chris Poppa is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has prior work experience with firms including Fifth Third Bank, Burcheyes, Evolution Foods, Options Medical, and Real Fitness Sarasota. 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 variety of managed account programs and investment strategies on the Passageway platform and operates 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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Glenis S

Series 63, Series 65

Naples, FL

FIFTH THIRD SECURITIES, Inc.

Glenis Salazar is an advisor with FIFTH THIRD SECURITIES, Inc. and holds Series 63 and Series 65 credentials. She has been with the firm since 2025 and has prior work experience in banking, retail, and education. FIFTH THIRD SECURITIES, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Program and utilizing third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets across more than 900 advisors.

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

Series 66

Tampa, FL

FIFTH THIRD SECURITIES, Inc.

Shawn Rottink is a financial advisor with Fifth Third Securities, Inc. in Tampa, FL, holding a Series 66 designation and bringing 25 years of industry experience. His prior experience includes roles at Edward Jones and Synovus Bank. Fifth Third Securities serves a broad range of 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 wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay, and direct indexing options.

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

Series 63, Series 66

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

John Wile is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options 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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Stacy B

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Stacy Bosch is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services. The firm operates as a wholly-owned subsidiary of Fifth Third Bank, combining its municipal-advisor registration with a large bank affiliation.

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

Series 63, Series 65

Beavercreek, OH

FIFTH THIRD SECURITIES, Inc.

Steven Dudley is a financial advisor with Fifth Third Securities, Inc. in Beavercreek, Ohio, holding Series 63 and Series 65 registrations and possessing 20 years of industry experience. He has been with Fifth Third Securities 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 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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