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Rachell B

Series 63, Series 65

St. Johns, MI

FIFTH THIRD SECURITIES, Inc.

Rachell Blanchard is a financial advisor with FIFTH THIRD SECURITIES, Inc. in St. Johns, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2015. Outside of her advisory role, she is involved in general agriculture as a farm owner and landlord. 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 offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank.

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

Series 63, Series 66

Cuyahoga Falls, OH

FIFTH THIRD SECURITIES, Inc.

Lisa Gillen is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Fifth Third Securities since 2001. 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 and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models, separately managed accounts, and unified portfolios 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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Jacob S

Series 66, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Secter is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 credentials with eight years of industry experience. His work history includes positions at Citigroup and Fidelity Brokerage Services, along with his current role at Fifth Third Bank and Fifth Third Securities. FIFTH THIRD SECURITIES serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing various portfolio management strategies and third-party managers.

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

Series 66

St. Johns, FL

FIFTH THIRD SECURITIES, Inc.

Jacob Luther is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience and holds a Series 66 designation. He has worked at several firms, including Cetera Investment Advisors LLC, Regions Bank, and Merrill. His current tenure at Fifth Third Securities and Fifth Third Bank began in 2024. Fifth Third Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional clients. The firm offers investment advisory and brokerage services through multiple programs on the Passageway Managed Account Platform, with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

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

Series 63, Series 65

Nashville, TN

FIFTH THIRD SECURITIES, Inc.

Alexandre Sawyer is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include work with Florida Financial Advisors and positions outside finance such as at the University of Tennessee, Knoxville, and in security and education sectors. 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, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

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

Series 63, Series 65

West Chester, OH

FIFTH THIRD SECURITIES, Inc.

Tiffany Mckee is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Fifth Third Securities since 2014, and has been with Fifth Third Bank since 2008. 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 and features such as direct indexing and tax-overlay services, operating as a 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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Fabrizio S

Series 63, Series 66

Boynton Beach, FL

FIFTH THIRD SECURITIES, Inc.

Fabrizio Sanchez is a financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Synovus Bank, LPL Financial, Citigroup Global Markets, and HSBC Securities. Fifth Third Securities serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Platform, providing clients with various portfolio management options and access to third-party portfolio managers.

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

Series 65, Series 63

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Jonathan Hardy is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Fifth Third Securities since 2019 and has been associated with Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

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

Series 63, Series 65

Montgomery, OH

FIFTH THIRD SECURITIES, Inc.

Nathaniel Hasto is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Community First Bank of Indiana, LPL Financial LLC, American Portfolios Financial Services, and PFS Investments Inc. 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 subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

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

Series 63, Series 65

Tampa, FL

FIFTH THIRD SECURITIES, Inc.

Kwame Kenyatta is a financial advisor at Fifth Third Securities, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Fifth Third Bank, Wells Fargo, Capstone Logistics, and roles in clinical training and academia. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple investment program types on its Passageway Managed Account platform, combining third-party portfolio management with options such as mutual funds, ETFs, SMAs, and direct indexing.

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

Series 65, Series 63

Richmond, KY

FIFTH THIRD SECURITIES, Inc.

Dawn Thompson is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and two years of experience at the firm. Her prior work includes roles at Fifth Third Bank, Armed Forces Bank, and nonprofit organization A World for Children. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to the Passageway Managed Account Program and multiple portfolio management options. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of program types including mutual fund, ETF, SMA strategies, and tax overlay services.

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

Series 63, Series 65

Evendale, OH

FIFTH THIRD SECURITIES, Inc.

Joseph Brinker is a financial advisor with Fifth Third Securities, Inc. in Evendale, OH, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, The Cincinnati Insurance Companies, and The Home Depot. He is also co-owner of All Ears K9 LLC, a dog training business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple managed account programs on the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank 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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Anthony S

Series 63, Series 65, Series 66

Brecksville, OH

FIFTH THIRD SECURITIES, Inc.

Anthony Seghy is a financial advisor with Fifth Third Securities, Inc. in Brecksville, Ohio. He holds Series 63, 65, and 66 licenses and has 34 years of industry experience, including 27 years at 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 a tax-overlay service, 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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Jillian B

Series 66

Hilliard, OH

FIFTH THIRD SECURITIES, Inc.

Jillian Bowman is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. She has been with Fifth Third Securities since 2016. 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 a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

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

Series 63, Series 65

Dayton, OH

FIFTH THIRD SECURITIES, Inc.

Christopher Hayes is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Fifth Third Securities since 2004. Outside of his advisory role, he is involved in managing rental properties in Naples, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of established clearing and platform providers.

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

Series 66

Grand Blanc, MI

FIFTH THIRD SECURITIES, Inc.

Kathryn Saylor is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds the Series 66 designation and has been with Fifth Third Securities since 2019, having also worked at Fifth Third Bank since 2010. 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.

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

Series 63, Series 65

Indianapolis, IN

FIFTH THIRD SECURITIES, Inc.

Jason Jones is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Jones has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities, Inc. 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, allowing clients to select from various portfolio management strategies tailored to their risk profiles.

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

Series 66

East Lansing, MI

FIFTH THIRD SECURITIES, Inc.

Janelle Tuma is a Series 66-registered financial advisor with Fifth Third Securities, Inc. in East Lansing, Michigan, where she has worked since 2007. She has 19 years of industry experience. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides access to multiple managed-account programs and unique 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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Richard K

CFP®, Series 63, Series 65

Bartlett, IL

FIFTH THIRD SECURITIES, Inc.

Richard Kuzniar is a CFP® with 34 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2017. Prior to that, he worked at BMO Harris Financial Advisors for over a decade. 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 a range 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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Richard T

Series 63, Series 66

Washington Court House, OH

FIFTH THIRD SECURITIES, Inc.

Richard Tucker is a financial advisor with Fifth Third Securities, Inc. in Circleville, Ohio. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including 27 years with Fifth Third Securities. 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 a range of 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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