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Jonathan C
Series 63, Series 66
Niles, IL
FIFTH THIRD SECURITIES, Inc.
Jonathan Chung is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he serves as an Assistant Pastor at Highland Presbyterian Church. 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 the Passageway Managed Account Platform and supports clients with multiple portfolio management options, including mutual fund and ETF models, SMA strategies, and direct indexing.
Christopher M
Series 63, Series 65
Mt. Clemens, MI
FIFTH THIRD SECURITIES, Inc.
Christopher Maggard is a financial advisor with Fifth Third Securities, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, featuring multiple portfolio management strategies and risk-profile customization.
Josue T
Series 63, Series 65
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Josue Tlamasico is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020 and Fifth Third Bank since 2019. His prior experience includes roles at ADP and Brooks Brothers, as well as five years at the University of Louisville. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through its Passageway Managed Account Platform, utilizing third-party managers and various strategies such as mutual funds, ETFs, SMAs, and direct indexing.
Justin N
Series 63, Series 65
North Canton, OH
FIFTH THIRD SECURITIES, Inc.
Justin Nodo 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 been with Fifth Third Bank since 2017. Prior to his financial career, he worked at Kent State University from 2013 to 2017. 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 an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, investment adviser, and municipal advisor.
Larsa H
Series 63, Series 65
Naperville, IL
FIFTH THIRD SECURITIES, Inc.
Larsa Heil is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Fifth Third Securities since 2014 and also has a background with Fifth Third Bank dating back to 2011. 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 with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.
Jeffrey M
CFP®, Series 63, Series 65
Brownsburg, IN
FIFTH THIRD SECURITIES, Inc.
Jeffrey Moore is a Certified Financial Planner® with 27 years of industry experience. He has worked at Fifth Third Securities, Inc. since 2016 and previously held roles at Raymond James Financial, M&I Investment Management Corp., M&I Financial Advisors, Cetera Investment Services, and Natcity Investments. 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 multiple program types and third-party portfolio managers via its Passageway platform, providing clients with various investment strategies such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.
Isabella B
Series 63, Series 65
Grosse Pointe Farms, MI
FIFTH THIRD SECURITIES, Inc.
Isabella Barone is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and began her advisory career in 2025. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience in education and hospitality sectors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs, including the Passageway Managed Account Program, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Teresa C
Series 65, Series 63
Brunswick, OH
FIFTH THIRD SECURITIES, Inc.
Teresa Cotman is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Eaglehead Manufacturing for ten years, where she remains a co-owner. 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 on the Passageway platform, combining third-party portfolio managers and advisor-directed strategies.
William S
CFP®, Series 63, Series 65
Ft. Lauderdale, FL
FIFTH THIRD SECURITIES, Inc.
William Seago Jr. is a CFP® professional with 27 years of industry experience, currently with Fifth Third Securities, Inc. in Ft. Lauderdale, FL. His prior roles include positions at Ameriprise Financial Services, Comerica Securities, Atlantic Capital Advisors, and LPL Financial. Outside of his advisory work, he is involved with MAESTRO money market, a cash management platform serving corporate and institutional clients. Fifth Third Securities 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 via the Passageway Managed Account Platform, providing clients access to various portfolio management strategies and services.
Troy B
Series 63, Series 66
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Troy Braun is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Fifth Third Securities since 2014. Outside of his advisory role, he manages a rental property in Jeffersonville, IN. Fifth Third Securities provides brokerage and investment advisory services through the Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.
S Renee W
Series 63, Series 65
Milford, OH
FIFTH THIRD SECURITIES, Inc.
S Renee Whisman is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior experience includes roles at PNC Bank and PNC Investments from 2013 to 2018 before joining Fifth Third Securities and Fifth Third Bank in 2018. 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 with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.
Adham M
CFP®, Series 66
Sarasota, FL
FIFTH THIRD SECURITIES, Inc.
Adham Makki is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients to develop personalized financial strategies that support their short-, mid-, and long-term goals. He provides comprehensive services including general investing, retirement planning, and saving for unexpected events. Adham also connects clients with specialists at Bank of America for banking, credit, home financing, and small business solutions. He brings expertise in areas such as employee benefits planning, family wealth management, services for endowments and non-profits, managing new wealth, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, and retirement income. Adham holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Adham earned a Bachelor's Degree from the University of South Florida. Outside of his professional work, he enjoys boating, cooking, football, golfing, music, pickleball, reading, spending time with his family, traveling, and woodworking.
Justin S
Series 63, Series 65
Milton, GA
FIFTH THIRD SECURITIES, Inc.
Justin Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the financial services industry since 2024. Prior to joining Fifth Third, he worked in mortgage and automotive sectors and served at Brookdale Senior Living. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform and is a wholly owned subsidiary of Fifth Third Bank.
John W
Series 63, Series 65
Apex, NC
FIFTH THIRD SECURITIES, Inc.
John Wilson is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers LLC, Regions Bank, and PNC Investments. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing a range of investment solutions including mutual fund and ETF models, SMA strategies, and direct-indexing options.
Jacob M
Series 63, Series 65
Rockford, MI
FIFTH THIRD SECURITIES, Inc.
Jacob Mysliwiec is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Fifth Third Securities since 2019, Fifth Third Bank since 2018, and Flagstar Bank from 2017 to 2018. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs via the Passageway platform, combining third-party portfolio managers and advisor-directed investment options.
Nick S
Series 63, Series 65
Naperville, IL
FIFTH THIRD SECURITIES, Inc.
Nick Summa is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Fifth Third Securities since 2009 and affiliated with Fifth Third since 2007. 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 programs and features such as direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs, operating as a subsidiary of Fifth Third Bank.
Joseph J
Series 63, Series 66
Orlando, FL
FIFTH THIRD SECURITIES, Inc.
Joseph Jamoom is a financial advisor with Fifth Third Securities, Inc. in Saint Cloud, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, among other roles. Outside of his advisory work, he is a franchise owner and travel specialist with Dream Vacations. 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 with features such as direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank.
Howard S
Series 63, Series 66
Dallas, TX
FIFTH THIRD SECURITIES, Inc.
Howard Swanfeldt II is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes 16 years at Comerica Securities Inc and time at Ameriprise Financial Services in various roles. Outside of his primary advisory duties, he coordinates with banking centers and money market products as a financial advisor affiliated with Comerica Bank. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, combining mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.
Andy N
Series 66, Series 63
Costa Mesa, CA
FIFTH THIRD SECURITIES, Inc.
Andy Nguyen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Costa Mesa, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, and Wells Fargo in various capacities. Outside of his advisory work, he is involved in independent insurance brokering specializing in universal life products. FIFTH THIRD SECURITIES serves a diverse client base including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment program types on its Passageway Managed Account platform, incorporating models such as SMA strategies and direct indexing, with a structure that supports a range of client risk profiles and investment needs.
Shawn J
Series 66
Portage, MI
FIFTH THIRD SECURITIES, Inc.
Shawn Johnston is a financial advisor at Fifth Third Securities, Inc. based in Portage, MI, holding a Series 66 designation with one year of industry experience. He previously worked at Kalamazoo Baseball, LLC and Meal Magic Corporation. Outside of his advisory role, Johnston is the owner of Spartan Cards & Comics LLC, a collector card and comic sales business. 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 on its Passageway Managed Account platform, ranging from mutual-fund and ETF models to separately managed accounts and direct indexing options.
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