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Christopher A

Series 63, Series 66

Lambertville, MI

FIFTH THIRD SECURITIES, Inc.

Christopher Anteau is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and CCO Investment Services Corp. Outside of his advisory work, he is involved in sports card sales through online platforms such as eBay and TCG Player. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple managed account programs, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation with a large bank.

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

Series 63, Series 65

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Jarred Height Kaplan is an advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. Prior to joining Fifth Third Securities in 2026, he worked at Jets Pizza for seven years and is involved in entrepreneurial ventures including HK Vending Co LLC and Hk Properties and Management LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

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

Series 63, Series 65

Kannapolis, NC

FIFTH THIRD SECURITIES, Inc.

Michael Smith is a financial advisor at Fifth Third Securities, Inc. in Kannapolis, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Fifth Third Securities since 2012. 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 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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Connor P

Series 65, Series 63

West Chester, OH

FIFTH THIRD SECURITIES, Inc.

Connor Payne is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2023. Outside of his advisory role, he is the owner of CC Investment Group LLC, a residential real estate rental business in Cincinnati, Ohio. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs and third-party portfolio managers via its 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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Daniel S

Series 63, Series 65

Crescent Springs, KY

FIFTH THIRD SECURITIES, Inc.

Daniel Schwartz is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior experience includes 19 years at PNC Investments before joining Fifth Third Securities and Fifth Third Bank in 2023. Outside of his advisory role, he participates as a dog boarder through Rover.com. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, combining multiple portfolio management strategies and risk profiling to meet client needs.

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

ChFC®, Series 63, Series 65

Kennesaw, GA

FIFTH THIRD SECURITIES, Inc.

Jeffrey Weronick is a financial advisor with Fifth Third Securities, Inc. in Kennesaw, GA, holding a ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at firms including LPL Financial, Cetera Investment Services, SunTrust Investment Services, and MassMutual. Outside of his advisory work, he is a co-owner and sitter for a pet sitting service. 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 a large bank affiliation, providing multiple discretionary managed-account options 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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Nicholas R

Series 66

Perrysburg, OH

FIFTH THIRD SECURITIES, Inc.

Nicholas Razzoog is a financial advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at ProMedica and Avionos. He also has experience in education, having worked at Bowling Green State University and Perrysburg High School. 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 clients 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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Andrew B

Series 65, Series 63

Franklin, TN

FIFTH THIRD SECURITIES, Inc.

Andrew Barron is a financial advisor at Fifth Third Securities, Inc. in Franklin, TN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work experience includes roles at Keller Williams and AT&T. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers with advisor-directed models and strategies such as tax-overlay and direct indexing.

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

Series 63, Series 65

Lutz, FL

FIFTH THIRD SECURITIES, Inc.

Preston Washington is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Eastern Funding LLC, Citigroup, and City National Bank, along with roles outside finance such as at Ruth's Chris Steakhouse. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types and uses third-party portfolio managers on its Passageway platform, providing a range of investment options 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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Miles T

Series 63, Series 65

Jenison, MI

FIFTH THIRD SECURITIES, Inc.

Miles Thayer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry for one year. He has worked at Fifth Third Bank since 2014. Outside of his advisory role, he owns Black Walnut Builders LLC, a woodworking business in Middleville, Michigan. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, with options including mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

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

Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Glen Whittington is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has held roles at firms including JPMorgan Securities LLC, BMO Nesbitt Burns, and MassMutual. 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, including advisor-directed models and separately managed accounts, and is noted for 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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Jenniffer Y

Series 66

Alexandria, KY

FIFTH THIRD SECURITIES, Inc.

Jenniffer Young is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and based in Alexandria, Kentucky. She has been with Fifth Third Securities since 2025 and has over 25 years of experience with Fifth Third Bank. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering a variety of 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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Christopher E

Series 63, Series 65

Trotwood, OH

FIFTH THIRD SECURITIES, Inc.

Christopher Eldridge is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, following two years at AEP Energy. Eldridge is based in Trotwood, Ohio. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, 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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Matthew V

Series 63, Series 66

Holland, MI

FIFTH THIRD SECURITIES, Inc.

Matthew Vanorder is a financial advisor at Fifth Third Securities, Inc. in Holland, MI, holding Series 63 and Series 66 licenses with over 10 years of industry experience. His prior roles include positions at DeLong & Brower P.C., Cetera Investment Advisors LLC, and LPL Financial, among others. 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 a variety of investment programs on the Passageway platform, ranging from mutual fund and ETF models to separately managed accounts and tax-optimized strategies.

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

Series 66

Naperville, IL

FIFTH THIRD SECURITIES, Inc.

Anthony Torreon is a financial advisor with Fifth Third Securities, Inc. in Naperville, Illinois, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 multiple managed-account programs with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a distinctive municipal-advisor registration.

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

Series 63, Series 65

Orlando, FL

FIFTH THIRD SECURITIES, Inc.

Cameran Mckenry is a financial advisor at Fifth Third Securities, Inc. based in Orlando, FL. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior experience includes roles at Total Quality Logistics and Middle Tennessee State University. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs via Fidelity’s Managed Account Xchange and provides services 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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Adam S

CFP®, Series 66

Nashville, TN

FIFTH THIRD SECURITIES, Inc.

Adam Smotherman is a CFP® professional with eight years of industry experience, currently serving at Fifth Third Securities, Inc. in Nashville, TN. His prior experience includes roles at Cetera, Regions Bank, SunTrust Investment Services, and UBS. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, with a range of strategies including mutual funds, SMAs, and direct indexing.

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

Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Henry Heidrich is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Central Bank and Trust, and two separate tenures at Fifth Third Bank. He has also worked for the Cincinnati Reds and operated Four Seasons Tent Rental. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of 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 provides services including advisor-directed mutual fund and 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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Clay C

Series 65, Series 63

Grand Rapids, MI

FIFTH THIRD SECURITIES, Inc.

Clay Currigan is an advisor at Fifth Third Securities, Inc. based in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has experience in financial services since 2023, including roles at Fifth Third Securities, Fifth Third Bank, and World Financial Group. Outside of finance, he has experience working in the restaurant industry. Fifth Third Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, delivered in partnership with Fidelity, 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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Jacob P

Series 65, Series 63

Centerville, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Parsley is an advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank, Community Tissue Services, Elements Massage, and Archers Tavern. Fifth Third Securities, Inc. serves a diverse client base including individual high-net-worth and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as direct indexing and tax-loss harvesting.

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