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Vera J
CFP®, ChFC®, Series 66
Monroe, MI
FIFTH THIRD SECURITIES, Inc.
Vera Johnson is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has worked at Fifth Third Securities, Inc. since 2017 and previously spent six years at LPL Financial. 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 a bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.
Nadia D
Series 63, Series 66
Waterford, MI
FIFTH THIRD SECURITIES, Inc.
Nadia Daoud is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. She also has outside employment as a Comerica Financial employee. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining third-party portfolio management with options including mutual funds, ETFs, SMAs, and direct indexing.
Charles H
Series 63, Series 66
Worthington, OH
FIFTH THIRD SECURITIES, Inc.
Charles Huff Jr. is a financial advisor with Fifth Third Securities, Inc. in Hilliard, Ohio, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Fifth Third Securities since 2004. Outside of his advisory role, he is also an owner and landlord of rental properties in Columbus, Ohio. 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 direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and corporate affiliation.
James B
Series 63, Series 65, Series 66
Warren, MI
FIFTH THIRD SECURITIES, Inc.
James Barone is a financial advisor with Fifth Third Securities, Inc. in Warren, MI, holding the Series 63, Series 65, and Series 66 designations and bringing 37 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2020, with prior roles at Citizens Securities, Inc. and Infinex Investments, Inc. Outside of his advisory duties, he is involved in agricultural activities as a farm rental owner in Coldwater, MI. 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 on the Passageway platform, providing various investment strategies with options such as SMA models, tax-overlay services, and direct indexing.
Cynthia W
Series 66
Shorewood, IL
FIFTH THIRD SECURITIES, Inc.
Cynthia Walters is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held roles at LPL Financial and First Midwest Bank. Outside of her advisory work, she is an owner of a residential rental business. 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 to provide a range of discretionary managed-account programs and access to unique features such as direct indexing and tax-overlay services.
Bradley M
Series 66
Elmhurst, IL
FIFTH THIRD SECURITIES, Inc.
Bradley Mills is a financial advisor with Fifth Third Securities, Inc. in Elmhurst, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. 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 a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.
Todd S
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Todd Sams is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to this, he worked at Fifth Third Bank and Fidelity Investments, and has experience in non-financial roles including at Big Ash Brewing and Ball State University. 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 a range of programs on the Passageway platform, utilizing multiple portfolio management strategies and third-party managers.
Katherine H
Series 63, Series 66
Milford, OH
FIFTH THIRD SECURITIES, Inc.
Katherine Hupp is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Milford, OH, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with Fifth Third Securities since 2008. 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 via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Christine D
Series 63, Series 66
Bonita Springs, FL
FIFTH THIRD SECURITIES, Inc.
Christine Delbrocco is a financial advisor with Fifth Third Securities, Inc. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Fifth Third Securities since 2005. 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 wholly owned subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and bank affiliation.
Andrew T
Series 63, Series 66
Powell, OH
FIFTH THIRD SECURITIES, Inc.
Andrew Thorne is a financial advisor at Fifth Third Securities, Inc. in Powell, Ohio, with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2004. Thorne holds Series 63 and Series 66 licenses. 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, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.
Jason P
Series 63, Series 66
Cleveland, OH
FIFTH THIRD SECURITIES, Inc.
Jason Petroff is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities since 2014 and also works with Fifth Third Bank. Outside of his advisory role, he is involved in small-scale online art sales. Fifth Third Securities, Inc. 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 and combines its status as a broker-dealer, SEC-registered investment adviser, and municipal advisor with a corporate affiliation to Fifth Third Bank.
Robert W
Series 63, Series 66
Indianapolis, IN
FIFTH THIRD SECURITIES, Inc.
Robert Wisneski II is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for nearly two decades. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.
Kathy S
Series 63, Series 66
Springboro, OH
FIFTH THIRD SECURITIES, Inc.
Kathy Sperry is a financial advisor with Fifth Third Securities, Inc. in Springboro, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes extensive tenure at Fifth Third Securities from 2001 to 2024, followed by roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before returning to Fifth Third in 2025. 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 integrates multiple managed-account options with features like direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank and combining bank affiliation with municipal-advisor registration.
Anthony R
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Anthony Resendes is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Touchstone Securities and IFS Financial Services since 2014. 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 managed-account options, including direct indexing and tax-overlay services.
Kirsten O
Series 63, Series 65
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Kirsten O'Neil is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities in 2024, she has been with Fifth Third Bank, N.A. 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 a range of 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.
Joel A
Series 63, Series 65
Alpharetta, GA
FIFTH THIRD SECURITIES, Inc.
Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. 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 features services such as direct indexing and a tax-overlay service.
Christopher B
Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Christopher Bush is a Series 66-licensed advisor with 26 years of industry experience, currently with Fifth Third Securities, Inc. He has been with the firm since 2004, based in Cincinnati, OH. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Samuel S
Series 65, Series 63
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Samuel Schroder is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and has experience in other business roles including Mid-Valley Service & Supply, Greek House, and academic positions at the University of Kentucky and Covington Catholic High School. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, featuring a range of portfolio management options and tax-efficient strategies.
Zachary G
Series 66
Bloomfield Hills, MI
FIFTH THIRD SECURITIES, Inc.
Zachary Greenman is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Waldron Private Wealth, LLC, Equitable Advisors, and AXA Advisors, LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing multiple portfolio managers and investment strategies.
Zach M
Series 65, Series 63
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Zach Mcdonald is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank dating back to 2016. Outside of his advisory role, he owns and operates Daily Sportfish, an online platform focused on sportfishing and yachting content. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform, employing various strategies from mutual funds and ETFs to separate managed accounts and direct indexing.
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