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Juan J

Series 66

Lombard, IL

FIFTH THIRD SECURITIES, Inc.

Juan Jasso is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Fifth Third Bank. Outside of his advisory role, he owns a car rental business in West Chicago, IL. 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 a tax-overlay service, 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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Daniel K

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Daniel Kloenne is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and Miami University. FIFTH THIRD SECURITIES serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account 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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Milan P

CFP®, Series 63, Series 65

Mason, OH

FIFTH THIRD SECURITIES, Inc.

Milan Patel is a CFP® with 33 years of industry experience, currently serving at Fifth Third Securities, Inc. since 1991. He holds Series 63 and Series 65 licenses. 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 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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Juan H

Series 63, Series 66

Dallas, TX

FIFTH THIRD SECURITIES, Inc.

Juan Hernandez is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dallas, TX. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, TCBI Securities, Texas Capital Bank, Wells Fargo, Regions Bank, and BBVA Compass Insurance Agency. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through both advisory and brokerage channels. The firm offers access to various managed account programs and portfolio management strategies on the Passageway platform, supported by a large team of advisors and affiliated entities.

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

Series 63, Series 65

Berea, OH

FIFTH THIRD SECURITIES, Inc.

Andrew Timko is a financial advisor with Fifth Third Securities, Inc. in Parma Heights, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over two decades with Fifth Third Securities and Fifth Third Bank. 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 a large bank affiliation to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

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

Series 65, Series 63

Ft Myers, FL

FIFTH THIRD SECURITIES, Inc.

Connor Mackay is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and having nine years of industry experience. He has worked with Fifth Third Securities in two periods, totaling eight years, and has been associated with FIFTH THIRD BANK since 2014. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both advisory and brokerage services, offering multiple program types and third-party portfolio managers on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides investment solutions that include 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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Julie Z

Series 63, Series 66

Chesterfield, MI

FIFTH THIRD SECURITIES, Inc.

Julie Zobeck is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Marine City, MI, holding Series 63 and Series 66 licenses and having 25 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 provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and an optional tax-overlay service.

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

Series 63, Series 66

Alexandria, KY

FIFTH THIRD SECURITIES, Inc.

James Morgan Jr. is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he is a part-owner of a rental property in Bonita Springs, Florida, where he is involved in managing tenant communications and property maintenance. 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 managed-account options and portfolio management services.

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

Series 66

Kissimmee, FL

FIFTH THIRD SECURITIES, Inc.

Shumaila Pirani is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other 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.

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

Series 63, Series 65

Orlando, FL

FIFTH THIRD SECURITIES, Inc.

Adriel Irizarry is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding Series 63 and Series 65 credentials with eight years of industry experience. He has been with Fifth Third Securities since 2017 and has worked at Fifth Third Bank since 2015. Outside of his advisory role, he manages a rental property in Gotha, FL. 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 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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David L

Series 63, Series 65

Fort Wayne, IN

FIFTH THIRD SECURITIES, Inc.

David Livingston is a financial advisor at Fifth Third Securities, Inc. in Fort Wayne, IN, with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Fifth Third since 2008. Outside of his advisory role, he is engaged in family photography in New Haven, IN. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple program types and third-party portfolio managers through its Passageway Managed Account Program, combining advisor-directed models with strategies such as SMA, tax overlay, and direct indexing.

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

Series 63, Series 65

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Sarah Scheld is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2015, with prior experience at First Citizens Investor Services and First Citizens Bank. 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 wholly owned subsidiary of Fifth Third Bank.

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

Series 66

Clinton Twp, MI

FIFTH THIRD SECURITIES, Inc.

Jaclyn Stark Mullica is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She has held positions at Ameriprise Financial Services, Citizens Securities, Citizens Bank, and PNC Investments. Mullica is also a financial advisor with Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

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

Series 63, Series 65

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Angela Houchin is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2013. 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 tax-overlay services, operating as a wholly owned 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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Frankie P

Series 63, Series 66

Boynton Beach, FL

FIFTH THIRD SECURITIES, Inc.

Frankie Portugal is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, LPL Financial, Northwestern Mutual, and Amherst Pierpont Securities LLC. 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 platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

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

Series 63, Series 65

Oakwood, OH

FIFTH THIRD SECURITIES, Inc.

Matthew Morrison is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at The Huntington Investment Company and Foresters Financial Services. 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 on its Passageway Managed Account platform, allowing clients to select from various investment strategies tailored to their risk profiles.

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

Series 63, Series 65

Tiffin, OH

FIFTH THIRD SECURITIES, Inc.

Jamie Vazquez 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, as well as Fifth Third Bank since 2015. Outside of his advisory role, Vazquez owns and operates Jamie Coy Photography in Gibsonburg, OH. Fifth Third Securities 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 and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered supervisory structure.

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

Series 63, Series 65

Miamisburg, OH

FIFTH THIRD SECURITIES, Inc.

Jenna Armstrong is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at Fifth Third Bank since 2019 and Fifth Third Securities since 2021. Prior to her finance career, she worked at Olive Garden and studied at the University of Kentucky. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types via the Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing a diverse range of portfolios and customized strategies.

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

Series 66

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Carrie Reynolds is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH. She holds a Series 66 designation and has 25 years of industry experience, including 21 years with Fifth Third Securities. 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 various managed account programs on the Passageway platform 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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Cody H

Series 63, Series 65

New Albany, IN

FIFTH THIRD SECURITIES, Inc.

Cody Harris is a financial advisor at Fifth Third Securities, Inc. based in New Albany, IN, holding Series 63 and Series 65 designations with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as experience outside finance at establishments such as Harry's Taphouse and Kansai Japanese Steakhouse. Fifth Third Securities, Inc. 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 and investment strategies via the Passageway platform, operating as a wholly owned subsidiary of Fifth Third Bank 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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