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Kevin O
Series 66
Concord, NC
FIFTH THIRD SECURITIES, Inc.
Kevin O'Hare is a financial advisor with Fifth Third Securities, Inc. in Concord, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, he serves as an independent soccer referee in Charlotte, NC. 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 combination of municipal-advisor registration and bank affiliation.
Stephanie S
Series 63, Series 66
Florence, KY
FIFTH THIRD SECURITIES, Inc.
Stephanie Sketch Durr is a financial advisor with Fifth Third Securities, Inc. in Florence, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to a diverse client base, including individuals, charitable organizations, corporate and business clients, and institutional investors, offering multiple discretionary managed-account programs through its Passageway Managed Account Platform. The firm is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank, as well as its integration of various portfolio management and platform services.
Zachary M
Series 65, Series 63
Defiance, OH
FIFTH THIRD SECURITIES, Inc.
Zachary Miller is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2018 and previously spent nine years with The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he serves as a baseball coach at Elida High School. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services such as separately managed accounts, tax-overlay, and direct indexing.
Stella A
Series 66
Mayfield Heights, OH
FIFTH THIRD SECURITIES, Inc.
Stella Arnaut is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She previously worked at JPM Chase from 2013 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Outside of her advisory role, she is involved in window sales and construction supply sales through two separate businesses in Mayfield Heights, Ohio. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs via the Passageway platform, which includes mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies.
Alfonso R
Series 63, Series 65
McHenry, IL
FIFTH THIRD SECURITIES, Inc.
Alfonso Ruiz is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2010. Ruiz joined Fifth Third Securities in 2025 and is based in McHenry, Illinois. 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, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs featuring direct indexing and tax-overlay services.
Craig M
Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Craig Mitchell is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2010, with a brief period away from the firm in 2016-2017. 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 to provide a range of discretionary managed-account programs and access to specialized investment platforms.
Zachary S
Series 66
West Chester, OH
FIFTH THIRD SECURITIES, Inc.
Zachary Steinmetz is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 12 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at Bank of America, Merrill, and Edward Jones. 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, supported by its affiliation with Fifth Third Bank and a combination of third-party and advisor-managed portfolios.
Amy W
Series 63, Series 66
Newburgh, IN
FIFTH THIRD SECURITIES, Inc.
Amy Williams is a financial advisor with Fifth Third Securities, Inc. in Newburgh, Indiana. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 25 years with Fifth Third Securities. 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 multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.
Paul M
CFP®, Series 63, Series 65
Elmhurst, IL
FIFTH THIRD SECURITIES, Inc.
Paul Mozis is a CFP® professional affiliated with Fifth Third Securities, Inc. in Glen Ellyn, IL, with 28 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and previously held roles at Cetera and MB Financial Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account programs and specialized services such as direct indexing and tax-overlay options.
Samuel G
Series 63, Series 66
Broadview Heights, OH
FIFTH THIRD SECURITIES, Inc.
Samuel Gondek is a financial advisor with Fifth Third Securities, Inc. in Akron, OH, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2013. 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 and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate relationships.
Krista S
Series 63, Series 65
South Haven, MI
FIFTH THIRD SECURITIES, Inc.
Krista Shoemaker is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and in the restaurant industry. Outside of finance, she is involved in a hairstyling business. 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 a range of investment programs via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Bradley H
CFP®, Series 63, Series 65
Mint Hill, NC
FIFTH THIRD SECURITIES, Inc.
Bradley Hauser is a CFP® professional with 11 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He 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 a tax-overlay service, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.
Jerry P
Series 63, Series 65
Salinas, CA
FIFTH THIRD SECURITIES, Inc.
Jerry Positeri is a financial advisor at Fifth Third Securities, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Comerica Securities. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of program types including managed accounts, SMA strategies, and direct-indexing options. The firm is a wholly owned subsidiary of Fifth Third Bank and supports clients with various investment solutions across a large-scale enterprise.
Neil C
Series 66
Fairfield, OH
FIFTH THIRD SECURITIES, Inc.
Neil Cate is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. His work history includes roles at Fifth Third Securities since 2020, Fifth Third Bank since 2018, Edward Jones from 2017 to 2018, and Esko from 2011 to 2017. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and investment features such as direct indexing and tax-overlay services.
Terri B
Series 63, Series 65
Greenwood, IN
FIFTH THIRD SECURITIES, Inc.
Terri Ballard is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 1999. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a jewelry sales business. 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.
Robert N
Series 63, Series 65
Los Angeles, CA
FIFTH THIRD SECURITIES, Inc.
Robert Nagy is a financial advisor with Fifth Third Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. He is also involved in independent insurance brokering, specializing in whole and universal life insurance products. 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 via the Passageway Managed Account Program, utilizing third-party portfolio managers and providing a range of investment strategies tailored to client risk profiles.
John F
Series 65, Series 63
Largo, FL
FIFTH THIRD SECURITIES, Inc.
John Flanagan is an investment advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Fifth Third entities since 2015. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing clients access to various program types including mutual fund and ETF models, SMA strategies, and direct indexing options.
Joshua N
Series 63, Series 65
Apopka, FL
FIFTH THIRD SECURITIES, Inc.
Joshua Neuville is a financial advisor with Fifth Third Securities, Inc. in Apopka, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his current roles, he worked in real estate with Jeff Cook Real Estate and has experience in the restaurant industry, including positions at La Tela Pizzeria and Fat Hen. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with distinctive features such as direct indexing and tax-overlay services.
George D
Series 63, Series 65
St. Charles, IL
FIFTH THIRD SECURITIES, Inc.
George Dogandjiev 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 worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Star Logistics Solutions LLC. Outside of his advisory role, he owns Level Solutions LLC, a business consulting firm. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.
Carmen S
Series 63, Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Carmen Sanders is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she supports the North Avondale Recreation Center and serves as a troubleshooter for the Hamilton County Board of Elections. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.
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