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Christopher B

Series 63, Series 65

Grand Rapids, MI

FIFTH THIRD SECURITIES, Inc.

Christopher Bouma is a financial advisor at Fifth Third Securities, Inc. based in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Fifth Third Securities since 2007. 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 and provides a range of discretionary managed-account programs featuring direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

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

Series 63, Series 65

Lincolnwood, IL

FIFTH THIRD SECURITIES, Inc.

David Suominen is a financial advisor at Fifth Third Securities, Inc. in Chicago, IL, with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working at Fifth Third Bank since 2015. 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 provides access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory processes.

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

Series 66

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Chad Loson is a Series 66 licensed advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 18 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2009. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, featuring advisor-directed models, SMA strategies, and tax-focused options, 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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Haley C

Series 63, Series 65

Louisville, KY

FIFTH THIRD SECURITIES, Inc.

Haley Cooper is a financial advisor with Fifth Third Securities, Inc. based in Georgetown, KY. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior work includes roles at The Vanguard Group, PNC Bank, and Fifth Third Bank. 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 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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Corey Z

Series 63, Series 65

Dublin, OH

FIFTH THIRD SECURITIES, Inc.

Corey Zizelman is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank and Menards. 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 affiliation to Fifth Third Bank, providing access to multiple managed-account programs and a range of portfolio management options.

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

Series 66

Lambertville, MI

FIFTH THIRD SECURITIES, Inc.

Benjamin Jackson is a financial advisor with Fifth Third Securities, Inc. in Lambertville, MI, holding a Series 66 designation and seven years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2018 and previously worked at Wholehan Marketing from 2014 to 2018. 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 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.

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

Series 63, Series 66

Jackson, MI

FIFTH THIRD SECURITIES, Inc.

Andrew Fries is a financial advisor at Fifth Third Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise and Comerica Securities. Fries maintains an advisory business under Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, through both investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

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

Series 63, Series 65

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Mark Goldman is a financial advisor at Fifth Third Securities, Inc. with two years at the firm and three years in the industry. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Envy, and Expressway Ford. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering multiple 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 manages approximately $10.9 billion in assets with a broad advisor network.

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

Series 63, Series 65

Oak Brook, IL

FIFTH THIRD SECURITIES, Inc.

Christopher Bowling is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked with Fifth Third Securities since 2014 and has been employed by Fifth Third Bank since 2007. 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, corporate and business 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 focus on integrating bank and broker-dealer resources.

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

Series 63, Series 66

Aurora, IL

FIFTH THIRD SECURITIES, Inc.

Patricia Prado Gutierrez is a financial advisor with Fifth Third Securities, Inc. in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Fifth Third Securities since 2014 and has a longer tenure with Fifth Third Bank dating back to 2006. 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, corporations, and institutional investors. The firm combines bank affiliation with broker-dealer and municipal advisor registrations, providing 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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Jeremy G

CFP®, Series 63, Series 65, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Jeremy Gates is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2012. He holds Series 63, 65, and 66 licenses. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, high-net-worth clients, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and layered corporate relationships.

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

Series 63, Series 65

Zionsville, IN

FIFTH THIRD SECURITIES, Inc.

Daniel O'Sullivan is a financial advisor with Fifth Third Securities, Inc. in Zionsville, IN, holding Series 63 and Series 65 licenses and bringing 30 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 a diverse client base, 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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Kristofer S

CFP®, Series 63, Series 66

Rochester Hills, MI

FIFTH THIRD SECURITIES, Inc.

Kristofer Sztein is a CFP® with 17 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held prior roles at Ameriprise, Comerica Securities, UBS Financial Services, Merrill, Bank of America, and Fidelity. In addition to his financial advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform, supported by its status 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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Tracy S

Series 65, Series 63

Mentor, OH

FIFTH THIRD SECURITIES, Inc.

Tracy Scott is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 designations and has been affiliated with Fifth Third Bank since 1996. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, through advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account Platform, utilizing third-party portfolio managers and offering various strategies such as mutual fund and ETF models, SMAs, and direct-indexing options.

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

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Robert Corsarie is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay options, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

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

Series 63, Series 66

Carmel, IN

FIFTH THIRD SECURITIES, Inc.

Steven Tozer is a financial advisor with Fifth Third Securities, Inc. in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC, Strategic Advisers, Inc., and Fidelity Brokerage Services, LLC. 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, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

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

Series 63, Series 65

Georgetown, KY

FIFTH THIRD SECURITIES, Inc.

Shelby Hurst is an advisor with FIFTH THIRD SECURITIES, Inc. based in Georgetown, KY. She holds Series 63 and Series 65 credentials and has been with FIFTH THIRD SECURITIES since 2025. Prior to this, she worked at Fifth Third Bank and has experience in retail and education sectors. 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 various investment programs on the Passageway Managed Account 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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Kenneth C

Series 65, Series 63

Mason, OH

FIFTH THIRD SECURITIES, Inc.

Kenneth Crawford is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fifth Third Bank, FIFTH THIRD SECURITIES, The Huntington Investment Company, and New York Life Insurance Co. during his career. 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 program types via its Passageway Managed Account platform, utilizing third-party portfolio managers and varied investment strategies.

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

Series 65, Series 63

Palm Harbor, FL

FIFTH THIRD SECURITIES, Inc.

Cameron Lizotte is a financial advisor with Fifth Third Securities, Inc. in Palm Harbor, FL, holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, Cameron worked at Fifth Third Bank and held positions at Gulf and Bay Club and Lakewood Ranch Country Club. 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 programs on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a wide range of portfolio management strategies.

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

Series 66

Louisville, KY

FIFTH THIRD SECURITIES, Inc.

Jacob Gammon is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both firms in 2025. Prior to that, he worked at Truist Securities and Truist Financial from 2014 through 2025. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment program options on its Passageway Managed Account platform, combining third-party portfolio managers with a range of strategies 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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