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Brennan M

Series 63, Series 65

Dublin, OH

FIFTH THIRD SECURITIES, Inc.

Brennan Mccoy is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2013, also working with Fifth Third Bank since 2011. Outside of his financial career, he is involved in direct sales of health and wellness products through Amway and provides residential lawn care services in his local community. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options, including direct indexing and tax-overlay services, supported by multiple portfolio management strategies.

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

Series 63, Series 65

Trenton, OH

FIFTH THIRD SECURITIES, Inc.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and previously at Kona Grill. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, 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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Mary H

Series 63, Series 65

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Mary Hall is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ameriprise Financial Services. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life and annuity products. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, providing 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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Marissa B

Series 63, Series 65

Estero, FL

FIFTH THIRD SECURITIES, Inc.

Marissa Beltran is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working with Fifth Third Bank since 2010. Outside of her advisory role, she is a co-owner of Lily Property Services, LLC, a lawn and property care business in Fort Myers, Florida. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple managed account programs, including discretionary and advisor-directed options, and combines third-party portfolio managers with proprietary strategies, supported by a platform that includes direct indexing and tax-overlay services.

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

CFP®, ChFC®, Series 63, Series 65

Canton, MI

FIFTH THIRD SECURITIES, Inc.

Robert Blalock is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. in Canton, MI, and has held roles at Fifth Third Bank, The Huntington Investment Company, Huntington Financial Advisors, Infinex Investments, and Flagstar Bank. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage services, offering a variety of portfolio management programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base that includes high-net-worth individuals, corporations, and trusts.

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

Series 66

Dallas, TX

FIFTH THIRD SECURITIES, Inc.

Jonathan Keen is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Fifth Third Securities, Inc. in Dallas, TX. His prior experience includes roles at Ameriprise and Comerica Securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway platform, providing access to mutual fund, ETF, SMA strategies, and direct indexing options.

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

Series 63, Series 65

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Ryan Kelley is a financial advisor with Fifth Third Securities, Inc. in Mt Vernon, Indiana. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 16 years with Fifth Third Securities. 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, corporate clients, and institutions. The firm combines multiple managed-account programs with features such as direct indexing and tax-overlay services, and benefits from its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

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

Series 63, Series 65

Liberty Township, OH

FIFTH THIRD SECURITIES, Inc.

Dennis Brown is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at Game Stop and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and is a wholly owned subsidiary of Fifth Third Bank.

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

Series 66

Muskegon, MI

FIFTH THIRD SECURITIES, Inc.

Dillon Drossart is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and PRUCO Securities, LLC. His background also includes experience in real estate and hospitality sectors. 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.

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

Series 63, Series 66

Florence, KY

FIFTH THIRD SECURITIES, Inc.

Matthew Luken is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of his advisory role, he competes in various pro fishing tournaments. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers via its Passageway Managed Account Program.

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

Series 63, Series 65

Westlake, OH

FIFTH THIRD SECURITIES, Inc.

Kevin Kozlowski is a financial advisor with Fifith Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

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

Series 63, Series 65

Wauconda, IL

FIFTH THIRD SECURITIES, Inc.

Ryan Fuell is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Depot, the University of Iowa, and Joanie's Pizzeria of Long Grove. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines multiple managed-account options with unique 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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Bradley C

Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Bradley Curtsinger is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH. He holds the Series 66 designation and has 14 years of industry experience. He has been with Fifth Third Securities since 2006. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple 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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Erick P

Series 63, Series 65

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Erick Primero is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fifth Third Bank, Parkland Securities, and Nationwide Investment Services Corporation. 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 bank affiliation with municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

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

Series 63, Series 66

Liberty Township, OH

FIFTH THIRD SECURITIES, Inc.

Jennifer Ferguson is a financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 1999. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the 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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Maja B

Series 65, Series 63

Oak Forest, IL

FIFTH THIRD SECURITIES, Inc.

Maja Baric is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 credentials and 11 years of industry experience. She has been with Fifth Third Securities since 2015 and has worked at Fifth Third Bank since 2005. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, which includes advisor-directed mutual fund and ETF models, SMA strategies, and tax-overlay services.

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

Series 63, Series 65

Montgomery, OH

FIFTH THIRD SECURITIES, Inc.

Thomas Faris is a financial advisor with Fifth Third Securities, Inc. in Madeira, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fifth Third Securities since 2002. 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.

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

Series 63, Series 65

Dublin, OH

FIFTH THIRD SECURITIES, Inc.

Tyler Hissrich is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and other firms. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options 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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Shanna D

Series 63, Series 65

Lowell, MI

FIFTH THIRD SECURITIES, Inc.

Shanna Dejong 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 worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank and other firms. Outside of her advisory role, she serves as CFO of Proactive Defense Strategies LLC, a self-defense business. 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 combines multiple managed-account options with 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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Zane C

Series 63, Series 65

Florence, KY

FIFTH THIRD SECURITIES, Inc.

Zane Couch is an advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing one year of industry experience. His prior roles include positions at Cracker Barrel and Fifth Third Bank, as well as earlier experience with Eastern Kentucky University. 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 on the Passageway Managed Account platform, incorporating mutual funds, ETFs, SMA strategies, and direct indexing.

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