Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Alena H
Series 63, Series 66
Comstock Park, MI
FIFTH THIRD SECURITIES, Inc.
Alena Hontarava is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021. Prior to her financial career, she spent five years as a stay-at-home mom. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.
Kristin N
Series 63, Series 65
Hamburg, MI
FIFTH THIRD SECURITIES, Inc.
Kristin Nederveld is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Her prior experience includes roles at Fifth Third Bank and Rite Aid 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 provides access to multiple discretionary managed-account programs, including advisor-directed models and third-party portfolio managers, and is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank.
Eric H
Series 63, Series 66
Cleveland, OH
FIFTH THIRD SECURITIES, Inc.
Eric Haddad is a financial advisor with Fifth Third Securities, Inc. in Westerville, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2002. Outside of his advisory role, he maintains ownership of a rental property. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate entities, and institutional investors. The firm offers multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.
Michael H
Series 63, Series 65
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Michael Harned is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2017, following eight years at PNC Bank and PNC Investments. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm provides multiple discretionary managed-account programs, including advisor-directed models and direct indexing, and operates as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated bank affiliation.
Giulio I
Series 65, Series 63
Armada, MI
FIFTH THIRD SECURITIES, Inc.
Giulio Isom is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and previously worked at Fifth Third Bank. Outside of his advisory role, he has experience in education and fitness sectors, including roles at Wayne State University and Lifetime Fitness. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and customizable strategies to meet various risk profiles and client needs.
Isaac R
Series 63, Series 65
Houston, TX
FIFTH THIRD SECURITIES, Inc.
Isaac Rico is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Fifth Third Securities, he worked in various roles including positions at Fifth Third Bank and Connectivity Source, a T-Mobile retailer. 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 tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered operational structure.
Jennifer M
Series 65, Series 63
Elkhart, IN
FIFTH THIRD SECURITIES, Inc.
Jennifer Medlin is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including Bank of America, Merrill Lynch, and Scottrade. Medlin is based in Elkhart, Indiana. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining advisor-directed and third-party managed strategies.
Lisa B
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Lisa Baker is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 designations with eight years of industry experience. She has been with Fifth Third Securities since 2018 and with Fifth Third since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs through the Passageway platform and supports a variety of investment strategies including mutual fund, ETF, SMA, tax-overlay, and direct indexing options.
Clifford H
Series 63, Series 65
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Clifford Heroth is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Fifth Third Securities since 2022 and has worked with Fifth Third Bank since 2017. Prior to his financial services career, he was employed at Darden Inc/Longhorn Steakhouse for five years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a broad client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a multi-layered platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.
Matthew Q
Series 63, Series 65
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Matthew Quinter is a financial advisor at Fifth Third Securities, Inc. based in Traverse City, MI. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Quinter has been with Fifth Third Securities since 2007 and has worked at Fifth Third Bank since 2003. 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.
Derek H
Series 66
Terre Haute, IN
FIFTH THIRD SECURITIES, Inc.
Derek Hannahs is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2026. Prior to this, he held roles at Edward Jones, Valic Financial Advisors Inc, and several other financial and insurance firms. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple portfolio management programs on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank, managing approximately $10.9 billion in assets across its enterprise.
Kelly M
Series 66
Walton, KY
FIFTH THIRD SECURITIES, Inc.
Kelly Malatesta is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 17 years of industry experience. Malatesta has been with Fifth Third Securities since 2015. 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.
Raymond S
Series 66
Lansing, MI
FIFTH THIRD SECURITIES, Inc.
Raymond Shoup III is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and seven years of industry experience. His career includes roles at LPL Financial, Flagstar Bank, Infinex Investments, Edward Jones, Raymond James & Associates, and Harold Zeigler Auto Group. He is currently based in Mason, Michigan. 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, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.
Claire M
Series 63, Series 65
Houston, TX
FIFTH THIRD SECURITIES, Inc.
Claire Marsh is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked at Comerica Securities for 16 years and Ameriprise for three years. Marsh is also registered with Ameriprise Financial as a Registered Client Services Associate. FIFTH THIRD SECURITIES, Inc. serves a range of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.
Tonya G
Series 63, Series 65
Denver, NC
FIFTH THIRD SECURITIES, Inc.
Tonya Guffey 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 2022, as well as at Fifth Third Bank since 2018. Prior to that, she was employed at PNC Bank from 2015 to 2018. 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.
Mirko R
CFP®, Series 66
Bartlett, IL
FIFTH THIRD SECURITIES, Inc.
Mirko Reithofer is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and PNC Bank and its affiliated entities. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.
Todd H
Series 63, Series 66
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Todd Horvath is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cadillac, MI. He holds the Series 63 and Series 66 designations and has 16 years of industry experience, all with Fifth Third Securities and its affiliated entities. 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 and provides multiple discretionary managed-account programs, including direct indexing and a tax-overlay service.
Matthew C
Series 63, Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Matthew Cook is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2003. Outside of his advisory role, he is involved in managing several rental property businesses. 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, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.
Adam B
Series 63, Series 65
Valrico, FL
FIFTH THIRD SECURITIES, Inc.
Adam Banks is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and tax-overlay services.
Jacqueline W
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Jacqueline Wilson is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Fifth Third Securities since 1993. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters