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Kelsey D
Series 63, Series 65
Matthews, NC
FIFTH THIRD SECURITIES, Inc.
Kelsey Dietzman is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2023 and previously held roles at Credit Union Investment Services and Secu Life Insurance Company. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Andrew M
Series 66
Petoskey, MI
FIFTH THIRD SECURITIES, Inc.
Andrew Martin is a financial advisor with Fifth Third Securities, Inc. in Petoskey, MI, holding a Series 66 designation and six years of industry experience. He previously worked at Infinex Investments, Inc. and Citizens National Bank before joining Fifth Third in 2020. Outside of his advisory role, Martin is involved in several non-securities businesses, including automotive repair and managing a banquet hall. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a variety of managed account programs that combine third-party managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.
Emily B
Series 65, Series 63
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Emily Bearden is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with seven years of industry experience. She has been with Fifth Third Securities since 2019 and has a total of 12 years with Fifth Third Bank. Fifth Third Securities serves a diverse range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to various portfolio management strategies, including mutual fund and ETF models, separately managed accounts, and direct indexing.
Ryan S
Series 63, Series 66
Monroe, MI
FIFTH THIRD SECURITIES, Inc.
Ryan Sherwin is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2011, also working with Fifth Third Bank since 2008. 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 a tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.
Sarah M
Series 63, Series 66
Rockford, MI
FIFTH THIRD SECURITIES, Inc.
Sarah Maxim is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for 13 years. Outside of finance, she works part-time as a cashier at Ric's Food Center. Fifth Third Securities, Inc. serves a broad range of clients, including individuals, high-net-worth investors, institutions, and trusts, through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.
James S
Series 63, Series 65
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
James Sakoski is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities serves a broad range of individual and institutional clients through both investment advisory and brokerage services, offering various program types including managed accounts, separately managed accounts, and direct indexing. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers through its Passageway Managed Account Program.
Russell P
CFP®, Series 66
North Canton, OH
FIFTH THIRD SECURITIES, Inc.
Russell Plent is a CFP® professional with 20 years of experience, currently serving at Fifth Third Securities, Inc. since 2005. He holds the Series 66 designation and has been associated with Fifth Third Bank during the same period. Outside of his advisory role, he is involved in several business ventures including ownership of a laundromat and a hardscape design and installation company. 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 combines third-party portfolio managers with advisor-managed sleeves, featuring services such as direct indexing and tax-overlay strategies.
Joseph H
Series 63, Series 66
Lombard, IL
FIFTH THIRD SECURITIES, Inc.
Joseph Huckleby is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience and holds Series 63 and Series 66 designations. His prior work includes roles at Wintrust Bank, LPL Financial LLC, U.S. Bancorp Investments, Bank of America, Merrill Lynch, and JPMorgan Chase. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services. The firm operates the Passageway Managed Account Program, providing access to various third-party portfolio managers and investment strategies through a risk-profile-based advisory process.
Erick P
Series 63, Series 65
Plymouth, MI
FIFTH THIRD SECURITIES, Inc.
Erick Palacios Cruz is an advisor at Fifth Third Securities, Inc. holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has experience at Fifth Third Bank dating back to 2021. His background includes roles in public offices and educational institutions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including managed accounts and separately managed accounts, supported by Fidelity’s Managed Account Xchange platform.
Matthew B
Series 63, Series 65
Brighton, MI
FIFTH THIRD SECURITIES, Inc.
Matthew Bailey is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various roles since 2016, including positions at Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Platform, providing access to mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.
Rhen B
Series 63, Series 65
Lima, OH
FIFTH THIRD SECURITIES, Inc.
Rhen Biggs is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and beginning his advisory career in 2025. Prior to this role, he has worked at Fifth Third Bank, Sleep Number, Comcast, Lowe's, and Best Buy. He is also involved with Cridersville Church of the Nazarene. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a corporate structure as a wholly owned subsidiary of Fifth Third Bank.
Joseph S
CFP®, Series 63, Series 65
Orland Park, IL
FIFTH THIRD SECURITIES, Inc.
Joseph Suhadolc is a CFP® with 15 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2010. He has been associated with Fifth Third in various capacities since 2007. Outside of his advisory role, he manages landlord duties for a rental property in Shorewood, Illinois. 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 separately managed accounts, and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.
Anupama G
Series 66
Hoffman Estates, IL
FIFTH THIRD SECURITIES, Inc.
Anupama Gupta Ortiz is a financial advisor with Fifth Third Securities, Inc. in Hoffman Estates, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of her advisory role, she is involved in cosmetic sales as an administrative assistant and participates occasionally as a mystery diner for a Chicago-based restaurant. 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 wholly owned subsidiary of Fifth Third Bank.
James M
Series 63, Series 66
Kimball, MI
FIFTH THIRD SECURITIES, Inc.
James Mclaughlin is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. 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 and bank affiliation to provide a variety of discretionary managed-account programs with features such as direct indexing and tax-overlay services.
Julie B
Series 65, Series 63
Nashville, IN
FIFTH THIRD SECURITIES, Inc.
Julie Bradshaw is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. She has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2020. Prior to that, she held roles at Angie's List and Restoration Hardware Outlet. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.
Kyle R
Series 63, Series 65
Bloomfield Hills, MI
FIFTH THIRD SECURITIES, Inc.
Kyle Rademaker is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. He is involved with the cash management platform MAESTRO/Financial Oxygen, which serves corporate and institutional clients. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on its Passageway platform, which includes mutual fund, ETF, SMA, and direct-indexing options.
James W
Series 63, Series 66
Fishers, IN
FIFTH THIRD SECURITIES, Inc.
James Willard is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he coaches the boys' golf team at Fall Creek Junior High. 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 combines third-party portfolio managers with advisor-managed strategies, supported by features such as direct indexing and a tax-overlay service.
Matthew P
Series 63, Series 66
Sarasota, FL
FIFTH THIRD SECURITIES, Inc.
Matthew Petersen is a financial advisor at Fifth Third Securities, Inc. in Sarasota, FL, with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fifth Third Securities and Fifth Third Bank in 2026, he worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Vanguard Group, and several other firms. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.
Donald A
Series 63, Series 65
Grosse Pointe Woods, MI
FIFTH THIRD SECURITIES, Inc.
Donald Accardo Jr. is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise from 2023 to 2026 and Comerica Securities, Inc. from 2013 to 2023. He also supervises Client Service Associates in a retail capacity at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple investment strategies including mutual funds, ETFs, SMAs, and tax-optimized portfolios.
Joel N
Series 66
Bloomington, IN
FIFTH THIRD SECURITIES, Inc.
Joel Niese is a Series 66-licensed financial advisor with nine years of industry experience, currently with Fifth Third Securities, Inc. in Bloomington, IN. His prior experience includes roles at Donaldson Capital Management, German American Bancorp, LPL Financial LLC, and the Indiana University Kelley School of Business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through advisory and brokerage services. The firm offers investment programs via its Passageway Managed Account platform, featuring multiple portfolio management options and risk-profile-driven strategies.
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