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William B

ChFC®, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

William Brems is a ChFC® credentialed advisor with 36 years of experience, currently with Fifth Third Securities, Inc. since 2003. He is based in Cleves, Ohio, and holds a Series 63 license. 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 multiple discretionary managed-account options 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 integrated corporate structure.

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

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Brian George is a financial advisor at Fifth Third Securities, Inc. in Loveland, Ohio, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Fifth Third Securities since 2002. 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 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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Cassie S

Series 65, Series 63

Swanton, OH

FIFTH THIRD SECURITIES, Inc.

Cassie Siler is a financial advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and one year of industry experience. She has held roles at Fifth Third Bank, N.A. since 2019 and worked briefly at Planet Fitness, Penrod & George CPA, and Mike's Carwash prior to her current position. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, supported by Fidelity’s Managed Account Xchange, 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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Richard P

Series 63, Series 65

Strongsville, OH

FIFTH THIRD SECURITIES, Inc.

Richard Parsson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at Citizens Securities from 2015 to 2022. 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 a platform that includes discretionary managed accounts, direct indexing, and access to various fund strategist programs.

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

Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Jarrett Jacobs is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has worked at Fifth Third Securities since 2006 and was previously with H2C Securities, Inc. from 2021 to 2024. 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 provides multiple discretionary managed-account options and incorporates 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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Amir B

Series 63, Series 65

Brentwood, TN

FIFTH THIRD SECURITIES, Inc.

Amir Barsoum is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. His work history includes roles at Fifth Third Bank, Hermitage Discount Tobacco, AESC, and British American Tobacco. He holds Series 63 and Series 65 licenses. 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 tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

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

Series 63, Series 65

Centerville, OH

FIFTH THIRD SECURITIES, Inc.

Phillip Martin is a financial advisor with Fifth Third Securities, Inc. in Centerville, Ohio, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Fifth Third Bank and Darden, as well as a period focused on college and family. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to a range of portfolio management strategies and investment solutions.

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

Series 66

Cleveland, OH

FIFTH THIRD SECURITIES, Inc.

Tyler Banyasz is a Series 66-licensed advisor at Fifth Third Securities, Inc. in Cleveland, OH, with one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Cambridge Investment Research, Inc. Outside of finance, he has worked in hospitality and recreation, including at Firehouse Grille & Pub and Stroud's Run State Park. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of portfolio management strategies including mutual funds, SMAs, tax-overlay, and direct indexing.

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

Series 63, Series 65

Grand Haven, MI

FIFTH THIRD SECURITIES, Inc.

Roger Siegel is a financial advisor with Fifth Third Securities, Inc. in Grand Haven, MI, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Fifth Third Securities since 2014. 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 its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and unique platform features such as direct indexing and a tax-overlay service.

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

Series 66, Series 63, Series 65

Humble, TX

FIFTH THIRD SECURITIES, Inc.

Roberto Aburto Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Humble, TX, holding Series 63, 65, and 66 designations and bringing 16 years of industry experience. His prior roles include positions at JPMorgan Securities and Frost Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage services, offering investment programs via the Passageway Managed Account platform and working with clients to tailor portfolios including mutual funds, ETFs, SMAs, and direct indexing.

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

Series 63, Series 65

Troy, MI

FIFTH THIRD SECURITIES, Inc.

David Beaton is a financial advisor at Fifth Third Securities, Inc. based in Troy, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior positions include roles at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform, supported by multiple program types and third-party portfolio managers.

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

Series 65, Series 63

Chicago, IL

FIFTH THIRD SECURITIES, Inc.

Samuel Bryant is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and held roles at Fastenal and as an at-home caregiver. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients access to strategies such as mutual funds, ETFs, SMAs, and direct indexing.

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

CFP®, CFA®, Series 63, Series 65

Valrico, FL

FIFTH THIRD SECURITIES, Inc.

Benjamin Knox is a CFP® and CFA® with 26 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in Valrico, Florida. 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 broker-dealer capabilities with municipal advisory registration and operates as a subsidiary of Fifth Third Bank, providing access to multiple managed-account programs and distinctive 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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Joshua D

Series 65, Series 63

Toledo, OH

FIFTH THIRD SECURITIES, Inc.

Joshua Dowell is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, PNC Bank, and Target. Outside of his advisory role, he is involved in food delivery and works as a poker dealer. 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 various managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with a corporate structure that includes municipal-advisor and broker-dealer activities.

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

Series 65, Series 63

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Marshall Redmon is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2026. His prior work experience includes roles at Fifth Third Bank, Door Dash, and the University of Southern Indiana. Fifth Third Securities, Inc. serves a broad mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment strategies including mutual funds, ETFs, SMAs, and tax-overlay services.

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

Series 63, Series 65

Oak Park, IL

FIFTH THIRD SECURITIES, Inc.

Rocio Aguayo is a financial advisor with Fifth Third Securities, Inc. based in Chicago, IL. She holds the Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at Fifth Third Bank and was involved with Quinceaneras Magazine for nine years. 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’s platform features multiple discretionary managed-account options, direct indexing, and a tax-overlay service, 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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Joshua J

Series 63, Series 65

Kalamazoo, MI

FIFTH THIRD SECURITIES, Inc.

Joshua Jorgensen is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has additional experience with Fifth Third Bank and Ferris State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, providing clients with a range of investment strategies and customization options.

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

Series 66

Midland, MI

FIFTH THIRD SECURITIES, Inc.

David Snider is a financial advisor with Fifth Third Securities, Inc. in Midland, MI, holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. 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, operating as a subsidiary of Fifth Third Bank with integrated relationships across the bank, platform sponsor, and clearing firm.

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

Series 66

Cleveland, OH

FIFTH THIRD SECURITIES, Inc.

Megan Raleigh is a financial advisor with Fifth Third Securities, Inc. in Cleveland, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Fifth Third Securities since 2003. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program, offering a range of 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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Laura T

Series 66

Montgomery, OH

FIFTH THIRD SECURITIES, Inc.

Laura Tenley is a financial advisor at Fifth Third Securities, Inc. in Montgomery, Ohio, holding a Series 66 designation with 14 years of industry experience. She has been with Fifth Third Securities since 2012. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing multiple program types and third-party portfolio managers to meet various client investment needs.

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