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Patricia G

Series 63, Series 65

Naples, FL

FIFTH THIRD SECURITIES, Inc.

Patricia Gomes is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities, Fifth Third Bank, and Cetera in various capacities. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of programs including mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, 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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Jackson S

Series 66

Louisville, KY

FIFTH THIRD SECURITIES, Inc.

Jackson Simon is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2023. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2023. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account platform, utilizing third-party managers and multiple strategies including mutual fund and ETF models, SMAs, tax-overlay services, and direct indexing.

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

Series 65, Series 66

Orlando, FL

FIFTH THIRD SECURITIES, Inc.

Manuel Bello is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Bank of America, Merrill, AlfaOmega Financial Group, and Home Depot. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, with services including mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.

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

Series 63, Series 65

Fort Thomas, KY

FIFTH THIRD SECURITIES, Inc.

Patrick Dalton is a financial advisor at FIFTH THIRD SECURITIES, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Fifth Third Bank, Parkside Nursing and Rehabilitation, Highlands Nursing and Rehabilitation, Bellarmine University, and New Castle High School. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers various program types on the Passageway Managed Account platform, enabling clients to select investment strategies aligned with their risk profiles.

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

Series 63, Series 65

Terre Haute, IN

FIFTH THIRD SECURITIES, Inc.

Benjamin Mcconnell is a financial advisor with Fifth Third Securities, Inc. in Terre Haute, IN, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has previous experience as an agent with Anthem, Humana, and UHC, though he no longer engages in those activities. 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 range of managed account programs on the Passageway platform, utilizing multiple third-party portfolio managers and investment strategies.

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

Series 63, Series 65

Lake Forest, CA

FIFTH THIRD SECURITIES, Inc.

Sergio Ayo 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 history includes roles at Fifth Third Bank, OneMain Financial, Merrill, Dentsply Sirona Orthodontics, and Bank of America. 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 and third-party portfolio managers on its Passageway Managed Account platform, providing clients with various strategies including mutual-fund/ETF models, SMA strategies, and direct indexing options.

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

CFP®, ChFC®, Series 63, Series 65

Westerville, OH

FIFTH THIRD SECURITIES, Inc.

Martin Jerwers is a financial advisor with Fifth Third Securities, Inc. in Dublin, Ohio, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. 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, 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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Jeremy S

Series 63, Series 65

Brunswick, OH

FIFTH THIRD SECURITIES, Inc.

Jeremy Southworth is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he has worked in various roles including positions at Fifth Third Bank, Charter Communications, and Herbalife International, where he has been involved as a distributor in the health and wellness sector. Additionally, he serves as a Youth/Young Adult Pastor at LaGrange Church of God. 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 multiple discretionary managed-account options and distinctive services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and a multi-tiered operational structure.

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

Series 63, Series 65

Kalamazoo, MI

FIFTH THIRD SECURITIES, Inc.

Jonathan Knight is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Fifth Third Bank starting in 2021 and was employed at Copple's Wrecker Service from 2015 to 2021. 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 programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

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

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Daniel Doerflein is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2018 and Fifth Third Bank since 2017. Outside of his advisory role, he is active as a freelance online writer and a web-based streamer and reviewer of games and books. Fifth Third Securities 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 an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.

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

Series 63, Series 66

Lake Forest, IL

FIFTH THIRD SECURITIES, Inc.

Brian Waller is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lake Forest, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His work history includes roles at Fifth Third Bank, VistaNational Insurance Group, Blockwall Strategies, Inc., and New York Life Insurance Company. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm 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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Julianna M

Series 65, Series 63

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

Julianna Muscarella is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior work experience at Fifth Third Bank, Holiday Inn Express, Tommy Hilfiger, and Wayland Union High School. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering various managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a diverse client base and a broad range of portfolio management options.

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

Series 63, Series 65

Orland Park, IL

FIFTH THIRD SECURITIES, Inc.

Keith Janczak is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in online game streaming on Twitch. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple managed-account programs through its Passageway platform, combining third-party portfolio managers and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

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

Series 66

San Jose, CA

FIFTH THIRD SECURITIES, Inc.

Georgia Sclavos is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. She previously worked at Ameriprise and Comerica Securities, Inc. Outside of her advisory role, she provides client service and support related to money market fund investment platforms through Comerica Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and a range of strategies from mutual funds and ETFs to separately managed accounts and tax-optimized solutions.

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

Series 63, Series 65

Alexandria, KY

FIFTH THIRD SECURITIES, Inc.

Jeromy Ehlman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. His work history includes roles at Fifth Third Securities since 2019 and Fifth Third Bank since 2017, along with prior experience at Service First Logistics. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm utilizes multiple program types and third-party portfolio managers through its Passageway Managed Account Program, providing clients with options ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay strategies.

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

Series 63, Series 66

New Buffalo, MI

FIFTH THIRD SECURITIES, Inc.

Auna Kuehnle is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Sawyer, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Fifth Third Securities since 2009. 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 multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a unique municipal-advisor registration.

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

Series 63, Series 65

Indianapolis, IN

FIFTH THIRD SECURITIES, Inc.

Rodney Smith is a financial advisor at Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Fifth Third Securities since 2012. 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 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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Michael S

Series 66

Fairfield, OH

FIFTH THIRD SECURITIES, Inc.

Michael Smith is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is active as a musician in Cincinnati. 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 a corporate affiliation to Fifth Third Bank, providing clients access to 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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William M

Series 63, Series 66

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

William Mcclanahan is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a range of program types via its Passageway Managed Account Platform, catering to diverse client needs with various portfolio management options and strategies.

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

CFP®, Series 63, Series 65

Woodridge, IL

FIFTH THIRD SECURITIES, Inc.

Michael Youakim is a CFP® with 24 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Woodridge, Illinois. 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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