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Matthew B

Series 63, Series 65

Newport, KY

FIFTH THIRD SECURITIES, Inc.

Matthew Byrley is a financial advisor with Fifth Third Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and with 22 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 an optional tax-overlay service.

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

Series 63, Series 65

Tipp City, OH

FIFTH THIRD SECURITIES, Inc.

Michael Roush is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities and Fifth Third Bank since 2013. 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 various managed account programs via the Passageway platform, combining multiple investment strategies and third-party portfolio managers.

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

Series 66

Florence, KY

FIFTH THIRD SECURITIES, Inc.

Lauren Lubben is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bayport Polymers, Formosa Plastics, Sasol, and the University of Louisville. 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.

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

Series 66, Series 63

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Brittany Underwood is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including U.S. Bancorp Investments, Inc. and Wells Fargo Clearing. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a range of portfolio management options and affiliated entities.

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

Series 65, Series 63

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Tyler Linson is a financial advisor with Fifth Third Securities, Inc. in Evansville, Indiana. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work history includes roles at Fifth Third Bank, One Main Financial, Walgreens, and Medieval Collectibles. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, through investment advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, employing various portfolio management strategies and tax-related services.

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

Series 63, Series 66

Independence, KY

FIFTH THIRD SECURITIES, Inc.

Jacob Wessler is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Bank and Fidelity Investments, among other employers. His background includes multiple roles at Thomas More University prior to entering the financial services industry. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through advisory and brokerage services. The firm offers a variety of investment programs and utilizes a managed account platform with multiple portfolio management options.

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

Series 63, Series 65

Carmel, IN

FIFTH THIRD SECURITIES, Inc.

John Geshay is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes positions at FIFTH THIRD SECURITIES since 2019, Fifth Third Bank since 2018, Morgan Stanley in 2017, and Hope College from 2016 to 2018. Outside of his advisory role, he is involved in managing rental properties in Indianapolis. 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 on its Passageway Managed Account platform, allowing clients to select strategies based on their risk profiles, and operates as a subsidiary of Fifth Third Bank with comprehensive advisory and broker-dealer activities.

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

CFP®, Series 63, Series 66

Spring Arbor, MI

FIFTH THIRD SECURITIES, Inc.

Scott Anderson is a CFP® professional with 23 years of industry experience. He is currently with Fifth Third Securities, Inc., joining the firm in 2026 after previous roles at Ameriprise, Comerica Securities, Inc., and Morgan Stanley. Outside of his advisory work, Anderson is involved in independent insurance brokering and participates in managing a corporate cash management platform. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs and portfolio management options through its Passageway platform, supported by a range of third-party managers and advisory strategies.

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

Series 66

Haubstadt, IN

FIFTH THIRD SECURITIES, Inc.

Tracie Elsner is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with Fifth Third Securities since 2007. FIFTH THIRD SECURITIES, Inc. provides 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 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 use of platforms like Fidelity Institutional Wealth Adviser.

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

Series 63, Series 66

Oak Lawn, IL

FIFTH THIRD SECURITIES, Inc.

Peter Heinz Sr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Oak Lawn, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 20 years with Fifth Third Securities. 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 corporate 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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Corie B

Series 65, Series 63

Landis, NC

FIFTH THIRD SECURITIES, Inc.

Corie Basham is an advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and no prior industry experience. She has worked at Fifth Third Bank since 2020 and previously held roles at Randstad and Enterprise Rent a Car. 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 wholly owned subsidiary of Fifth Third Bank and provides services that include mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

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

Series 63, Series 65

Commerce Township, MI

FIFTH THIRD SECURITIES, Inc.

Ashley Stewart is a financial advisor with Fifth Third Securities, Inc. in Commerce Township, MI. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior experience includes roles at Fifth Third Bank, Northwestern Mutual, and The Barn. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway platform, catering to diverse client needs with access to mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

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

Series 63, Series 65

Niles, IL

FIFTH THIRD SECURITIES, Inc.

Fredric Hoffman is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009. 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 program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides various investment strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

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

Series 63, Series 65

Centerville, OH

FIFTH THIRD SECURITIES, Inc.

Tyler Lindholm is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the financial industry since 2022. Prior to his current role, he worked in the restaurant industry, including at First Watch Restaurant and Chili’s Bar and Grill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through both advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, including mutual fund/ETF models, SMAs, tax-overlay services, and direct indexing options, 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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Michelle B

Series 66

Traverse City, MI

FIFTH THIRD SECURITIES, Inc.

Michelle Burch is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc., based in Williamsburg, MI. She has 18 years of industry experience and has been with Fifth Third Securities since 2011. 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 subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.

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

Series 63, Series 65

Huntsville, AL

FIFTH THIRD SECURITIES, Inc.

David Sendowski is a financial advisor at Fifth Third Securities, Inc. in Huntsville, Alabama, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he volunteers with the Civil Air Patrol, assisting with air shows, crash investigations, and search and rescue operations. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, providing clients with options ranging from mutual fund and ETF models to separately managed accounts with tax overlay and direct indexing strategies.

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