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Jonathan R

Series 65, Series 63

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Jonathan Rodriguez is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Fifth Third Securities in 2022, he worked at Lincoln Heritage and the United States Postal Service. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management strategies via its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to high-net-worth clients, corporations, trusts, and retirement accounts.

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

CFP®, Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Wesley Simpson is a CFP® with 13 years of industry experience, currently serving at Fifth Third Securities, Inc. in Louisville, KY. He has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2010. 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 managed-account options, including discretionary models and direct indexing, and operates 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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Maged H

Series 65, Series 63

Hermitage, TN

FIFTH THIRD SECURITIES, Inc.

Maged Hanna is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked across various roles at Fifth Third Bank and other firms including American Life Insurance Company and World Financial Group. Outside of his advisory role, he is an online self-publisher through Kindle Direct Publishing. Fifth Third Securities, Inc. serves a broad mix of individual, institutional, and business clients through investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, providing clients with customized investment solutions ranging from mutual funds and ETFs to separately managed accounts and direct indexing.

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

Series 63, Series 65

Lawrenceville, GA

FIFTH THIRD SECURITIES, Inc.

Adam Hextell is a financial advisor with Fifth Third Securities, Inc. based in Duluth, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Fifth Third in 2020, he worked at The Prudential Insurance Company of America and Foresters Financial Services. Outside of his advisory role, he has been involved with Hextell Properties LLC since 2013. 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, 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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William P

Series 65, Series 63

Lambertville, MI

FIFTH THIRD SECURITIES, Inc.

William Peet is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Merrill and Doordash. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway platform.

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

Series 63, Series 66

Metamora, IN

FIFTH THIRD SECURITIES, Inc.

Darci Metcalf is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2011. Outside of her advisory role, she is a property owner in Metamora, Indiana. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

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

Series 66

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Doyle Mosley is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Citizens Securities, and Morgan Stanley. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio managers and direct management options.

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

Series 63, Series 66

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Julie Shemanski is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Ameriprise for three years and Comerica Securities for 22 years. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via Fidelity’s Managed Account Xchange platform.

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

ChFC®, Series 63, Series 65

Rochester Hills, MI

FIFTH THIRD SECURITIES, Inc.

Vincent Pamelia is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 14 years of industry experience and has previously worked at firms including Ameriprise, Comerica Securities, Charles Schwab, and USAA. Outside of his advisory work, he is the owner of VJP PRODUCTIONS, LLC, a content creation business. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, providing options from mutual funds and ETFs to SMA strategies and direct indexing.

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

Series 63, Series 65

Huntsville, AL

FIFTH THIRD SECURITIES, Inc.

Daniel Coblentz is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services and Regions Bank. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he assists clients with banking and investment referrals. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple portfolio management programs via the Passageway platform and operates 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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David R

Series 65, Series 63

Kissimmee, FL

FIFTH THIRD SECURITIES, Inc.

David Rodriguez Lozada is a financial advisor at Fifth Third Securities, Inc. in Kissimmee, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and held positions in the retail and fashion sectors. He has also been affiliated with the UCF College of Business for over a decade. Fifth Third Securities serves a diverse clientele, including individual high-net-worth and institutional clients, providing 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 offers a range of 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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Michael T

CFP®, Series 63, Series 65

Brownstown Township, MI

FIFTH THIRD SECURITIES, Inc.

Michael Tafelski is a CFP® with 32 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Brownstown Township, MI. 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 to provide a range of discretionary managed-account programs, including advisor-directed models and direct indexing, supported by comprehensive supervisory and review processes.

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

Series 65, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

James Dores is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 designations with five years of industry experience. Prior to his current role, he worked at Fifth Third Bank and has experience in real estate investing and the rental business. Outside of his advisory role, he owns Done Right Renovations LLC, a home renovation business. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a variety of managed account programs via the Passageway platform, providing clients with access to multiple investment strategies and third-party portfolio managers.

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

Series 66

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Matthew Martin is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2018 and previously spent five years at Key Investment Services LLC. 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, incorporating third-party portfolio managers, strategist portfolios, and advisor-managed sleeves.

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

Series 63, Series 66

Toledo, OH

FIFTH THIRD SECURITIES, Inc.

Jeffrey Jensen is a financial advisor at Fifth Third Securities, Inc. in Toledo, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1997. 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 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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Stacy B

Series 66, Series 63

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Stacy Blake is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise and Comerica Securities, Inc. Blake is based in Farmington Hills, Michigan. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, incorporating various strategies such as mutual fund and ETF models, separately managed accounts, tax overlays, and direct indexing.

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

Series 66, Series 63

Avon, OH

FIFTH THIRD SECURITIES, Inc.

Jarrett Mehalik is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Avon, OH, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Outside of his advisory role, he manages a rental property unrelated to his investment activities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and direct indexing.

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

ChFC®, Series 66

Grosse Pointe Woods, MI

FIFTH THIRD SECURITIES, Inc.

Armin Hrncic is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise Financial Services, LLC and Citizens Securities, Inc. He is also employed by Comerica Bank. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Program, providing clients access to diverse portfolio management strategies.

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

CFP®, Series 63, Series 65

Parrish, FL

FIFTH THIRD SECURITIES, Inc.

January Schmus is a CFP® with 23 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. Since 2023, Schmus has worked at Fifth Third Securities and FIFTH THIRD BANK, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Fifth Third Securities, Inc. serves a diverse clientele that includes individuals, high-net-worth clients, and institutional investors such as corporations, trusts, and retirement accounts. The firm offers a range of investment advisory and brokerage services through various program types on the Passageway Managed Account Platform, emphasizing customized client risk profiles and multiple portfolio management options.

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

Series 63, Series 65

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Samuel Castiblanco is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he worked at Fifth Third Bank and T-Mobile. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account Program, utilizing multiple portfolio management strategies and third-party managers.

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