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Rahul K

Series 63, Series 66

Chino, CA

FIFTH THIRD SECURITIES, Inc.

Rahul Karugapadam is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Ameriprise, Comerica Securities, Wells Fargo, and J.P. Morgan. He is also a part owner of his wife's hair salon. FIFTH THIRD SECURITIES serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a direct wholly owned subsidiary of Fifth Third Bank and manages a broad range of investment solutions including mutual funds, ETFs, SMAs, and direct indexing.

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

Series 63, Series 66

Boca Raton, FL

FIFTH THIRD SECURITIES, Inc.

Patrick Durham is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, JP Morgan Securities, RBC Capital Markets, and Wells Fargo. Outside of his primary role, he is also employed as a financial advisor with Comerica in Boca Raton. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with approximately $10.9 billion in assets under management and a broad client base.

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

Series 63, Series 65

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Erin Fidler is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2015. Outside of her advisory work, she owns and operates two small businesses in Evansville, Indiana: Little White House Bakeshop and Bella Lou LLC, a dog boutique. 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 on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing clients access to advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.

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

Series 66

Charlotte, NC

FIFTH THIRD SECURITIES, Inc.

James Baker is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, holding a Series 66 designation with 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 a co-owner of Three Eagle Ventures, LLC. 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 options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

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

Series 65, Series 63

Louisville, KY

FIFTH THIRD SECURITIES, Inc.

John Drinkard is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked with Fifth Third Bank since 2016 and Fifth Third Securities since 2020. Outside of his advisory role, he teaches martial arts in Prospect, KY. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisor-directed strategies tailored to client risk profiles.

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

Series 63, Series 66

New Buffalo, MI

FIFTH THIRD SECURITIES, Inc.

Traci Steder is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2002, with an extended tenure at Fifth Third Bank beginning in 1995. 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 wholly owned subsidiary of Fifth Third Bank.

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

Series 63, Series 65

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Kimberli Lambert is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and having 14 years of industry experience. She has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2006. 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 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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Michael L

Series 63, Series 65

Apopka, FL

FIFTH THIRD SECURITIES, Inc.

Michael Lopez is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Fifth Third Bank, SunTrust Bank, and TD Bank. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway platform, providing a range of strategies 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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Jason Y

Series 63, Series 65

Smyrna, TN

FIFTH THIRD SECURITIES, Inc.

Jason Youngman is a financial advisor with Fifth Third Securities, Inc. in Murfreesboro, Tennessee. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Fifth Third Securities since 2011 and Fifth Third Bank since 2010. 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 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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Kimmy M

Series 63, Series 66

Hillsdale, MI

FIFTH THIRD SECURITIES, Inc.

Kimmy Morris is a financial advisor with Fifth Third Securities, Inc. based in Hillsdale, MI. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Morris has been with Fifth Third Securities and Fifth Third Bank since 2006. 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 options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

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

Series 63, Series 66

Crystal Lake, IL

FIFTH THIRD SECURITIES, Inc.

Pranav Singh is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Crystal Lake, IL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA for over a decade before joining Fifth Third in 2022. 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 and third-party portfolio management via its Passageway Managed Account Platform 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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Joshua M

Series 65, Series 63

Newburgh, IN

FIFTH THIRD SECURITIES, Inc.

Joshua Mills is a financial advisor with Fifth Third Securities, Inc. in Newburgh, Indiana, holding Series 65 and Series 63 credentials and two years of industry experience. His prior work experience includes roles at Fifth Third Bank, Acceptance Home Mortgage, Acropolis, and Logans Roadhouse. Outside of his advisory work, he is employed part-time as a server at Texas Roadhouse. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual fund and ETF models, SMA strategies, and tax-overlay services.

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

Series 63, Series 65

Fishers, IN

FIFTH THIRD SECURITIES, Inc.

Kevin Smith is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2007. 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 an optional tax-overlay service.

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

Series 65, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Eric Holzwarth is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and with FIFTH THIRD BANK since 2013. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients with access to various portfolio management strategies and risk profiles.

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

Series 63, Series 65

West Bloomfield, MI

FIFTH THIRD SECURITIES, Inc.

Ryan Kraft is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, following roles at Fifth Third Bank and At Your Disposal. Outside of his advisory work, he is involved with the West Oakland Wings Baseball organization in Milford, Michigan. Fifth Third Securities 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 with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

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

Series 66

Bowling Green, OH

FIFTH THIRD SECURITIES, Inc.

Madeson Lamlein is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Fifth Third Securities, Lamlein worked at Fifth Third Bank and has experience in various roles including at Beckett's Burger Bar and Valco Valley Tool and Die. Fifth Third Securities 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 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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Timothy G

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Timothy Goodman II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2010. 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 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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Christel T

Series 63, Series 66

Chesterfield Twp, MI

FIFTH THIRD SECURITIES, Inc.

Christel Toal is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She has been with Fifth Third Securities since 2018 and has a longer tenure with Fifth Third Bank dating back to 2000. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform, using various third-party portfolio managers and providing options 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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Kyle K

Series 63, Series 65

Cynthiana, KY

FIFTH THIRD SECURITIES, Inc.

Kyle Kinzig is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2011 and FIFTH THIRD BANK since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, 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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Stephen E

Series 63, Series 65

Dayton, OH

FIFTH THIRD SECURITIES, Inc.

Stephen Eldridge is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sprint for 13 years before joining Fifth Third Bank and Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

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