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Edgar J
Series 65, Series 63
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Edgar Juarez is a financial advisor with Fifth Third Securities, Inc. in Naples, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and Fifth Third Securities in various capacities, and he also attended Florida Southwestern State College. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options, including mutual fund and ETF models, SMA strategies, and tax-optimized solutions.
Richard C
Series 63, Series 65, Series 66
Gulf Breeze, FL
FIFTH THIRD SECURITIES, Inc.
Richard Casey is a financial advisor with Fifth Third Securities, Inc. in Gulf Breeze, Florida, holding Series 63, 65, and 66 licenses and 35 years of industry experience. His prior roles include eight years at J.P. Morgan Securities and a brief retirement before joining Fifth Third Securities and Fifth Third Bank in 2021. Outside of his advisory duties, he serves as president of Excellence Labs LLC, a consultative speaking business unrelated to securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, enabling tailored portfolio management solutions via third-party managers and advisor-directed strategies.
Zachary G
Series 63, Series 65
Jasper, IN
FIFTH THIRD SECURITIES, Inc.
Zachary Gordon is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2023 and Fifth Third Bank since 2022. Prior to his financial career, he was involved with Christmas Lake Golf Club for 17 years. Outside of his advisory role, he is a musician in the group Five Under in Jasper, Indiana. 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 that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and a tax-overlay service.
Traci B
Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Traci Byrge is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Fifth Third Securities since 2007 and has been associated with Fifth Third Bank since 2000. Outside of her advisory role, she owns and operates Traci Lea Photography. 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, including direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.
Rose B
Series 63, Series 65
Aurora, OH
FIFTH THIRD SECURITIES, Inc.
Rose Beisner is a financial advisor at Fifth Third Securities, Inc. in Aurora, Ohio, holding Series 63 and Series 65 designations with one year of industry experience. Her prior work includes roles at Fifth Third Bank, as well as positions at Mad Batter Bake Shop, Mission BBQ, and Caterology. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering programs ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay options, supported by the Passageway Managed Account platform.
Ian S
Series 63, Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Ian Schilly is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior experience at Fidelity Investments and a decade at Let's Play Sports, Inc. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, businesses, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that integrate third-party portfolio managers and advisor-managed strategies, supported by a range of features including direct indexing and tax-overlay services.
John M
Series 65, Series 63
Muskegon, MI
FIFTH THIRD SECURITIES, Inc.
John Mcdaniel is an advisor at Fifth Third Securities, Inc. in Muskegon, MI, holding Series 65 and Series 63 credentials with one year of advisory experience. He has been affiliated with the Fifth Third organization since 2016, originally with Fifth Third Bank before joining Fifth Third Securities in 2025. Fifth Third Securities serves a broad client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account platform, leveraging third-party portfolio managers and a range of strategies including mutual funds, ETFs, SMAs, and tax-efficient approaches.
Jerry P
Series 63, Series 65
Mokena, IL
FIFTH THIRD SECURITIES, Inc.
Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.
Darin K
Series 66
Cleveland, OH
FIFTH THIRD SECURITIES, Inc.
Darin Kershner is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with Fifth Third Securities and Fifth Third Bank since 2004. 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 options that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.
Amy L
Series 63, Series 66
Highland, MI
FIFTH THIRD SECURITIES, Inc.
Amy Lincoln is a financial advisor with Fifth Third Securities, Inc. in Highland, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2009. Outside of her advisory role, Lincoln owns and operates Crystal Gardens Banquet Hall, a wedding and banquet center in Clio, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, with features such as direct indexing and a tax-overlay service.
Rebecca G
Series 63, Series 65
Fairview Park, OH
FIFTH THIRD SECURITIES, Inc.
Rebecca Greene is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2020, she worked at Citizens Bank and Citizens Securities, Inc. from 1999 to 2020. Outside of her advisory role, she is an owner and landlord of rental property in Lakewood, Ohio. 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 combines third-party portfolio managers with advisor-managed strategies, featuring direct indexing and tax-overlay services.
Lucas P
Series 63, Series 66
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Lucas Paez is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank, he worked at Citizens Securities, Wells Fargo Clearing, Wells Fargo Bank, T-Mobile, and DKNY. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs via the Passageway platform, providing access to mutual fund, ETF, SMA, and direct-indexing strategies.
Samuel R
CFP®, Series 66
Cuyahoga Falls, OH
FIFTH THIRD SECURITIES, Inc.
Samuel Ramirez is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019. Prior to that, he was with Huntington Investment Company starting in 2014. Outside of his advisory role, Ramirez is involved in music performance and composition through his business, Samuel Ramirez Music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.
Jason R
Series 66
Delaware, OH
FIFTH THIRD SECURITIES, Inc.
Jason Rizzo is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has been with Fifth Third Securities since 2009. Outside of his advisory role, he is a member and owner of R Squared LLC, a rental property management business in Galena, Ohio. Fifth Third Securities provides 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 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.
Maria S
Series 63, Series 65
Chesterfield, MI
FIFTH THIRD SECURITIES, Inc.
Maria Soave Krambeck is an advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and two years of industry experience. She has been with Fifth Third Securities since 2023 and has a longer tenure at Fifth Third Bank dating back to 2016. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers access to multiple program types and third-party portfolio managers via the Passageway Managed Account Program, with services tailored to client risk profiles and investment preferences.
Ryan O
Series 63, Series 65
Madisonville, KY
FIFTH THIRD SECURITIES, Inc.
Ryan Oberhausen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Owensboro, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he is a vice president and owner of a rental property business, Candy Cane Properties LLC, located in Santa Claus, IN. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity Institutional Wealth Adviser platforms.
Michael B
Series 63, Series 66
Matthews, NC
FIFTH THIRD SECURITIES, Inc.
Michael Bellavia is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Truist Advisory Services, Bb&T Securities, and Bb&T Investment Services. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.
Timothy J
Series 63, Series 65
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Timothy Jordan is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work experience includes roles at Fifth Third Bank, Macy's, and Jersey Mike's Sub Shop. 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 a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.
Joseph B
Series 63, Series 65
Covington, KY
FIFTH THIRD SECURITIES, Inc.
Joseph Bono II is a financial advisor at Fifth Third Securities, Inc. in Covington, KY, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. 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.
Melissa W
Series 66
Oakwood, OH
FIFTH THIRD SECURITIES, Inc.
Melissa Wilson is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account options and access to specialized investment strategies.
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