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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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Nathan B

Series 65, Series 63

Bowling Green, OH

FIFTH THIRD SECURITIES, Inc.

Nathan Breese is a financial advisor at Fifth Third Securities, Inc. in Bowling Green, Ohio, holding Series 65 and Series 63 licenses with six years of industry experience. He has been with Fifth Third Securities since 2020 and has a longer tenure with Fifth Third Bank dating back to 2011. 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 various investment programs on its Passageway platform, combining third-party portfolio managers and advisor-directed strategies.

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

Series 66

Bowling Green, OH

FIFTH THIRD SECURITIES, Inc.

Jerid Friar is a financial advisor with Fifth Third Securities, Inc. in Waterville, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Friar serves as a member of the Board of Directors for the Bowling Green Chamber of Commerce. 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 and combines its municipal-advisor registration with affiliation to Fifth Third Bank.

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

Series 63, Series 65

Bowling Green, OH

FIFTH THIRD SECURITIES, Inc.

Tate Carnicom is a financial advisor at Fifth Third Securities, Inc. in Bowling Green, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes several roles at Fifth Third Bank and positions outside finance, such as at Bassett's Market and Florida Gulf Coast University. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of investment advisory and brokerage services. The firm provides multiple managed account programs through its Passageway platform, combining advisor-directed and third-party portfolio management strategies.

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