James Wheeler is a financial advisor with Fifth Third Securities, Inc. in Lexington, KY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Wheeler has worked at Fifth Third Securities since 2018 and has been with Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by Fidelity’s Managed Account Xchange platform.

Kevin Davis is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Lexington, KY. He holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at WesBanco Securities Inc., Morgan Stanley, and JP Morgan Securities, LLC. 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 investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies and tax-focused solutions.

Sean Richmond is a financial advisor with Fifth Third Securities, Inc. in Lexington, KY, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at Fifth Third Bank, Prime Communications, Richmond Drywall, and The Southern Baptist Theological Seminary. Outside of his advisory duties, Richmond serves as a part-time preacher in ministry assistance. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with advisor-directed strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.