Philip Sanchez is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2026. Prior to that, he was employed at Ameriprise for three years and Comerica Securities, Inc. for seven years. Outside of his advisory role, Sanchez co-owns a driving school in South El Monte, California. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program with multiple portfolio options and is a direct subsidiary of Fifth Third Bank.

Robert Nagy is a financial advisor with Fifth Third Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. He is also involved in independent insurance brokering, specializing in whole and universal life insurance products. 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 program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and providing a range of investment strategies tailored to client risk profiles.