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Ryan R

Series 63, Series 66

Milford, OH

FIFTH THIRD SECURITIES, Inc.

Ryan Rospert is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2022 and previously spent nine years at Fidelity Investments. FIFTH THIRD SECURITIES serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio management with customized investment solutions.

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

Series 63, Series 65

Milford, OH

FIFTH THIRD SECURITIES, Inc.

S Renee Whisman is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior experience includes roles at PNC Bank and PNC Investments from 2013 to 2018 before joining Fifth Third Securities and Fifth Third Bank in 2018. 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 with features such as direct indexing and tax-overlay services, and operates 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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Katherine H

Series 63, Series 66

Milford, OH

FIFTH THIRD SECURITIES, Inc.

Katherine Hupp is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, 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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