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Alyshia W

Series 65, Series 63

Springboro, OH

FIFTH THIRD SECURITIES, Inc.

Alyshia Webb is a financial advisor at Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has two years of experience in her current role, with an additional seven years at Fifth Third Bank. Her prior work includes roles in the restaurant industry at BJ’s Brewhouse and Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers investment advisory and brokerage services through various programs and third-party managers on the Passageway platform, with a focus on tailored portfolio strategies and multiple investment options.

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

Series 63, Series 65

Springboro, OH

FIFTH THIRD SECURITIES, Inc.

Richard Smith is a financial advisor with Fifth Third Securities, Inc. in Franklin, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2000. Outside of his advisory role, he is an ordained minister at the Church of God in Anderson, Indiana. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, including high-net-worth clients, charitable organizations, and institutional investors. The firm provides 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 an optional tax-overlay service.

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

CFP®, Series 63, Series 66

Springboro, OH

FIFTH THIRD SECURITIES, Inc.

David Parker is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. since 2017. Prior to that, he worked at Fidelity Brokerage Services LLC for two years. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, which range from mutual fund and ETF models to separately managed accounts and tax-related strategies.

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

Series 63, Series 66

Springboro, OH

FIFTH THIRD SECURITIES, Inc.

Kathy Sperry is a financial advisor with Fifth Third Securities, Inc. in Springboro, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes extensive tenure at Fifth Third Securities from 2001 to 2024, followed by roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before returning to Fifth Third in 2025. 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 integrates multiple managed-account options with features like direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank and combining bank affiliation with municipal-advisor registration.

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