FIFTH THIRD SECURITIES, Inc.

George Rassi is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities since 2011 and has worked with Fifth Third Bank since 2010. Outside his advisory role, he is involved in managing several rental properties through personal ownership and business entities. 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 combines a municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account options, including advisor-directed models and tax-overlay services.

Melva Austin is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Ormond Beach, FL, holding Series 63, Series 65, and Series 66 credentials and bringing 22 years of industry experience. She has been with Fifth Third Securities since 2012. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options including advisor-directed models, separately managed accounts, and a unified program that integrates third-party portfolio managers and strategist portfolios, supported by a platform featuring direct indexing and tax-overlay services.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Joseph Lucente is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cary, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and SunTrust Bank, and he also has six years of experience with Chipotle Mexican Grill. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Christy Manthei is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience and a Series 66 designation. Her prior roles include positions at Ameriprise, Comerica Securities, Fidelity Investments, and LPL Financial. She also provides financial guidance to retail bank clients at Comerica Bank and offers money market options through Maestro. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of program types on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a corporate structure as a wholly owned subsidiary of Fifth Third Bank.

John Desantis is a financial advisor with Fifth Third Securities, Inc. in Estero, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2016. Outside of his advisory role, he is involved with Uptown Express Productions, a singing group based in Naples, FL. 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, including advisor-directed models and access to third-party portfolio managers, with features such as direct indexing and tax-overlay services.

Laura Tidd is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and its affiliated firm since 2009. 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 and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

Thomas Stines is a financial advisor at Fifth Third Securities, Inc. based in Knoxville, TN, holding Series 63 and Series 65 designations with seven years of industry experience. He has been with Fifth Third Securities since 2019 and also has experience working at Fifth Third Bank and The Bed Store. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to work with Investment Advisor Representatives to choose tailored investment strategies.

Michael Palmer is a financial advisor with Fifth Third Securities, Inc. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Fifth Third Bank, GTE Credit Union, Regions Bank, PNC Bank, and Bank of America. Fifth Third Securities serves a diverse client base, including individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program via Fidelity’s Managed Account Xchange.

Manuel Macias is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the U.S. Army Reserves for twelve years. 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 provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Matthew Mowchan is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He has been with Fifth Third Securities since 1999 and holds Series 63 and Series 66 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via the Passageway platform, combining direct indexing, tax overlay services, and other strategies.

Valarie Kaney is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Fifth Third Securities and its affiliated firm since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm’s platform features multiple discretionary managed-account programs, including direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its dual registration as a broker-dealer and municipal advisor.

Autumn Wood is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked in various roles within Fifth Third Bank since 2019, including her current position at Fifth Third Securities starting in 2022. Prior to joining Fifth Third, she held positions at Norton Hospital, Yesternoon, and Jefferson Community College. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, providing a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

Heather Kilbourne is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, she worked at Wedbush Securities Inc. for eight years. Outside of her advisory role, she is a co-owner of Blueprint Investments LLC, a real estate and auto business. 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 provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated supervisory and review processes.

Alexandra Herd is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior work includes roles at Fifth Third Bank, Ivy Tech Community College, Prairie State College, and Purdue University Northwest. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisory services, and operates as a wholly owned subsidiary of Fifth Third Bank.