Cincinnati, OH Springfield Pike Office

Andrea Noe is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 66 and Series 63 licenses with 10 years of industry experience. Her prior roles include positions at Fifth Third Bank and ownership of A&A Lakefront Properties. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform with services that include mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.

Juliann Bunner is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank, Cincinnati State Technical and Community College, Torrid, Rue 21, and Oak Hills High School. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing roughly $10.9 billion in assets.

Margaret Schneider is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Fifth Third Securities, Inc. in Cincinnati, Ohio, where she has worked since 2007. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a network of around 919 advisors.

Angel Tepe is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 63 and Series 66 credentials with 19 years of industry experience. Prior to joining Fifth Third Securities in 2019, he worked at Navian Capital Securities, LLC and InSource, Inc. The firm serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services through programs that incorporate mutual funds, ETFs, SMA strategies, and tax-overlay services. Fifth Third Securities operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad advisor network.

Aldo Cattoi is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2022, having previously worked at Fifth Third Bank since 2015. 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Daniel Doerflein is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2018 and Fifth Third Bank since 2017. Outside of his advisory role, he is active as a freelance online writer and a web-based streamer and reviewer of games and books. 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 features such as direct indexing and an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.