Florence, KY Burlington Pike Office

Michael Frey is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Florence, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Outside of his advisory role, Frey is the owner and lessor of a home rental in Independence, KY. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of programs on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax-overlay strategies. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad advisory network and multiple affiliated entities.

Kortnie James is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has three years of industry experience, including her current role at Fifth Third Securities and a decade of service with Fifth Third Bank. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining advisor-directed models with sophisticated strategies such as direct indexing and tax-loss harvesting.

Nan Matteson is a CFP® professional with over 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2003. She holds the Series 66 designation and is based in Cincinnati, OH. Outside of her advisory role, she owns and operates Queen City Flower Farm, where she grows cut flowers for a local farmer’s market. Fifth Third Securities, Inc. 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 direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jeffrey Lawson is a CFP®-certified financial advisor with 27 years of industry experience. He has worked with Fifth Third Securities, Inc. since 1988 and has been employed at Fifth Third Bank of Northern Kentucky since 1992. Outside of his advisory work, he volunteers with the University of Cincinnati Athletic Department as a chain crew member for home football games. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through 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 combines broker-dealer, municipal advisor, and SEC-registered investment adviser activities.

Michelle Misplay is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2008. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Shannon Johnson Mobley is a financial advisor with Fifth Third Securities, Inc. in Union, KY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Fifth Third Securities since 1999. Outside of her advisory role, she is a member and owner of two bar and restaurant ventures in Covington, KY. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its unique structure as a broker-dealer affiliated with Fifth Third Bank.

Aidan Cusumano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank. Prior to his financial services career, he spent several years in education at Xavier University and Glen Ridge High School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized investment strategies.

Stephanie Sketch Durr is a financial advisor with Fifth Third Securities, Inc. in Florence, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to a diverse client base, including individuals, charitable organizations, corporate and business clients, and institutional investors, offering multiple discretionary managed-account programs through its Passageway Managed Account Platform. The firm is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank, as well as its integration of various portfolio management and platform services.

Matthew Luken is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of his advisory role, he competes in various pro fishing tournaments. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers via its Passageway Managed Account Program.

Zane Couch is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024. His prior experience includes roles at Cracker Barrel and Fifth Third Bank, N.A. Outside of finance, he has been involved with the Kentucky Basketball Academy. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by a platform integrated with Fidelity and National Financial Services.

Mitch Lawson is a CFP® with seven years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held roles at Fifth Third Securities and Fifth Third Bank since 2023, and previously worked at Touchstone Investments and Touchstone Securities, Inc. Mitch’s background also includes positions at the University of Cincinnati. 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 combining third-party managers and advisor-managed portfolios, with features such as direct indexing and an optional tax-overlay service.

Lauren Lubben is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bayport Polymers, Formosa Plastics, Sasol, and the University of Louisville. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.