Advisors at this firm
Vance B
CFP®
Dublin, OH
Parallel Equity Advisors Ltd.
Vance Bennett is a CFP® professional with 24 years of industry experience, currently serving at Parallel Equity Advisors Ltd. since 2018. He has also worked at Fortune Financial Services, Inc. and Quest Capital Strategies, Inc., and has operated his own advisory practice since 1996. Outside of financial advising, he owns and operates a tax preparation business and is licensed as an insurance agent specializing in life, health, and annuities. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.
Bart F
CFP®, ChFC®, Series 63
Dublin, OH
Parallel Equity Advisors Ltd.
Bart Fisher is a CFP® and ChFC® with five years of industry experience. He is affiliated with Parallel Equity Advisors Ltd. in Dublin, OH, and has previously worked at Northwestern Mutual and Roger Smith Insurance. Fisher also holds a role as an insurance agent with Symphony Partners Advisory LTD., LLC. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.
Ryan S
Series 63, Series 65
Dublin, OH
Parallel Equity Advisors Ltd.
Ryan Smith is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with Symphony Partners Advisory Ltd., LLC, Symphony Partners, and Fortune Financial Services, Inc. since 2009. Outside of advisory work, he is a partner and insurance agent involved in insurance services through Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.
Aaron G
Series 63, Series 65
Dublin, OH
Parallel Equity Advisors Ltd.
Aaron Gardner is a financial advisor at Parallel Equity Advisors Ltd. in Dublin, Ohio, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Equity Advisors Ltd., Fortune Financial Services, Inc., and Symphony Partners since 2009. Outside of his advisory role, he is also an insurance agent affiliated with Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services primarily on a consultative, non-discretionary basis to individuals, pension plans, trusts, estates, and charitable organizations. The firm offers retirement-plan consulting, development of investment policy statements, participant education, and comprehensive financial planning.
Bianka F
Series 63, Series 65
Dublin, OH
Parallel Equity Advisors Ltd.
Bianka Fisher is a financial advisor at Parallel Equity Advisors Ltd. with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Parallel Equity Advisors, she worked at Fortune Financial Services, Inc. and Symphony Partners, where she held roles as a registered representative and insurance agent, respectively. Her earlier career includes five years at Eyes on Main and eight years at Austin Grant's Salon & Spa. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives while clients retain final authority over investment decisions.