Heatherlyn Hyde is a Series 66-registered advisor with Parallel Advisors, LLC in Charleston, SC, with 19 years of industry experience. She has worked at Parallel Advisors since 2016 and also manages Hyde Management, LLC. Parallel Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and strategies such as options transactions, while integrating technology platforms for tax-efficient rebalancing and held-away account management.

Brenden King is a CFP® professional at Parallel Advisors, LLC with nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc, Beaumont Financial Partners, Valeo Financial Advisors, and Fidelity Investments. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms to support tax-efficient rebalancing and held-away account management.

Matthew Kennedy is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding Series 63, Series 65, and Series 66 designations and having 12 years of industry experience. He has been with Parallel Advisors since 2014. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across asset classes and incorporates technology platforms for portfolio management and tax-efficient rebalancing, alongside offering fiduciary services through an affiliated trust company.

Donald Cuppy is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He worked at Autus Asset Management, LLC for 16 years before joining Parallel Advisors in 2022. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to support tax-efficient rebalancing and held-away account management.

Shannon Stone is a CFP® with 18 years of experience in the financial services industry. She is currently with Parallel Advisors, LLC and has previously worked at Griffin Black, Inc., DHR Investment Counsel Ltd, Ameriprise, Citigroup Global Markets, and Alamo Capital. Parallel Advisors serves individuals—including high-net-worth clients—as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a diverse investment approach that includes fundamental, technical, and cyclical analysis across various asset classes.

Frederick Molfino Jr. is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Sanctuary Securities, LLC and Three Bridge Wealth Advisors, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment management approach includes allocations across fixed income, mutual funds, ETFs, and independent managers, employing fundamental, technical, and cyclical analysis, along with strategies such as covered-call options.

Ashley Stephenson is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Parallel Advisors, LLC since 2023 and previously spent two years at Ellevest and seven years at Tolleson Wealth Management. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across multiple asset classes and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Stephen Weatherby is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Parallel Advisors, LLC since 2023. His prior roles include positions at Autus Asset Management, LLC and Integrated Financial Planning. Parallel Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and offers technology-enabled solutions for tax-efficient rebalancing and held-away account management.

Evan Jones is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Scharf Investments and BNY Mellon. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

William Barrett is a financial advisor at Parallel Advisors, LLC with credentials including Series 63 and Series 65 licenses. He has prior experience at BMO Family Office and BNY Mellon, spanning over a decade in the industry. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach utilizing fixed income, mutual funds, ETFs, independent managers, and options strategies, complemented by technology platforms for tax-efficient portfolio management and integration of held-away accounts.

Lia Seara is a CFP® professional with 15 years of experience in financial advising. She currently works at Parallel Advisors, LLC and previously held roles at Osborne Partners Capital Management and Merrill. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach including fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms to manage tax-efficient rebalancing and held-away accounts.

Caroline Burns is a financial advisor at Parallel Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior work includes roles at Net-Results Marketing Automation and Colorado College. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Kameron Smith is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has worked at Lifeplan Financial Group, Inc., McKinley Carter Wealth Services, and Parallel Advisors, LLC before joining Wealthcare Advisory Partners LLC dba Total Wealth Alignment. Parallel Advisors, LLC serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, employing technology platforms to support tax-efficient rebalancing and held-away account management.

Kenneth Millman is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at BMO Family Office for three years and BNY Wealth Management for eleven years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses fundamental, technical, and cyclical analysis across various investment types and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Steve Kuriyama is a CFP® and ChFC® with 27 years of industry experience. He has worked at Parallel Advisors, LLC since 2016 and previously operated Kuriyama & Co. LLC for 18 years. He is based in Honolulu, HI. Parallel Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

James Glasheen III is a CFP® professional with 15 years of industry experience, currently with Parallel Advisors, LLC since 2024. His prior experience includes roles at Colorado Wealth Group, Changepath, LLC, and Fidelity Investments. Outside of his advisory work, he is an independent insurance agent specializing in life and disability insurance. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Robert Roesener is a CFP® with 10 years of industry experience, currently with Parallel Advisors, LLC since 2022. His prior roles include positions at Ameriprise Financial Services, Inc. and Wells Fargo Advisors. He is also registered as an independent insurance agent, a non-investment-related activity. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Matthew Mcguire is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Parallel Advisors, LLC since 2019 and previously spent 13 years with Heritage Trust Company and Argent Institutional Services, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies using fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Kipp Goll is a CFA® charterholder with 21 years of industry experience. He has been with Parallel Advisors, LLC since 2022 and previously worked at Autus Asset Management, LLC for 18 years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Kevin Williamson is a financial advisor at Parallel Advisors, LLC with 30 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Wells Fargo Investments, LLC. He holds the Series 63 and Series 65 licenses. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that incorporates fundamental, technical, and cyclical analysis across various asset classes, and integrates technology platforms for tax-efficient portfolio management.