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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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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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, OH, with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has been associated with Parallel Equity Advisors Ltd. since 2010. Gardner also maintains roles as a registered representative at Fortune Financial Services, Inc. and as an insurance agent with Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, and charitable organizations. The firm delivers primarily non-discretionary investment management and serves as a limited-scope ERISA 3(21) fiduciary, focusing on client consultation, documented investment policies, and periodic account reviews.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Bianka F

Series 63, Series 65

Dublin, OH

Parallel Equity Advisors Ltd.

Bianka Fisher is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Parallel Equity Advisors, she held roles with Fortune Financial Services, Inc. and Symphony Partners, where she is also a registered representative and insurance agent. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm delivers investment management primarily on a non-discretionary basis, incorporating fundamental and technical analysis to align recommendations with each client’s objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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