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Benjamin S

Series 65

Miamisburg, OH

Parallel Advisors, LLC

Benjamin Shroyer is a Series 65 credentialed advisor at Parallel Advisors, LLC with experience beginning in 2024. Prior to his current role, he worked for seven years at Dayton Christian School and six years at Dickinson State University. 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 various investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Amy B

CFP®, CFA®

Dayton, OH

Parallel Advisors, LLC

Amy Barker is a CFP® and CFA® with 14 years of industry experience. She has been with Parallel Advisors, LLC since 2015. 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 including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Robert H

CFP®, CFA®, Series 63, Series 65

Dayton, OH

Parallel Advisors, LLC

Robert Henrich is a CFP® and CFA® with 29 years of industry experience. He has been with Parallel Advisors, LLC since 2018 and previously worked at Fifth Third Securities for five 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 a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms and affiliated fiduciary services.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Kameron S

CFP®, Series 65

Dayton, OH

Parallel Advisors, LLC

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.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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