Parallel Advisors, LLC

Elaina Serotte is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2018. Prior to this, she worked at Golub Group from 2014 to 2018. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment process using model portfolios composed of mutual funds, ETFs, fixed income, and options strategies, with ongoing rebalancing and monitoring.

Jason Beccaris is a financial advisor at Parallel Advisors, LLC in San Francisco, holding a Series 65 designation with 18 years of industry experience. He has been with Parallel Advisors since 2009. Parallel Advisors serves individuals, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment process using model portfolios and various asset classes, including mutual funds, ETFs, fixed income, and options strategies, while also recommending third-party independent managers and private investment funds.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Fidelity Investments, Ward's Berry Farm, and State Street Corporation. Parallel Advisors serves individuals, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, utilizing model portfolios with mutual funds, ETFs, fixed income, and selective options strategies.

Stephanie Cooper is a CFP® with 10 years of experience in the financial advisory industry. She has been with Parallel Advisors, LLC since 2013. Parallel Advisors serves individuals, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment process using mutual funds, ETFs, fixed income, and options strategies, and provides aggregation and reporting for assets held outside its trading authority.

Frederick Linkner is a CFA® charterholder with seven years of industry experience. He has been with Parallel Advisors, LLC since 2018 and previously worked at Rosenblum Siverman Sutton SF Inc. for sixteen years. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors, offering discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios through mutual funds, ETFs, fixed income, and options strategies, with ongoing discretionary rebalancing and monitoring.

Ramon Polin is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parallel Advisors since 2016, following a 13-year tenure at Sensiba San Filippo Financial Advisers LLC. Parallel Advisors serves individuals, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, implementing client objectives through diversified model portfolios and ongoing discretionary rebalancing.

Jacob Schutt is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 66 designation and 23 years of industry experience. He has been with Parallel Advisors since 2007. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors, offering discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis, utilizing model portfolios with mutual funds, ETFs, fixed income, and occasional options strategies, while also providing aggregation and reporting for assets outside its trading authority.

Benjamin Shroyer is a financial advisor at Parallel Advisors, LLC with a Series 65 designation. He joined the firm in 2024 and has prior experience working at Dayton Christian School and Dickinson State University. Parallel Advisors serves individual, corporate, charitable, and retirement plan clients with discretionary portfolio management, financial planning, and limited tax preparation services. The firm uses a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, implementing client objectives through diversified model portfolios and ongoing rebalancing.

Mary Meyer is a financial advisor with Parallel Advisors, LLC in Honolulu, HI, holding a Series 65 designation and 27 years of industry experience. She has worked at Parallel Advisors since 2016 and has been with Kuriyama & Co. LLC since 1998. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-disciplinary investment process utilizing fundamental, technical, and cyclical analysis, and implements client objectives through model portfolios with ongoing discretionary rebalancing and monitoring.

Joshua Hall is a Certified Financial Planner® with eight years of experience in the financial services industry. He is currently with Parallel Advisors, LLC and previously worked at Clarus Wealth Group, Sentinel Trust Company, and Wells Fargo Advisors. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment approach using model portfolios, mutual funds, ETFs, fixed income, and selective options strategies, with ongoing discretionary rebalancing and monitoring.

Seth Scholar is a financial advisor at Parallel Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at U.S. Bank Private Wealth Management and Fifth Third Wealth Advisors LLC. Parallel Advisors serves individuals, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, implementing client objectives through diversified model portfolios and ongoing discretionary monitoring.

Kyle Caouette is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is currently with Parallel Advisors, LLC, where he has worked since 2022. His prior roles include positions at Simplified Wealth Strategies LLC, Parcion Private Wealth LLC, and UBS Private Wealth Management. He is also registered as an Independent Insurance Agent outside of his investment advisory activities. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, utilizing model portfolios with mutual funds, ETFs, fixed income, and options strategies, while also recommending third-party independent managers and private investment funds.

Jerry Rendic is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Parallel Advisors since 2006. Parallel Advisors serves individual, corporate, charitable, and retirement plan clients through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach using model portfolios with mutual funds, ETFs, fixed income, and options strategies, and provides services including third-party manager recommendations and comprehensive asset aggregation.

Gabriel Sandler is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Wolverine Tax and Financial LLC and Capstone Tax & Financial, Inc. Outside of advisory work, he is an independent insurance agent. Parallel Advisors serves individuals, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment approach using model portfolios and various asset classes, including mutual funds, ETFs, and fixed income, while generally avoiding cryptocurrencies.

Daniel D'orazio is a financial advisor at Parallel Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Parallel Advisors since 2021, following roles at Scharf Investments and KCM Investment Advisors. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors, offering discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment process using model portfolios with mutual funds, ETFs, fixed income, and options strategies, while also recommending private funds and providing broad external-account reporting.