Stacey Treanor is a CFP® and ChFC® with 18 years of experience in financial advising. She currently works at Synergy Financial Group and previously held roles at Ameriprise Financial Services and Baird. Synergy Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis alongside proprietary asset-allocation models, offering portfolios that may include ETFs, mutual funds, derivatives, institutional real estate, private equity, and other illiquid investments.

Shannon Irwin is a financial advisor at Synergy FG with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Synergy FG since 2021, following a prior role at Ameriprise Financial Services from 2017 to 2020. Outside of his advisory work, Irwin serves in fiduciary capacities such as trustee or executor. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a combination of technical and fundamental analysis along with model-based asset allocation across income, growth, and growth & income strategies tailored to client goals and risk tolerances.

Palash Islam is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Synergy Financial Group since 2020. Prior to that, he worked for 14 years at Kms Financial Services, Inc. In addition to his advisory role, he is involved in insurance sales, offering a range of insurance products as an agent and contractor. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental and technical analysis with proprietary asset-allocation models and employs a variety of investment strategies, including the use of ETFs, mutual funds, derivatives, institutional-grade real estate, and private equity.