Michael Thompson is the sole advisor at Thompson Financial LLC in Kenmore, WA, holding a Series 66 designation with 20 years of industry experience. He founded Thompson Financial in 2014 and is also a licensed insurance producer in Washington State since 2011. Thompson Financial offers financial planning and discretionary portfolio management to individual investors and sponsors of employer-sponsored retirement plans. The firm manages approximately $74 million across about 225 client relationships, using a tailored planning process with primarily no-load mutual funds and exchange-traded funds, and provides both ERISA fiduciary and non-fiduciary consulting services.

You've worked hard to build a successful career and create financial opportunities for yourself and your family. You enjoy managing your investments and making your own decisions. But as your financial life becomes more complex, having someone you trust to offer perspective, challenge assumptions, and help you see the bigger picture can make a meaningful difference. That's where Synergos Advisory comes in. I'm an independent, advice-only financial planner who specializes in helping self-directed technology professionals navigate financial complexity while remaining in control of their investments. For almost two decades, I've helped entrepreneurs, executives, technologists, researchers, and other professionals make important financial decisions. My background in finance, combined with a lifelong interest in people, technology, and strategy, shapes how I approach my work. I enjoy solving complicated financial problems, but what I find most rewarding is helping people move forward with greater clarity and confidence. After all, financial planning isn't just about numbers. It's about the opportunities those numbers create, the people who matter to you, and the life you want to lead. What We Can Work On Together - Comprehensive Financial and Retirement Planning - Investment Portfolio Analysis and Strategies - Tax-Efficient Investing and Roth Conversions - Equity Compensation (RSUs, ISOs, NSOs, ESPPs) - Cash Flow and Education Planning - Risk Management and Estate Planning Strategies How We Work Together We begin by understanding your financial situation, priorities, and aspirations. Together, we explore alternatives, evaluate risks, and develop practical strategies tailored to your circumstances. You'll have access to collaborative financial planning tools, ongoing guidance, and independent recommendations without having to surrender control of your investments. Our fees are transparent and based on a flat monthly installments, not a percentage of your investments. Your money. Your decisions. A trusted partner to help you make the most of both.

Hans Berkenhoff is a CFA charterholder with 35 years of industry experience. He serves as the sole advisor at Parkside Family Office LLC, an independent firm he joined in 2025 after a 34-year career at Harbour Investment Management. Parkside Family Office LLC is a fee-only registered investment adviser providing discretionary investment management and personalized planning primarily for high-net-worth individuals, trusts, and retirement plans, with select service to non-profits and small businesses. The firm employs a blend of Modern Portfolio Theory, asset allocation, and various analytical methods to manage concentrated, long-term portfolios on a discretionary basis.

Dana Twight is a CFP® professional with 17 years of experience in financial education and planning. She is the principal of Twight Financial Education, LLC, an independent firm located in Edmonds, WA. Prior to founding her firm in 2011, she held positions at Citigroup Global Markets and UBS Financial Services. In addition to her advisory work, she serves as a personal financial counselor for military service members through Zeiders Enterprises, providing counseling on budgeting, credit management, and retirement planning. Twight Financial Education offers financial education, written plans, and consulting services to individuals, families, businesses, and nonprofits. The firm focuses on education and planning, using seminars, workshops, and one-on-one engagements, and does not provide discretionary asset management or custody of assets.

Anamaria Lloyd is the principal of A.T. Lloyd's, Inc. in Seattle, WA, holding the ChFC® and Series 63 designations with 21 years of industry experience. She has been associated with A.T. Lloyd's, Inc. since 1986 and has worked with Principal Life Insurance Company since 1982, where she serves as an insurance agent offering fixed life insurance and annuity contracts. A.T. Lloyd's, Inc. offers discretionary portfolio management primarily to individual investors, trusts, and retirement plans, managing approximately $126.8 million in client assets. The firm employs a long-term, buy-and-hold investment strategy tailored to client goals and risk tolerance, and relies on Fidelity Investments for custody and reporting services.

Melinda Satterlee is a CFP®-certified financial advisor with six years of industry experience. She is the sole advisor at Marathon Wealth Management, LLC, an independent firm based in Medina, WA. Prior to her financial advisory career, she worked as a domestic engineer for 19 years. Marathon Wealth Management serves individuals, high-net-worth clients, trusts, and estates with tailored investment management and financial planning services. The firm employs a primarily strategic passive investment approach with an emphasis on risk management and diversification, and it includes alternative asset classes such as fund-of-fund hedge allocations and cryptocurrency exposure.

Steven Toepel is the principal of Toepel Investment Counsel, Inc., an independent advisory firm he founded in 1995. He holds a Series 65 designation and has 31 years of industry experience. Prior to establishing his firm, his background includes broker-dealer and principal-level registrations. Toepel Investment Counsel, Inc. provides portfolio advisory and management services to individuals, trusts, qualified retirement plans, pension and profit-sharing plans, and corporations. The firm offers discretionary and nondiscretionary account management, focusing on after-tax, after-inflation returns across broad asset classes, and uses both active management and market index funds or ETFs where appropriate.

Marilyn Miller is a financial advisor with Federal Benefits Advisors in Poulsbo, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior work includes roles at OnPointe Advisory and Financial Services, Aspen Financial Management, Sterling Financial Services, and OSAIC. She also teaches seminars and prepares individual benefit analysis reports for federal employees and the general public. Federal Benefits Advisors serves primarily federal and state employees, providing financial planning, education on government benefits, and advice related to sub-advisor mutual funds in variable annuities. The firm offers tailored, non-discretionary advice, conducts periodic account reviews, and refers clients to independent third-party money managers for investment management.

Charles Johnson is a CFA® charterholder and Series 65 licensee with four years of industry experience. He is the sole advisor at Differential Planning LLC, where he has worked since 2021. Prior to that, he spent seven years at Great West Investments. Differential Planning LLC is a state-registered, single-advisor firm offering hourly financial planning and investment services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, primarily using Vanguard mutual funds and ETFs, and links investment management access to an ongoing planning relationship rather than asset-based fees.

Rongke Lin is the sole advisor at Jar Advisor, an independent firm based in Seattle, WA. He holds Series 63 and Series 65 credentials and has six years of industry experience. His prior roles include positions at InVisionApp and Spider.AI. Jar Advisor primarily serves individual and high-net-worth clients with discretionary portfolio management and investment consulting focused on goal-based outcomes. The firm employs a systematic, proprietary approach using a universe of ETFs and mutual funds, managing portfolios along glidepaths with algorithmic monitoring and periodic reviews.

Ivan Jevremovic is a financial advisor at Illumine Investment Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Illumine Investment Management since 2016, with a break during 2016 to 2021 when he was at CS Planning Corp. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management along with integrated financial planning. The firm uses a quantitatively driven investment approach based on proprietary multi-factor models and a disciplined asset-allocation framework tailored to client objectives and risk tolerances.

Rizwan Rizwi is a financial advisor at SAR Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Morgan Stanley, Citigroup Global Markets, Ameriprise, and Waddell & Reed prior to founding SAR Wealth Management in 2010. Outside of his advisory role, he owns and manages non-investment businesses involved in business consulting and rug importation. SAR Wealth Management serves individual and high-net-worth clients, trusts, foundations, and other entities, providing discretionary investment management and financial planning. The firm works with international clients, including Royal Families and sovereign wealth funds, and specializes in Sharia-compliant and socially responsible investment strategies.

Scott Minnig is a financial advisor at Capital Investment Services, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Capital Investment Services since 2002 and at Vine Dahlen PLLC since 1999. Capital Investment Services, LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach emphasizing passive index and ETF core holdings alongside selective active funds, delivering advice primarily on a non-discretionary basis.

Eric Turloff is a CFA® charterholder with 25 years of industry experience. He is the principal of Turloff Financial Consulting, where he has worked since 1998. In addition to his advisory role, he is involved in tax preparation services. He is a part of Eagle Harbor Asset Management, Inc., a firm that provides discretionary portfolio management to individuals, high net worth clients, and trusts. The firm focuses on tailored asset allocation and primarily uses individual stocks and bonds, combining fundamental and technical analysis in its investment approach.

Michael Sander is a financial advisor at Sander Capital Advisors, Inc. with 18 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank. Sander Capital Advisors manages tailored equity portfolios for high-net-worth individuals, trusts, estates, and charitable organizations, focusing on large-capitalization stocks and money market funds. The firm employs a combination of top-down economic analysis and bottom-up fundamental research, maintaining relatively concentrated portfolios managed on a discretionary basis.

Christopher Teofilak is a CFP® professional with 16 years of industry experience. He has worked at Clear Wealth Management, LLC since 2017, following roles at Index Fund Wealth Management, LLC and Northwest Asset Management. He holds Series 63 and Series 66 licenses. Clear Wealth Management provides discretionary investment management and retirement plan consulting to individuals, high-net-worth clients, and small businesses. The firm utilizes a globally diversified, tax-efficient investment approach combining active management and modern portfolio theory, with ongoing portfolio oversight and educational seminars.

Erik Schei is a CFA® charterholder with 19 years of industry experience. He is a financial advisor at Gates Pass Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Aria Wealth Management, Sowell Management Services, Omniscient Holdings, and Concert Wealth Management. Outside of his advisory work, he owns a consulting business, SVGRP, LLC, based in Bainbridge Island, Washington. Gates Pass Advisors provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm emphasizes asset allocation, diversification, and tax-aware portfolio construction, often implementing client portfolios through third-party independent managers and pooled investment vehicles accessed via a turn-key asset management platform.

William Culbertson III is a Series 65 licensed financial advisor with 20 years of industry experience. He is currently with MindState Capital LLC, where he has worked since 2022. Prior to that, he spent 15 years at Bastiât Capital, LLC. MindState Capital is a boutique registered investment adviser managing approximately $70 million for about 16 clients, primarily high-net-worth individuals, trusts, and legal entities. The firm provides discretionary portfolio management using a combination of fundamental research, quantitative optimization, and derivatives strategies, with advisor-led oversight and quarterly reviews.

Cathie Arthurs is a financial advisor at Wayfinding Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors, Edelman Financial Engines, and Conover Capital Management. Arthurs has been with Wayfinding Financial since 2021. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a planning-driven consultative process combined with disciplined asset allocation and a range of investment options.

Kristina Draper is a financial advisor at Northern Lights Advisors, Inc. in Seattle, WA, holding Series 65 and Series 63 licenses with six years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Voya Financial Advisors, Inc., and Morrison Hershfield Corporation. Northern Lights Advisors serves individual clients, including high-net-worth households, and institutional clients such as employee benefit plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses client-specific data to set investment objectives and employs both traditional and automated web-based advisory programs that utilize proprietary model portfolios.