Colin Dresser is a financial advisor at Moss Bay Capital with seven years of industry experience. He holds a Series 65 designation and has worked at Moss Bay Capital since 2018. Prior to that, he was employed at PriceWaterhouseCoopers and currently serves as Sales and Financial Director at Sea Port Products Corporation, a privately owned wholesale seafood import/export company. Moss Bay Capital is an independent registered investment adviser providing discretionary portfolio management to individuals, corporate clients, and accredited investors. The firm employs a long-only, concentrated equity strategy with fundamental and quantitative analysis, managing a compact portfolio with a multi-year horizon and integrated risk management.

Onward Financial Advising LLC is a fee-only, fiduciary financial advising firm dedicated to helping individuals and families build wealth and achieve financial security. Onward believes that financial advising is for everyone and that everyone can benefit from expert financial advice, regardless of how many investable assets they have. With this belief, the mission of Onward Financial Advising is to empower clients to improve their financial futures by creating personalized plans that build wealth. Key Services: • Comprehensive Financial Planning • Ongoing Financial Advice • Investment Management • Retirement Planning • Tax Strategies and Planning • RSU Planning and Employer Retirement Plans To accomplish this mission Onward specializes in creating personalized financial plans that address the unique needs of mid-career professionals, first-generation wealth creators, and families. The founder, Brian Blakeman, brings over 15 years of combined experience in aerospace engineering and financial services to create a unique blend of technical expertise and personal financial advice. Onward Financial Advising understands the complexities of financial decision-making, especially when it comes to managing restricted stock units (RSUs), employer retirement plans, and crafting efficient tax strategies. As a fiduciary, Onward is committed to acting in your best interest, offering clear, transparent advice without conflicts of interest.

Bryan Langley is a financial advisor at Waltium Investment Advisors in Kirkland, WA, holding a Series 65 license with three years of industry experience. He also works as a Partner Group Program Manager for Graphics and AI at Microsoft Corporation, a role unrelated to finance. Waltium Investment Advisors provides comprehensive financial planning and portfolio management for individuals, trusts, estates, and nonprofit organizations, focusing on clients with quantitative backgrounds such as engineers and scientists. The firm employs a goal-based, risk-focused investment approach combining diversified mutual funds and ETFs with techniques from modern portfolio theory, risk-parity, and market-cycle analysis, occasionally using derivatives for hedging.

Robert Bergstrom is the sole advisor at his independent firm in Bothell, WA, holding a Series 63 designation with 38 years of industry experience. He has operated his advisory practice since 1988, following a prior legal career that informs his compliance-focused approach. His firm provides discretionary portfolio management and investment consulting primarily for individual clients and trusts. It emphasizes a long-term global perspective and multi-asset diversification, combining fundamental, technical, and charting analysis to guide investment decisions while generally avoiding market timing.

Thomas Bailey is a financial advisor at Broadview Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Broadview since 2014. Prior to his advisory role, he has worked at Microsoft Corporation since 1996. Broadview Wealth Management serves individuals, high-net-worth clients, families, small businesses, and retirement plans, providing financial planning, non-discretionary portfolio management, and retirement plan advisory services. The firm emphasizes low-cost, tax-efficient portfolios based on modern portfolio theory and fundamental analysis, manages assets in-house, and actively supports institutional retirement plans and small business clients.

Theodore Krammer is a CFP® professional with 19 years of industry experience and the principal advisor at Krammer Financial, an independent firm based in Redmond, WA. He has led Krammer Financial since 2015. Outside of advisory services, he receives compensation for referrals to an unaffiliated consulting company and holds a Washington state insurance license, recommending insurance products when suitable for clients. Krammer Financial provides discretionary investment management and financial planning to individuals, trusts, retirement accounts, and retirement plan sponsors. The firm combines modern portfolio theory with tactical asset allocation, using both active and passive strategies, and frequently integrates third-party managers while exercising discretionary authority over asset allocation and manager appointments.

Deborah Gianelli is a CFP® professional with 29 years of industry experience. She has worked at Whole Family Financial Services, Inc. since 2018 and previously spent 13 years at KMS Financial Services, Inc. She holds Series 63 and Series 65 licenses. Whole Family Financial Services, Inc. is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and small business owners. The firm provides financial planning, investment consultation, and portfolio management, with a focus on non-discretionary accounts and customized asset-allocation models based on Modern Portfolio Theory and a combination of fundamental and technical analysis.

Kassondra Dykema is a financial advisor at Family Retirement LLC in Seattle, WA, with nine years of industry experience. She holds a Series 65 designation and has previously worked at Adams Financial Concepts, LLC, and R and R Retirement Services. Outside of advising, she operated a family restaurant business for four years. Family Retirement LLC serves individuals, high-net-worth clients, trusts, estates, and small business owners, providing investment management, financial planning, consulting, and educational retirement classes. The firm focuses on technical analysis for investment strategy and manages portfolios with mutual funds, ETFs, REITs, ADRs, and publicly traded equities, excluding derivatives and certain other securities.

Eric Linger is a financial advisor at Sherwood Investments with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Madrona Financial & CPAs since 2026, alongside his long tenure at Sherwood Investment Services dating back to 1999. Sherwood Investments is an independent, fee-only fiduciary firm offering personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and security selection using mutual funds, ETFs, and individual bonds, and maintains formal continuity arrangements through external associates and succession agreements.

Alyse Clark is a financial advisor at Northshore Wealth Management with 17 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial Corporation and WSECU Investment Management. Clark also writes books about personal finance which may be published in the future. Northshore Wealth Management is a solo independent advisory firm serving individuals, high-net-worth clients, charities, and business entities. The firm provides ongoing portfolio management with a focus on customized Investment Policy Statements, employing a variety of analytical methods and trading strategies. It features a performance-based fee arrangement and detailed reporting practices uncommon among firms of its size.

Emanual Kahsai is the sole advisor at Aksum Wealth, LLC in Lynnwood, WA, holding a Series 65 designation with four years of industry experience. He has a background as a pharmacist, a role he continues to perform full-time alongside his financial advisory work. Aksum Wealth provides hourly financial planning services to individuals and high-net-worth clients, focusing on topics such as retirement, estate and incapacity planning, education savings, cash-flow and debt management, and investment analysis. The firm emphasizes passive, broadly diversified investment strategies and recommends outside managers without discretionary portfolio management or asset custody.

Fan Teng is the sole principal of US Fund Manager LLC, an independent investment advisory firm. He holds a Series 65 credential and has seven years of industry experience. In addition to his advisory role, Teng works as a mortgage broker loan officer at Xpro Mortgage Inc and is co-owner of Lincoln & Lyndon LLC, where he manages IT, programming, data analysis, tax filings, and real estate brokerage activities. US Fund Manager LLC provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and bond investments through a value-based, long-term approach grounded in intrinsic-value analysis and margin-of-safety principles. The firm maintains concentrated holdings, minimizes turnover, and occasionally uses put options to manage downside risk.

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.

Shilpa Tiwari is a financial advisor at Helix Advisors LLC with a Series 65 credential and one year of industry experience. Her background includes roles in technology and product development at companies such as Microsoft, Shipium, and Cubenexus Inc. She maintains an outside product and technology role alongside her advisory work. Helix Advisors LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on customized, non-discretionary portfolio management and written planning engagements. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, REITs, and alternative investments.

Bradley Van Vechten is a CFP® and ChFC® with 25 years of industry experience. He has been the principal advisor at Private Wealth Management Solutions, LLC since 2013. Van Vechten serves on the board of directors and as Secretary of the East King County Estate Planning Council. Private Wealth Management Solutions is a small, independent firm that provides discretionary portfolio management and financial planning to individuals, families, trusts, and select retirement plans. The firm employs modern portfolio theory and tactical asset allocation across various asset classes and uses third-party managers when appropriate, maintaining oversight to manage overall costs.

Krystal Oien is a financial advisor with Brackenwood Capital Management, LLC, holding a Series 65 credential and four years of industry experience. Her career includes roles at Rogowski Wealth Management and multiple positions associated with Seattle Pacific University. Brackenwood Capital Management is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, small businesses, and trusts. The firm offers discretionary portfolio management and hourly financial planning, using diversified, long-term investment strategies primarily with no-load mutual funds and ETFs.

As a STEM professional, you likely prefer to manage your own finances — but you want to be sure you’re on the right track. When you partner with Synergos, you gain access to ongoing financial planning, expert guidance, and education tailored to help you make informed decisions and align your resources with your aspirations. As for me, I’ve always enjoyed working with people, numbers, and technology — and financial planning allows me to bring all three together. For the past 18 years, I’ve had the privilege of helping entrepreneurs, business owners, executives, technologists, and researchers align their finances with the lives they want to lead. Drawing on a diverse background in finance — and a deep interest in systems and strategy — I specialize in simplifying complexity, creating clarity, and delivering personalized, actionable advice. Whether it’s optimizing portfolios, navigating equity compensation, or building long-term planning frameworks, my goal is always the same: to empower you to make confident, informed decisions that support your version of success. Let’s do that together. ***What We Do*** • Comprehensive Financial Planning • Retirement Savings Strategies • Roth 401(K) and IRA Conversion Strategies • Investment Management Advice / Portfolio Framework • ISO, NSO, RS/RSU Tax Planning • Cash Flow Management • College Education Planning • Risk Management Strategies • Estate Planning Strategies ***How We Work Together*** • Intuitive onboarding process designed to guide you through the planning process at your pace • Advice to optimize your finances and provide you with a roadmap to achieving your aspirations • Access to collaborative planning tools giving you real-time financial snapshots • Flat monthly fees for financial planning and tax planning ***Qualifications*** • CFP® CERTIFIED FINANCIAL PLANNER ™ Practitioner • AAMS® Accredited Asset Management Specialist℠ • APMA® Accredited Portfolio Management Advisor℠ • Series 66 – Uniform Combined State LawEducation • Master of Science, Finance, Golden Gate University • Bachelor of Arts, Economics and International Relations, University of California, Davis

Hans Berkenhoff is a CFA charterholder and Series 63 registered advisor with 34 years of industry experience. He has been with Parkside Family Office LLC since its founding in 2025 and previously worked for Harbour Investment Management from 1991 to 2025. Parkside Family Office LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, retirement plans, non-profits, and small businesses. The firm uses a blend of Modern Portfolio Theory, asset allocation, and various analytical methods to provide discretionary investment management and personalized planning, maintaining a focused client base with a single-advisor structure.

William Mcelroy is a financial advisor with Guardian Plus Inc. in Mill Creek, WA, holding Series 63 and Series 65 credentials and accumulating 46 years of industry experience. He has been with Guardian Plus Inc. since 2005. Outside of advisory work, he serves as secretary and treasurer for Samantha Anne Person Inc., a retail and wholesale business. Guardian Plus Inc. is an independent, fee-only registered investment adviser serving individuals, financial planners, corporations, and non-profit organizations. The firm focuses on asset allocation and active rebalancing using ETFs, bonds, equities, and limited option strategies, managing a range of portfolios including proprietary Plus+ tiers with income and covered-call enhanced strategies.

Dana Twight is a CFP® with 16 years of industry experience and is the principal of Twight Financial Education, LLC. She has worked at Zeiders Enterprises, Inc. since 2014 and provides personal financial counseling to military service members through that role. Additionally, she presents employee-assistance program workshops and webinars for My Secure Advantage. Twight Financial Education, LLC delivers financial education, written plans, and consulting to individuals, families, businesses, and nonprofits, focusing on workplace retirement education and group seminars. The firm emphasizes education and planning without discretionary asset management, serving both individual and institutional clients, including military personnel, through hourly-fee engagements.