Mark Kruse is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Brackenwood Capital Management, LLC since 2005. He holds Series 63 and Series 65 licenses and operates from Bainbridge Island, WA. In addition to his advisory role, he is a licensed insurance producer in Washington State, offering life and disability insurance. Brackenwood Capital Management, LLC is a small, supported firm with two advisors.

Igor Vuletic is a financial advisor at Matchpoint Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Matchpoint since 2008, following five years at UBS Financial Services. Matchpoint Capital Management provides investment management and portfolio customization for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a top-down asset allocation approach combined with fundamental and technical analysis, offering a range of strategies including growth, growth/income, and income styles.

Jeremy Despain is a financial advisor with Advent Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at Key Investment Services and Kms Financial Services, Inc., and has been involved with Bible Baptist Church for over ten years. Advent Capital Strategies provides discretionary investment management and retirement-plan consulting to individuals, families, trusts, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s approach focuses on passive, asset-class-based portfolios primarily composed of index mutual funds and ETFs, tailoring asset allocations to client objectives, time horizons, and risk tolerances.

Kirk Clothier is a financial advisor at CSW Partners, LLC in Seattle, WA, with 24 years of industry experience. He holds a Series 65 designation and has been with CSW Partners since 2013. In addition to his advisory work, Clothier is an owner and CPA at Clothier & Willsey, LLC, an accounting firm where he dedicates the majority of his time. CSW Partners serves individuals, trusts, pension plans, and retirement plan trustees by recommending third-party portfolio managers and facilitating client relationships with those managers. The firm customizes its recommendations based on clients’ goals and monitors manager performance without directly managing client assets or charging traditional advisory fees.

Jamie Clark is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Ruby Pebble Financial Planning LLC. Prior to founding Ruby Pebble in 2022, Jamie worked at 603 Financial, Inc. from 2020 to 2022 and has held roles at Northwestern University and the University of Washington. Jamie holds a Master of Science in Personal Financial Planning and a certificate in Financial Therapy. Ruby Pebble Financial Planning LLC provides financial planning and discretionary investment management for individuals and high-net-worth clients, along with retirement plan consulting and participant education for plan sponsors. The firm integrates Modern Portfolio Theory into its investment approach and combines one-on-one planning with retirement plan services, utilizing custodians such as Altruist and Schwab.

Ward Williams is a financial advisor at Better Tomorrow Financial in Seattle, WA, with four years of industry experience. He holds the Series 65 designation and has prior work experience at Amazon, Uber, Facebook, and Nuwest Group LLC, where he also serves as a Senior Business Analyst. Better Tomorrow Financial primarily serves individual clients who are not high-net-worth, as well as small trusts, nonprofits, and employer groups. The firm offers fiduciary, fee-only financial planning and portfolio management with a focus on passive, low-fee index-fund strategies, emphasizing tax and fee minimization and providing extensive client engagement through a structured planning process.

Kevin Reed is a financial advisor at Diogenes Financial LLC in Seattle, WA, holding a Series 65 credential with three years of industry experience. Prior to his current role, he worked at RCUH from 2015 to 2017 and had a period of unemployment from 2018 to 2021. Diogenes Financial LLC serves individuals, individual retirement accounts, small businesses, and employer-sponsored retirement plans, providing discretionary portfolio management, hourly financial consultations, and federal income tax preparation. The firm constructs personalized portfolios based on client timelines, risk tolerance, and social-investing preferences, utilizing fundamental, cyclical, and technical analysis, and may employ derivative strategies when suitable.

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.

Brian Skaggs is a CFP® professional with 23 years of industry experience. He founded and has operated Skaggs Financial Planning, LLC since 2002 in Burien, WA. Skaggs Financial Planning, LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, including hourly and pro bono advisory work. The firm follows a market-efficient investment approach based on Modern Portfolio Theory, emphasizing asset allocation and typically using no-load, institutional mutual funds and ETFs.

Lisa Eaton is a financial advisor at Firm Footing Financial Planning in Seattle, WA, holding a Series 65 designation with one year of industry experience. She has prior experience at CPA Dream Team and Leece FP LLC and worked for over a decade at Cascade Dizziness Physical Therapy. In addition to her advisory role, Lisa provides tax preparation services through CPA Dream Team. Firm Footing Financial Planning offers fee-only financial planning and education to individuals, couples, families, and employers, focusing on limited-scope engagements addressing retirement, estate and tax coordination, cash flow, debt management, and business planning. The firm emphasizes an asset-allocation approach based on Modern Portfolio Theory and typically recommends passive, low-turnover investment vehicles, with clients responsible for implementation and custody.

Roger Werner is the sole advisor at Werner & Co. RIA, PLLC in Seattle, WA, holding a Series 63 designation and bringing 36 years of industry experience. He has worked at Werner & Co. RIA, PLLC since 1990. Werner & Co. RIA, PLLC is a state-registered investment adviser providing portfolio management and financial planning services to individuals, businesses, non-profits, and retirement plans. The firm operates on a non-discretionary model, focusing on fundamental analysis and recommending no-load funds while avoiding margin or leveraged products.

My clients are primarily Gen X and Gen Y working professionals and pre-retirees. Many work in tech as well as in other industries. Many also work in the public sector and not-for-profit sector . My clients seek working with a Fee-Only CFP® who provides financial planning and investment expertise, affording them the ability to steward their financial resources towards their goals. They value the peace of mind that comes from working with a Fee-Only Financial Planner and, as a result, feel empowered to see through on their goals and dreams.

Terry Bradford-Crane is a CERTIFIED FINANCIAL PLANNER® practitioner with over 25+ years of financial services industry experience as a financial advisor and registered representative, financial literacy advocate, guest speaker, educator, and adjunct faculty member for MBA and CFP® education and certification programs. Terry helps clients create pathways to financial and professional wellness by aligning values, financial and non-financial resources, and a clear vision for a fulfilled quality of life. Terry is also the managing partner and financial officer of Allied Approach Group, LLC, an aviation test and evaluation consulting firm. She volunteers for the Foundation for Financial Planning and multiple business leadership and mentoring programs. Terry is a member of the XY Planning Network and the Financial Planning Association of Puget Sound. Terry holds a Bachelor of Science in Political Science from the United States Naval Academy, a Master of Business Administration from California Lutheran University, and is a Taekwondo Master, 4th Dan.

Thomas Castillo II is the sole advisor at Angeles Partners LLC in Seattle, WA. He holds a Series 65 designation and has 14 years of industry experience. He has led Angeles Partners since its founding in 2011. Angeles Partners LLC provides discretionary investment management for individual clients, including retirement accounts, using separately managed accounts. The firm employs long and short positions in U.S. equities, actively trades equity options and derivatives, and incorporates margin and futures strategies within its portfolios.

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.

Michelle Fait is a CFP® and holds a Series 63 license with 25 years of experience in the financial industry. She has served as the sole advisor at Satori Financial LLC since 2001. Satori Financial LLC is a fee-only, state-registered investment adviser based in Seattle that primarily serves working professionals and single individuals. The firm offers financial life planning, portfolio management, and consulting related to marriage and divorce, focusing on strategic asset allocation, passive investment implementation, and tax-aware planning tailored to client values and life goals.

Roy Hsu is a financial advisor with Evoke Financial Services, LLC in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to founding Evoke, he worked six years at Edward Jones. Outside of his advisory role, he is involved in film and media production as a producer, writer, and actor through several related companies he owns. Evoke Financial Services is an independent registered investment adviser serving individuals, high-net-worth clients, and some institutional clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, focusing on tailored portfolios built through fundamental analysis, strategic asset allocation, and ongoing monitoring.

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.

Jeremiah Job is a CFP® and ChFC® with 15 years of industry experience, currently serving as the sole advisor at Columbia Strategic Wealth Advisors, LLC since 2020. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He also works as a strategy consultant at Kaiser Permanente of Washington Health Plan, focusing on analytics and capital budget reporting. Columbia Strategic Wealth Advisors is an independent firm providing financial planning and investment management to individual clients, emphasizing a non-discretionary, personalized approach that incorporates various analysis methods and a range of planning engagement options.

John Carmody is the principal advisor at John N. Carmody D.D.S. CFP, Inc., an independent advisory firm in Seattle, WA. He holds the CFP® designation and Series 65 license and has 30 years of industry experience. Carmody has led his own firm since 1996. His firm is a fee-only independent practice serving individuals and pension and profit-sharing plans with comprehensive financial planning and ongoing asset management. The investment approach uses a core-and-satellite framework primarily with passively managed index funds and ETFs, focusing on strategic asset allocation and global diversification.