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.

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.

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.

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.

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.

Maria Travieso is a financial advisor at Veltra Capital in Seattle, WA, with eight years of industry experience. She holds a Series 65 designation and has worked at Veltra Capital since 2018, following roles at Blue Chip Finance LLC, Blue Chip Capital, and Banesco Banco Universal. Veltra Capital is an independent registered investment adviser that provides discretionary and non-discretionary portfolio management to high-net-worth individuals, corporate, and institutional clients. The firm combines fundamental and technical analysis with macroeconomic research to invest across diverse markets, including emerging markets and foreign currencies, and serves a mix of U.S. and non-U.S. clients with various fee structures.

Rui Ma is the sole advisor at RMA Capital Management, LLC in Seattle, WA, holding the CFA® designation with four years of industry experience. Prior to founding RMA Capital Management in 2024, Rui Ma established Invest Rethink, LLC, an AI software development company focused on investment research, where he serves as a partner. He is also the head of Data, West Coast, at RIMES Technologies, a data management firm. RMA Capital Management provides discretionary portfolio management services primarily to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a value-investing approach with concentrated portfolios and may use options, short sales, leverage, and derivatives within separately managed accounts, offering a performance-based fee option for qualified clients.

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.

Scott Poepping is the sole advisor at Meridan Capital, LLC, an independent firm based in Seattle, WA. He holds a Series 65 designation and has 19 years of industry experience. Poepping has been with Meridan Capital in various capacities since 1999. Meridan Capital, LLC serves individual and high-net-worth investors as well as pooled investment vehicles. The firm offers portfolio management, financial consulting, and acts as general partner and investment adviser to a private investment fund that uses a proprietary quantitative model to capture short-term directional movements in U.S. equity indexes.

Krisanne Heinze is a financial advisor at AyurAsset LLC with a Series 65 designation and no prior industry experience. Her background includes roles at Ayur Impact LLC and the Association for Spiritual Integrity, as well as long-term involvement with Ace Concrete Finishing, Inc. She has been self-employed for over two decades. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a focused discretionary investment management strategy. The firm specializes in a single, concentrated portfolio approach targeting undervalued, capital-efficient small- and micro-capitalization companies with long holding periods.

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.

Bruce Rinne is a financial advisor with Kunath Karren Rinne & Atkin LLC in Seattle, WA, holding 42 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1983. Kunath Karren Rinne & Atkin LLC provides discretionary investment management to individuals, families, institutions, and offers family office services for very large clients. The firm focuses on building diversified portfolios using a combination of individual securities, ETFs, mutual funds, and third-party managers, with strategies tailored to both equity and fixed income markets.

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.