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.

Wen Liang Huang is a CFP® and ChFC® with 15 years of industry experience. He has led Zion Financial Planning, LLC since 2017 and previously held roles at Minnesota Life Insurance Co. and Securian Financial Services, Inc. He is also an enrolled agent who provides tax planning and filing services during tax season. Zion Financial Planning, LLC serves individuals, business owners, professionals, and executives, offering discretionary portfolio management and comprehensive financial planning across various areas including retirement, college, tax, insurance, and estate planning. The firm uses fundamental, technical, and cyclical analysis for portfolio construction and provides structured, periodic reviews along with both one-time and ongoing planning engagements.

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.

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.

Emanual Kahsai is the sole advisor at Aksum Wealth, LLC in Lynnwood, WA. He holds a Series 65 designation and has four years of experience as a financial advisor. In addition to his advisory role, Mr. Kahsai is employed full-time as a pharmacist, a position he has held for over ten years. Aksum Wealth provides hourly financial planning services for individuals and high-net-worth clients, focusing on retirement, estate, education, and cash-flow planning. The firm emphasizes passive, broadly diversified investment strategies and does not manage portfolios on a discretionary basis, with client implementation arranged through outside managers when requested.

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.

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.

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® 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.

Frank Gallo is the sole advisor at Gallo Lupo LLC in Kirkland, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He worked at UBS Financial Services for 25 years before retiring in 2020 and subsequently founding Gallo Lupo LLC in 2022. Gallo Lupo LLC provides retirement-focused financial planning and retirement plan sponsor services, serving individuals, families, and plan fiduciaries. The firm emphasizes retirement readiness, Social Security and Medicare guidance, and participant education through group sessions, operating on a fee-only, hourly basis without managing client assets.

Wei Cao is a CFP® professional with six years of experience in financial advising. He is the sole advisor at JWC Advisors in Bellevue, WA, and has prior work experience at Amazon.com Services, Inc. and Chewy. Outside of advising, he holds insurance and real estate licenses and is involved in related sales activities. JWC Advisors serves individual and high-net-worth clients, including small business owners, by providing financial planning, investment consultation, and portfolio management. The firm uses a Core + Satellite investment approach combining passive and active strategies, and offers educational seminars on financial topics.

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.

Are you part of Generation X and feeling overwhelmed by the pressures of saving for retirement while balancing family responsibilities and career demands? Unleashed Financial LLC specializes in providing tailored financial solutions for Gen Xers like you to help ease those burdens. We understand the unique challenges you face, and we're here to help you navigate them: • Caring for aging parents? We factor that into your financial plan. • Supporting children? We'll help you balance their needs with your retirement goals. • Preparing for longer life expectancies and rising healthcare costs? We'll help you plan for these increasing expenses to ensure a comfortable retirement. That's why we offer a comprehensive suite of services designed to address these challenges head-on and benefit you directly: • Retirement Planning: Get a personalized roadmap that confidently guides you toward your financial goals. • Investment Management: Benefit from tailored strategies to grow and protect your assets, ensuring alignment with your financial goals. • Wealth Management: Experience complete financial well-being through our holistic solutions that integrate investment, financial planning, and risk management. As a fiduciary advisor, Unleashed Financial LLC is ethically bound to put your interests first. We operate with a transparent fee structure and no hidden costs, so you can trust that our advice is always in your best interest. Schedule a complimentary 30-minute consultation to discuss your needs and how we can help you secure your financial future. Let's work together to navigate the complexities of retirement planning and build a solid financial foundation for a comfortable and secure retirement.

Steven Mc Connell is a financial advisor at Rain Dog Financial in Bellevue, WA, holding the CFP®, ChFC®, and Series 65 designations with one year of industry experience. He is also the founder and chairman of Construx Software Builders, Inc., a software development and consulting firm, and has authored books, although he is no longer actively writing. Rain Dog Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a strategic investment approach that incorporates multiple analytical methods and detailed Monte Carlo modeling to tailor portfolios and retirement forecasts for a small client base.