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.

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, with 35 years of industry experience. He has held the Series 63 designation and has led Werner & Co. RIA, PLLC since 2014. 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 basis, utilizing fundamental analysis to recommend various securities while emphasizing low-cost, no-load funds and requiring clients to custody with Altruist Financial LLC.

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, 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.

Christopher Pfau is a financial advisor at Lakemont Wealth with a Series 65 credential and experience dating from 2019 in related financial roles. He is also an accountant and co-owner of Lakemont Financial Group, which provides tax planning and compliance services. Additionally, he works as a Senior Analyst with the Government Accountability Office (GAO). Lakemont Wealth Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning tailored to client goals and risk tolerance. The firm applies modern portfolio theory with diversified asset allocations and uses discretionary authority for portfolio decisions, emphasizing long-term strategies while also incorporating options trading.

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.

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.

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

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 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.

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. He previously worked at Edward Jones for six years and has been involved with several film and media production companies, including Dragonary Ventures LLC and Sparkle Dragon Holdings LLC, where he serves as a producer, writer, and actor. Hsu is also a Certified Exit Planning Advisor and participates in business consulting. Evoke Financial Services provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and institutions. The firm employs a fundamental analysis-based investment approach tailored to each client’s goals, risk tolerance, and time horizon, with ongoing monitoring and rebalancing. Additionally, the firm is notable for organizing private film financing through affiliated production entities.

Shalina Martos is a financial advisor with Martos Wealth Management in Bellevue, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 17 years of industry experience, including roles at Personal Investment Management, Inc. and Avier Wealth Advisors. Martos Wealth Management is a fee-only firm providing financial planning, investment management, and retirement plan consulting for employer plan sponsors, businesses, and individual clients. The firm uses model portfolios from outside managers within an institutional platform, combining passive and active strategies with options for ESG mandates and direct indexing.

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.

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 and sole advisor at A.T. Lloyd's, Inc. based in Seattle, WA. She holds the ChFC® and Series 63 designations and has 20 years of industry experience. In addition to her advisory role, she has worked as an insurance agent specializing in fixed life insurance and annuity contracts since 1982. A.T. Lloyd's, Inc. provides discretionary portfolio management primarily to middle-class individuals, as well as to trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes long-term capital appreciation through a traditional buy-and-hold strategy, tailoring initial portfolio allocations to each client's goals and risk tolerance.