Krystal Oien is a financial advisor at Brackenwood Capital Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at Rogowski Wealth Management since 2022. Her prior roles include multiple positions at Seattle Pacific University and other organizations. Brackenwood Capital Management is a small SEC-registered investment adviser managing approximately $126.6 million in discretionary assets for around 86 clients, including individuals, high-net-worth individuals, small businesses, and trusts. The firm offers long-term, asset-class diversified portfolio management using no-load mutual funds and ETFs, along with hourly financial planning and consulting services.

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.

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.

Richard Hopkins is a financial advisor at Financial LifeMaps in Renton, WA, with 20 years of experience at the firm and a Series 65 designation. He has worked exclusively with Financial LifeMaps since 2006. Financial LifeMaps serves individuals and trustees, typically those with net worths between $500,000 and $2,000,000, providing comprehensive financial planning and investment advice through hourly consulting or fixed-fee multi-year engagements. The firm emphasizes long-term, fundamentals-based investment strategies focusing on asset allocation and low-cost mutual funds and ETFs, while clients retain custody and execute trades independently.

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.

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.

Melinda Satterlee is a CFP®-certified financial advisor at Marathon Wealth Management, LLC with six years of industry experience. She has operated Marathon Wealth Management since 2020 and previously worked as a domestic engineer for 19 years. Marathon Wealth Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $16 million across 14 client relationships. The firm focuses on strategic passive portfolios using asset-allocation modeling, periodic rebalancing, and tax-harvesting techniques, offering tailored financial planning and investment management without account minimums.

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.

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.

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.

Brian Betz is a financial advisor at Percension Wealth Advisors, LLC in Sammamish, Washington, with 15 years of industry experience. He holds a Series 65 designation and has been with Percension Wealth Advisors since its founding in 2011. Percension Wealth Advisors provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm employs both active and passive management approaches, incorporating technical analysis, short-term trading, and options-writing strategies tailored to each client’s goals and risk tolerance.

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.

Hon Ching Lai is a financial advisor with Albatrox Capital in Kirkland, WA, holding a Series 65 designation and two years of industry experience. Prior to joining Albatrox Capital, he was involved in real estate investment and management. Outside of advisory services, he owns Albatrox Holdings, LLC and its subsidiary Albatrox Woodlands, LLC, which manage his real estate portfolio in Wisconsin. Albatrox Capital provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, family offices, institutional clients, and other advisers. The firm employs a mix of fundamental, quantitative, and market analysis, and is registered as a commodity pool operator with the NFA, offering both traditional securities advice and a systematic futures trading pool.

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.

Amanda Chang is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with Adele Brady Bolson CPA PS since 2001. Adele Brady Bolson CPA PS is a licensed CPA firm that provides accounting, tax, and related business services alongside investment advisory and financial planning for individuals, trusts, estates, and corporate accounts. The firm emphasizes tailored investment policy statements, broad diversification, and a fee-only approach, with most of its workload focused on accounting and tax services.