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.

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.

Robert Keilin is a CFP® professional with 13 years of industry experience and has been the sole advisor at Signal Financial Planning, LLC since 2015. He operates an independent advisory firm based in Issaquah, WA. Signal Financial Planning, LLC serves individual and high-net-worth clients by offering holistic financial planning and discretionary portfolio management. The firm uses a Core + Satellite investment approach combining low-cost indexed funds with active positions and provides financial planning on an hourly basis covering topics such as retirement, estate, tax-aware allocation, and cash-flow management.

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.

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.

Krystal Oien is a financial advisor at Brackenwood Capital Management, LLC, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Rogowski Wealth Management and multiple engagements at Seattle Pacific University. Brackenwood Capital Management is an independent SEC-registered investment adviser managing approximately $126.6 million for around 86 clients, including individuals, high-net-worth individuals, small businesses, and trusts. The firm focuses on long-term, asset-class diversified portfolios using no-load mutual funds and ETFs, combined with discretionary portfolio management and consultative financial planning offered on an hourly basis.

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. 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.

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.