SyntheticFi LLC

Michael O'Dwyer is a Series 65-licensed advisor at SyntheticFi LLC with one year of industry experience. Prior to joining SyntheticFi, he worked at Productiv Inc., Fivetran Inc., and Gelber Group LLC. SyntheticFi provides investment advisory and sub-advisory services to other registered investment advisers as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Yezhou Wang is a financial advisor with SyntheticFi LLC, holding a Series 65 license and two years of industry experience. Prior roles include positions at Cyclone Technologies Inc, Hawx Services LLC, VRGL, Inc, and involvement with the University of Pennsylvania and ZhenFund. SyntheticFi LLC provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans, supported by proprietary software that enables automated monitoring and customized hedging with exchange-traded S&P 500 index and FLEX options.

Jeremy Mc Carty is a financial advisor with SyntheticFi LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Altruist Financial LLC, Charles Schwab & Co., Inc, and TD Ameritrade. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Lonbaye Yarnway is a financial advisor at SyntheticFi LLC with nine years of industry experience and holds a Series 66 designation. Prior to joining SyntheticFi in 2026, Yarnway worked at Yarnway Wealth Management, Onyx Advisor Network, Altruist, and Berknell Financial Group. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and offers automated monitoring and custom hedging strategies involving exchange-traded S&P 500 index and FLEX options.

Theodore Jans is a financial advisor with SyntheticFi LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Altruist Financial LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., MWA Financial Services Inc, and Modern Woodmen. Prior to his financial career, he was employed at the University of Maine and worked at Josh Pond Farms. SyntheticFi LLC provides investment advisory and sub-advisory services to registered investment advisers, as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans, with a proprietary software platform for managing and reporting option positions.

Corey Roun is a financial advisor at SyntheticFi LLC with 16 years of industry experience. He held a position at Lyons Wealth Management from 2009 to 2025. He holds the Series 65 designation. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers and offers discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Congying Xiang is a financial advisor at SyntheticFi LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Epic Systems Corporation for five years. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring.

Cooper Richmond is a financial advisor at SyntheticFi LLC with a Series 65 credential and no prior industry experience. His work history includes roles at SyntheticFi, SageSure, the University of Washington, and Berkeley High School. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm specializes in an automated trading strategy involving exchange-traded European-style S&P 500 index options, offering client-facing software for performance reporting, margin monitoring, and alerts.

Thomas Casper is a financial advisor with SyntheticFi LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Stansberry Asset Management, Lyons Wealth Management, Pintar Investment Company, and Creative Planning. He is also the president and owner of Adaptive Solutions Consulting Inc, a consulting and recruiting firm. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm’s approach focuses on automated trading of exchange-traded European-style S&P 500 index options, utilizing proprietary software for client performance reporting and margin monitoring.

Yucheng Yang is a financial advisor at SyntheticFi LLC in San Francisco, holding a Series 65 designation with two years of industry experience. He is also the Chief Executive Officer of Cyclone Technologies, Inc, the parent company of SyntheticFi LLC. Additionally, Yang manages Converge Fashion, LLC, a wholesale trade business. SyntheticFi LLC provides investment advisory and sub-advisory services to individuals, corporations, small businesses, and other registered advisers. The firm specializes in portfolio management through a box spread option strategy and employs proprietary software for automated monitoring and custom hedging strategies using exchange-traded and FLEX options.