Kathleen Gallagher is the sole advisor at Gallagher Capital Corp., an independent firm based in Bainbridge Island, WA. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, having led Gallagher Capital Corp. since 2004. Gallagher Capital Corp. specializes in discretionary fixed-income portfolio management for high-net-worth individuals, trusts, and retirement accounts, focusing on income generation and capital preservation. The firm employs an active, risk-aware investment approach with an emphasis on holding bonds to maturity and uses independent credit research to guide investment selection.

Shai Weinbaum is the sole advisor at Shai Weinbaum Investment Management in Poulsbo, WA, holding a Series 65 designation with five years of industry experience. He has operated his independent firm since 2013. The firm provides discretionary investment management services primarily to individual clients, high-net-worth individuals, and small businesses. It customizes portfolios based on bottom-up fundamental analysis focused on intrinsic value and long-term outperformance, avoiding margin, debt, derivatives, and technical or cyclical analysis.

Aaron Farrell is a Series 65-licensed financial advisor at Quantca Financial with one year of industry experience. He previously worked at Comcast for nine years and currently serves as CEO of Sapien LLC, a consulting firm. Since 2023, he has volunteered as CFO and board member for Volunteers for Ukraine Inc, a charity providing humanitarian aid to Ukraine. Quantca Financial offers discretionary portfolio management through a web-based platform, using automated algorithmic investment models with market-timing and tactical allocation features. The firm serves retail, accredited, and institutional clients and combines internet advice delivery with both standard AUM fees and performance-based fees for qualified investors.

Mohammed Khalid is an investment advisor at Nabata Investment Group, LLC with three years of industry experience. He previously worked at Rubicon Halal Investment Advisors and Symetra Financial. Outside of his advisory work, he operates a ride-share service and provides educational consulting through Golden Orchard Group, LLC. Nabata Investment Group, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with asset allocation and securities selection, offering both investment supervisory services and standalone financial planning.

Stephen Gattis is the principal advisor at SKG Investment Services, LLC in Seattle, WA, holding a Series 65 license with 21 years of industry experience. He has been the owner and operator of Gattis Stewart & Associates, P.S., an accounting firm established in 1978, which he continues to actively manage. SKG Investment Services provides selection and ongoing monitoring of third-party money managers primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm does not provide direct portfolio management and focuses on due diligence and oversight of independent registered investment advisers on a non-discretionary basis.

Daniel Harkins is a financial advisor at Bedrock Advisors with three years of industry experience. He holds the Personal Financial Specialist (PFS™) designation and is also a principal owner of Bedrock CPA Group, LLC, an accounting firm, as well as part owner of a tax preparation firm and an investment holding company in Edmonds, WA. Bedrock Advisors is an independent, fee-only registered investment adviser serving individuals, plan sponsors, corporations, trusts, and other business clients. The firm offers investment management, comprehensive financial planning, and employee benefit retirement plan services, combining asset allocation strategies aligned with Modern Portfolio Theory and a range of investment vehicles, supported by the principal’s CPA background and PFS credential.

Christopher Files is a financial advisor at Van Ray Wealth Management in Edmonds, WA, with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Van Ray Wealth Management since 2019. Files also manages an insurance brokerage, the Van Winkle Agency, where he serves as an insurance brokerage manager and agent. Van Ray Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable entities. The firm provides portfolio management, comprehensive financial planning, and retirement-plan consulting through a small team model, focusing on strategic asset allocation with both discretionary and non-discretionary management.

Gary Harris is the sole advisor at Bedfield Asset Management, LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 credential and has 18 years of industry experience, having led Bedfield Asset Management since 2006. Prior to founding the firm, Harris had a career in aviation and data/engineering entrepreneurship. Bedfield Asset Management provides discretionary investment management to individuals, trusts, business entities, and corporate pension and profit-sharing plans. The firm employs a blend of active and passive management using fundamental macroeconomic analysis and technical tools across multiple asset classes, with a focus on sector and index rotation and tactical positioning.

Kiran Gadepalli is a financial advisor at Wyoming Systems Group of Businesses with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked since 2017 at Wyoming Systems Inc. In addition to his advisory role, Mr. Gadepalli serves as President and CEO of several small businesses offering financial online services, accounting, and small farm products. He also has a long tenure as a Senior Programmer Analyst for the City of Redmond. Wyoming Systems Group of Businesses provides comprehensive financial planning and investment advice to individuals, trustees, and businesses. The firm emphasizes a fundamental, long-term investment approach focused on asset allocation, low-cost investments, and tax considerations, and combines investment advice with accounting, tax preparation, bookkeeping, and other business services.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

Thomas Gerson is a financial advisor at Blair Hall Advisors, LLC in Seattle, WA, holding a Series 66 designation and with 15 years of industry experience. He has been with Blair Hall Advisors since 2014. Blair Hall Advisors provides comprehensive portfolio management and financial planning services to individuals, including high-net-worth clients, trusts, estates, and certain business entities. The firm employs a discretionary asset management approach using a range of investment vehicles and strategies, with a structured intake and review process tailored to client objectives and risk tolerance.

Edward Labanara is a financial advisor at Seattle Asset Management, Inc. with 31 years of industry experience. He has been with the firm since 1993 and holds a Series 63 designation. Seattle Asset Management is an independent investment adviser serving a small client base that includes high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses fundamental analysis and a proprietary model focused on long-term equity, fixed-income, and balanced portfolio management, emphasizing asset allocation as the primary risk-management tool.

Keyi Zhang is a financial advisor at Fempire Mindset LLC with a Series 65 designation and five years of industry experience. Prior to founding Fempire Mindset, Zhang worked at Liu Holdings LLC and Deep Blue AI. Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high-net-worth clients, focusing on comprehensive written plans and one-time consultations. The firm emphasizes fundamental analysis in its recommendations and operates under a fee-only model without managing client assets or executing transactions.

Michael Lizon is a CFP® professional with 18 years of industry experience, currently serving at Provident Living Advisors LLC since 2018. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2014 to 2017. In addition to his advisory role, he operates a tax preparation business. Provident Living Advisors LLC provides fee-based discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, focusing on long-term purchase strategies and ongoing portfolio monitoring.

Jeffrey Martin is a financial advisor at Capital Investment Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2002, he has been with CIM Financial Group, Inc., now operating as Capital Investment Management in Edmonds, WA. Capital Investment Management is a small, state-registered adviser serving primarily individual clients who are retired or preparing for retirement. The firm offers continuous investment advice and discretionary portfolio management alongside retirement-focused financial planning, employing a value-oriented approach with fundamental analysis across various asset classes.

Kassondra Dykema is a financial advisor at Family Retirement LLC in Seattle, WA, holding a Series 65 designation with eight years of industry experience. She previously worked at R and R Retirement Services before founding Family Retirement LLC. Outside of advising, she has operated a family restaurant business. Family Retirement LLC serves individual investors, high-net-worth clients, trusts, estates, and small business owners with investment management and financial planning services. The firm’s investment approach includes technical analysis and customized strategies, managing diverse portfolios while offering educational retirement classes and licensed insurance services within Washington.

Bryan Rogowski is a financial advisor at Rogowski Wealth Management LLC with 12 years of industry experience. He holds a Series 65 designation and is based in Bainbridge Island, WA. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, focusing on evidence-based, globally diversified portfolios primarily using low-cost ETFs and mutual funds. The firm emphasizes tax efficiency and customizes portfolios to clients’ liquidity needs and risk tolerance.

Michael Thompson is a financial advisor at Thompson Financial LLC with 19 years of industry experience and a Series 66 designation. He previously worked at SagePoint Financial Advisors from 2011 to 2016. Thompson is also a licensed insurance producer in Washington State. Thompson Financial provides financial planning and discretionary portfolio management to individual clients and sponsors of employer-sponsored retirement plans. The firm serves primarily non-high-net-worth individuals using diversified allocations mainly comprised of no-load mutual funds and ETFs, offering both one-time planning and ongoing investment management services.

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

Hans Berkenhoff is a CFA® charterholder with 34 years of industry experience. He is the sole advisor at Parkside Family Office LLC, where he has worked since 2025. Prior to that, he was with Harbour Investment Management for over three decades. Parkside Family Office LLC is a fee-only registered investment adviser that provides discretionary investment management and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analyses alongside Modern Portfolio Theory to construct multi-year asset-allocation models, serving individual investors, trusts, non-profits, and employer plan sponsors.