Steven Koenig is a CFA® charterholder based in Seattle, WA, with five years of industry experience. He has been with Informed Investors Group since 1992. Informed Investors Group is an independent firm that provides discretionary investment management primarily for high-net-worth individuals and related family accounts. The firm employs a buy-and-hold, lower-turnover equity strategy with a co-advisory arrangement for selecting growth stocks, and it offers customized socially responsible investment screening alongside access to specialized fixed-income opportunities.

Charles Barnett IV is the sole advisor at Barnett Capital Management, LLC in Austin, TX, holding a Series 65 designation with 20 years of industry experience. He has led Barnett Capital Management since its founding in 2006. The firm primarily serves individual and family clients, providing investment supervisory services focused on asset allocation and index fund use, along with personal strategic consulting on non-investment matters under separate agreements. Barnett Capital Management is notable for its small, single-advisor practice and offers both discretionary and non-discretionary services while maintaining a limited client roster.

John Lotshaw is the principal of JM Lotshaw Consulting, an independent registered investment adviser based in O'Fallon, Missouri. He holds the ChFC® designation and Series 63 license and has 30 years of industry experience. Lotshaw has led JM Lotshaw Consulting since 2003. JM Lotshaw Consulting provides discretionary portfolio management and advisory services primarily to high-net-worth individuals and families. The firm manages approximately $7.9 million across seven client relationships, using a combination of fundamental and technical analysis to tailor strategies according to clients’ objectives and risk tolerances.

I am a seasoned technology professional and an entrepreneur based in Silicon Valley. I have experience starting and running a software company that was venture-funded and subsequently acquired by a public company. During my high-tech career, I got intrigued by money matters such as savings, investments, insurance, taxes in order to achieve my family's financial goals. Out of curiosity, I spent time reading and researching various aspects of personal finance. I realized that there are a growing number of financial options available with increasing complexity in these choices. My passion towards financial planning ultimately resulted in pursuing formal education in financial planning, subsequently completing the CFP Board requirements to be a CERTIFIED FINANCIAL PLANNER® Professional. I launched Encover Personal Finance in 2018, primarily to help technology professionals achieve their financial life goals based on my own experience. I believe in serving clients honestly and transparently in a conflict-free manner. https://www.encoverpersonalfinance.com/about

De Gao is the sole advisor at GAO Investments in Las Vegas, NV, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at Canopy Mortgage and Appliance Recycling Centers of America Inc, and he has been involved with Live Venture since 2012. GAO Investments provides portfolio management services to institutions and high-net-worth clients, employing a combination of fundamental and technical analysis with active strategies including options and margin. The firm operates under an incentive-only compensation model and does not rely on percentage-of-AUM fees.

Hi, I’m Meg. I’m the founder and lead planner at Flow Financial Planning. We are dedicated to women in their early-to-mid career in the tech industry, specializing in the IPO journey: pre-IPO, going through the IPO, and managing the wealth—and attendant opportunities—that come out of it. Do you: • Want to achieve some level of financial independence? • Wish you felt more confident in your financial choices, because you understood how they fit into the larger strategy? • Make more money than you expected to? Are you anxious that you’re not doing the right thing with it? • Have no one in your life you can talk to about your money? • Have more money than you need right now, and you don’t want to waste this opportunity? • Receive company stock but are unsure how to use it? • Dream about leaving the tech industry, but wonder how you could walk away? Together we can work through it all. Get more clarity on what you want in life. Identify specific tasks you can do to organize, simplify, and strengthen your finances, so you can create that life for yourself. My credentials and education: • Certified Financial Planner® professional • Retirement Income Certified Professional® • Registered Life Planner® • Masters of Science in Financial Planning, Golden Gate University • Bachelor of Arts in Economics, Wellesley College Prior to becoming a financial planner, I worked as a technical writer for 10 years in the San Francisco Bay Area, mostly in the software-security sector. After San Francisco and two cross-country moves, my family settled in Bellingham, WA. (I can see Canada from my front porch!) So many of my interests—hiking, biking, cooking, yoga, never-ending kale—are part of the fabric of life here. If you’d like to get some financial clarity, please set up a short, free call. If nothing else, check out our blog. Twice a month I write about issues pertinent to women in tech. You don’t want to miss the Adventures of Block Woman, do you?

Shamus Mc Carthy is a CFA charterholder and principal of Red Haven Advisors, LLC, with six years of industry experience. He has held financial planning and analysis roles at companies including Nordstrom, Inc., where he is currently a Financial Planning & Analysis Manager, and has worked at firms such as Pathlabs Inc., Dutch Bros Coffee, Rad Power Bikes, Inc., Starbucks Coffee Company, and Vulcan, Inc. Red Haven Advisors serves individual and high-net-worth clients with fee-based investment advisory, discretionary portfolio management, and comprehensive financial planning. The firm combines fundamental and cyclical analysis with tactical allocation and option-writing strategies, tailoring portfolios to client objectives and offering a range of billing arrangements.

Brian Jones is the principal and sole advisor at Your Everyday ROI in Howells, Nebraska. He holds a Series 65 designation and has been working at Your Everyday ROI since 2025. Prior to his advisory role, he has been employed at Howells-Dodge Consolidated Schools since 2007. Your Everyday ROI offers financial planning services to individuals, including high net worth clients, through subscription arrangements, project-based engagements, and hourly consultations. The firm operates as an advice-only planner without managing client assets or accepting custody, emphasizing passive investment principles and client-directed implementation.

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

Frank Troise is a financial advisor with Soho Financial Services LLC in Montecito, CA, holding Series 65 and Series 66 credentials and 20 years of industry experience. He has been involved with Soho Financial Services LLC since 2006 and also serves as a principal of Soho Capital LLC and Soho Asset Management LLC, both management consulting firms. SoHo Financial Services LLC provides discretionary portfolio management, model portfolio management, and consulting services to individuals, charitable organizations, and businesses. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, typically managing accounts on a discretionary basis with a focus on longer-term purchase strategies.

Christine Cao is a CFA® charterholder with six years of industry experience. She currently works at Legacy Private Client Services and has previous experience at Rosen Group Private Wealth Management and Raymond James. She also serves as Portfolio Manager and Chief Compliance Officer at Rosen Group Private Wealth Management Ltd., a related entity serving Canadian clients. Legacy Private Client Services provides discretionary portfolio management and subadvisory services primarily to high-net-worth individuals and other investment advisers. The firm emphasizes fundamental analysis, long-term trading, and a diversified allocation including real estate funds, and operates as a fiduciary with documented risk tolerance and regular client reporting.

Rajiv Rebello is the president and chief actuary of Colva Capital LLC in San Diego, CA, holding Series 65 and Series 63 licenses with six years of industry experience. He has held leadership roles at Colva Insurance Services and Colva Actuarial Services, where he provides actuarial consulting and insurance services. Rebello also serves as an independent insurance agent and leads financial planning activities. Colva Capital serves high-net-worth individuals and entities by offering discretionary portfolio management along with financial, tax-efficient, and estate-planning advice. The firm uses a tailored investment approach based on client risk profiles and manages portfolios that may include traditional securities, private placements, hedge funds, and affiliated funds.

Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Michael O'Keeffe is a financial advisor at MOK Financial Planning & Tax, Inc. with 20 years of industry experience. He holds a Personal Financial Specialist (PFS™) designation and a Series 65 license. Prior to founding his current firm in 2017, he worked at Oakdale Wealth Management for 12 years. He is also a CPA registered in Maryland and provides tax preparation and bookkeeping services. MOK Financial Planning & Tax, Inc. offers discretionary portfolio management primarily for individuals, trusts, and estates, with additional consulting services including bookkeeping and investment analysis. The firm combines tax preparation with financial planning and constructs customized portfolios tailored to client objectives and risk tolerance, utilizing a range of investment instruments and strategies.

Matthew Holbrook is the founder of Skyview Capital Management and holds Series 63 and Series 65 licenses with 15 years of industry experience. His background includes roles at Executive Jet Management and Jet Linx, and he is also a licensed pilot. Additionally, he works as an independent insurance agent. Skyview Capital Management provides discretionary asset management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm creates tailored investment plans based on clients’ objectives and risk tolerance, employing a variety of analytical strategies and conducting regular portfolio reviews.

Steven Walraven is a CFA charterholder and holds a Series 66 license with 10 years of industry experience. He is the sole advisor at Lilac Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Compound Advisers, MassMutual, Lenox Advisors, RIM Securities, and Rochdale Investment Management. Lilac Wealth is a newly registered investment adviser serving high-net-worth and ultra-high-net-worth individuals. The firm offers comprehensive wealth management, financial planning, investment management, and administrative services, employing a portfolio approach grounded in modern portfolio theory with access to alternative investments and cryptocurrencies.

Jay Taparia is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Sanskar Advisors, Inc., an independent registered investment adviser based in Nyack, NY. His prior roles include positions at Climate CFOs, Inc. and New York University, and he has been involved with Sanskar Tax Advisors, Inc. since 2005. Sanskar Advisors provides discretionary portfolio management and financial planning primarily for individuals and families, as well as charitable organizations, estates, and trusts. The firm emphasizes long-term holdings using both fundamental and technical analysis, offers diversification across multiple asset classes, and is affiliated with an in-house tax and accounting practice.

Steve Ng is the sole advisor at Woodland Investment Consulting LLC in Boston, MA. He holds the CFA® designation and Series 63 license and has 17 years of industry experience. He has been employed with MFS Fund Distributors, Inc. since 2005 and has served as an instructor at the Boston Security Analysts Society since 1992. Woodland Investment Consulting provides discretionary portfolio management and integrated financial planning primarily for individual investors and pension plans, including defined-contribution plans. The firm follows a value-oriented, relatively low-risk investment approach with broad diversification and a focus on income and capital preservation.

Anandi Krishnamurthy is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She is the sole advisor at Akrish Financial Advisory, an independent firm based in Cupertino, CA. Her prior experience includes roles as a self-employed advisor and at Wade Financial Advisory. Akrish Financial Advisory provides comprehensive financial planning and investment advice to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses. The firm develops customized, tax-aware, low-cost portfolios using a Core + Satellite investment approach and offers services on fixed, project, or hourly fee arrangements without managing client assets or providing discretionary portfolio management.

Robert Lieberman is a financial advisor with Lal Ltd. in Las Vegas, NV, holding a Series 65 designation and 29 years of industry experience. He has been with Lal Ltd. since 1974. Lal Ltd. provides financial and investment advisory services to individual investors as well as a diverse range of organizational clients, including businesses, charitable organizations, pension and profit-sharing plans, banking and insurance institutions, state and municipal governments, other investment advisers, and a sovereign wealth entity. The firm’s investment approach centers on fundamental analysis of equities and fixed income, supported by performance reviews over multiple time horizons and ongoing client consultations.