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 of Your Everyday ROI, an independent advisory firm. He holds a Series 65 credential and has recently started his career in financial advising after a long tenure with Howells-Dodge Consolidated Schools, where he has worked since 2007. Your Everyday ROI offers discretionary investment management and financial planning services for individuals and employer plan sponsors. The firm’s investment approach is primarily passive, focusing on index mutual funds and ETFs guided by Modern Portfolio Theory, with financial planning delivered through ongoing or project-based engagements.

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 at SoHo Financial Services, LLC in Montecito, CA, holding Series 65 and Series 66 designations with 20 years of industry experience. He has previously held principal roles at Soho Capital LLC and Soho Asset Management LLC, both management consulting firms. SoHo Financial Services provides discretionary investment advisory and portfolio management services to individuals, charitable organizations, corporations, and institutional clients. The firm combines asset-allocation model portfolios with fundamental, technical, quantitative, and qualitative analyses, offering a blend of institutional portfolio management and formal consulting engagements alongside individual advisory services.

Christine Cao is a CFA® charterholder with six years of industry experience. She is currently affiliated with Legacy Private Client Services and has worked at Rosen Group Private Wealth Management and Raymond James. Cao also serves as Portfolio Manager and Chief Compliance Officer at Rosen Group Private Wealth Management Ltd., a related Canadian entity. Legacy Private Client Services, operating under Rosen Group Private Wealth Management, provides discretionary portfolio management and subadvisory services primarily to high-net-worth individuals and other investment advisers. The firm uses a long-term, fundamental analysis approach with an emphasis on asset allocation and risk tolerance, and it maintains a cross-border corporate structure.

Rajiv Rebello is the principal and sole advisor at Colva Capital LLC in San Diego, CA, holding Series 63 and Series 65 licenses with six years of industry experience. He has held roles at The Leaders Group Inc and has operated his own insurance and actuarial consulting businesses since 2012. Outside of advisory services, he leads Colva Insurance Services and Colva Actuarial Services, focusing on actuarial consulting and insurance. Colva Capital serves high-net-worth individuals and entities by providing discretionary portfolio management alongside financial, tax-efficient, and estate planning advice. The firm uses a tailored investment approach incorporating separately managed accounts, third-party portfolio reporting, and a due-diligence driven process that includes traditional and alternative investment vehicles.

Edward Harrington Jr. is a CFP® professional with over 40 years of experience in financial advising. He has been with Financial Planning Professionals, Inc. since 1992 and worked previously at Securities Service Network, Inc. from 1998 to 2019. Harrington is licensed to sell various insurance products and serves as a member of a condominium board. Financial Planning Professionals, Inc. is an independent registered investment adviser providing discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or institutional clients. The firm employs model-based, active global asset-allocation strategies tailored to client goals and risk tolerances, offering regular reviews and tax-aware management.

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 the sole advisor at Lilac Wealth, LLC, an independent registered investment adviser based in Venice, CA. He holds the CFA® charter and Series 66 license and has 11 years of industry experience. His prior roles include positions at Compound Advisers, Inc., MassMutual Life Insurance Company, and Rochdale Investment Management. Lilac Wealth offers comprehensive wealth management, financial planning, and consulting services, with a focus on managing custodial accounts that include a wide array of securities and digital assets. The firm employs an investment approach grounded in Modern Portfolio Theory and uses a combination of long-term, short-term, income, hedging, and alternative strategies, operating under a flat-fee model rather than a traditional percentage-of-assets structure.

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.

Dana Goldfarb is the sole advisor at Goldfarb Wealth Advisors in Charlotte, NC, holding a Series 65 credential with 12 years of industry experience. He has led Goldfarb Wealth Advisors since 2014. Goldfarb Wealth Advisors provides personalized investment advisory and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a modern portfolio theory-based investment approach focused on globally diversified, low-cost mutual funds and ETFs, with an emphasis on long-term buy-and-hold strategies and tax-aware actions.

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Aryeh Safern is the principal of Accfox Capital LLC and holds a Series 65 designation. He has experience working at LS Global Trading INC and Access King BV prior to founding Accfox Capital in 2026. Accfox Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses fundamental, quantitative, and technical analysis across various investment types and manages accounts on a discretionary basis with periodic reviews to maintain alignment with client objectives.

William Hughes is the sole advisor at William D Hughes in Odessa, FL, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Waddell & Reed Inc for one year and operates a licensed CPA practice alongside his advisory services. Hughes also serves as an insurance agent for various carriers through W&R Insurance Agencies. His firm provides ongoing portfolio management to individual and high-net-worth clients, focusing on equities and fixed-income securities. The investment approach uses fundamental analysis and includes both long- and short-term trading, with accounts reviewed at least quarterly and customized to each client’s objectives and risk tolerance.