Sri Krishnan

Faith is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Chrysalid Financial. Our clients: We serve high achieving mid-career women in Tech with equity compensation. Whether you are too busy to manage your complex finances, feel overwhelmed by decisions about your equity compensation or wondering if your finances align with your goals, we’re available to assist as a trusted advisor. We offer expert guidance to optimize your complex finances and navigate the milestones and multi-faceted decisions stemming from your RSUs, Stock Options, ESPP and company stock. We help you: • Strategize for and optimize equity compensation. • Leverage your compensation to achieve your financial goals; whether it’s buying a home, taking a sabbatical or financial independence. • Understand, maximize and utilize employee benefits. • We manage your investments to align with your financial goals. Why Partner with Us? • Collaborative Process: Together we collaborate to optimize your complex finances. • Emphasis on you: Emphasis is on you, the future you envision, helping attain it! • We’ve walked in your shoes: As seasoned high achieving professionals in a dynamic landscape. Managing a demanding career, a busy personal life and navigating key equity compensation milestones. Want to find out more about our services, approach and how we can work together? Schedule an Introductory Call at: https://chrysalidfinancial.com/book-consultation/ Faith’s professional and educational background: Prior to Launching Chrysalid Financial Faith counseled high net-worth families with cross-border lifestyles and finances. As a former spouse to a technology professional, she brings personal experience to helping clients navigate decisions regarding equity compensation and the myriad of other employee benefits specific to the Tech industry. Previously, Faith provided consulting and research services to pension plans, foundations and endowments for 19 years as an investment professional and employee benefits consultant. Faith has an MBA in Finance from the University of Chicago Booth School of Business and has BSc. Degrees Information Systems and Business Administration. In addition to being a CFP® professional, she is a member of the Financial Planning Association, through which she volunteers as a pro-bono financial planner. Having lived on four continents and worked on three, Faith likes to travel in her free time – sampling new cuisines along the way.

I'm a Certified Financial Planner™ with over 20 years of experience in financial services. I began my career as a paraplanner at Merrill Lynch and Lincoln Financial, then spent more than a decade building financial planning platforms at Fiserv and US Bank. That work gave me a strong foundation in the technical side of planning, but what I always valued most was the human side. I’ve returned to working directly with individuals because I believe financial planning is deeply personal. It’s not just about spreadsheets or investments, it’s about aligning your money with the life you want to live. I founded Worthique to provide a space where you can talk openly about your finances without fear or judgment. I offer thoughtful, clear guidance to help you take ownership of your financial future, on your terms. My approach blends empathy with technical expertise across: Retirement planning Tax strategy Equity compensation Estate planning Investment management Financial planning, for me, is about helping you connect your values with your goals and make decisions with confidence. I’m here to listen, to guide, and to help you build a plan that reflects your worth.

I’m Sheila McGinn, a CERTIFIED FINANCIAL PLANNER™ professional, and founder of Brightview Financial. I spent over 20 years working in the tech industry, and I know the challenges you’re facing right now. I’ve walked your same path, so I understand how frustrating it can be to take every financial step with a feeling of uncertainty. Brightview Financial Solutions serves clients in the San Francisco Bay Area and beyond. Investment Management and Comprehensive Financial Planning are the core of our service offering. This means evaluating your unique circumstances and working with you to develop and implement a financial plan designed to help you achieve financial goals. We can help you: • Define your financial and life goals and then implement a plan for reaching them. • Stay focused on current spending goals so you can reach your long-term saving goals. • Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs. • Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance. • Prepare for the risks you don't anticipate.

Lisa Hughes is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1993, she has provided personalized wealth management services and strategies to a diverse group of clients. She emphasizes a client-centric approach, taking the time to understand each client's unique motivations and priorities. Her practice involves creating customized, goals-based wealth management plans that focus on capital preservation, tax minimization, and optimizing lifetime cash flow. Lisa works with diversified portfolios, alternative investments, concentrated stock issues, and wealth transfer strategies by collaborating with clients' other professionals when needed. With over 30 years of experience, Lisa specializes in areas such as college education planning, divorce transition planning, family wealth management, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. She holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lisa earned her bachelor's degree in economics from the University of California at Berkeley. Originally from the East Bay, Lisa currently lives on the Peninsula, where she has served on her homeowner association board and volunteered with Pet Partners®. She enjoys gardening, hiking, painting, and yoga and is active in the local art community.

Daniel Walsh is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing customized advice and wealth management services for highly affluent families. His expertise includes addressing concentrated stock issues, liquidity provision, hedging, risk reduction, diversified portfolio development, alternative investments, and money manager selection. Prior to his current role, Daniel served seven years as a U.S. Naval Aviator and two years as an institutional equities trader. He holds a Bachelor of Arts degree in Architecture from the University of California at Berkeley and an MBA from Stanford University Graduate School of Business. He has earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ and maintains the Personal Investment Advisor (PIA) designation. Daniel and his wife Katrine reside in San Carlos, California, and have raised two children who graduated from Boston College. Outside of his professional responsibilities, he is an active U.S. Soccer Federation licensed referee and has served as Vice President of the San Carlos United Soccer Club. His personal interests include scuba diving, biking, hiking, music, photography, reading, skiing, soccer, and spending time with his family.