Faith Counio

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

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.