Katelyn Murray, Cfp®, Fbs®, Cft-I™, Eca, Chfebc Email and Phone Number

• Manage complex client relationships in a hyper-growth, fintech start-up environment• Serve as an equity compensation and tax expert, educating clients on the nuanced laws, regulations, and tax consequences surrounding the vesting, exercising, and selling of equity vehicles (ISOs, NSOs, RSUs, RSAs, and ESPP) while providing guidance on implementing specialized strategies to maximize the value of these equity vehicles• Thoroughly analyze benefits programs from thousands of companies, ranging from software giants like Microsoft, Apple, and the like, to small tech start-ups like Toast, Barkbox, and Pair Eyewear• Create, present, and implement custom, holistic financial plans to clients using Right Capital planning software• Spearhead complex tax planning and present tax projections and returns to clients• Lead public webinars on financial planning topics in a manner that makes complex topics such as benefits programs, equity compensation, and insurance easy to understand • Guest hosted the firm’s podcast multiple times• Create original content for the firm’s blog, aimed at educating clients and prospects alike on benefits they may not realize they have, savvy financial planning moves, etc. • Create original training content to aid in the onboarding and development of new employees • Directly manage and mentor a team of associate planners

• Managed client relationships and performed financial planning analysis on topics including but not limited to: equity compensation, benefits management, cash flow, taxes, investing, estate planning, and insurance• Worked with government employees at the federal and municipal levels to help them understand and maximize the value of their unique benefits such as FERS pensions, FEGLI pensions, MCPS and VRS retirement plans • Prepared, presented, and helped implement custom financial plans using MoneyGuide Pro planning software• Consulted with portfolio managers on investment management strategies• Created and presented public webinars on topics such as “Making the Most of Your Company Benefits,” “Fundamentals of Financial Planning,” and Maximizing Your Health Savings Plan”• Wrote original blog posts and newsletter articles on a variety of topics, including executive compensation, tax planning, employer benefits, and various other financial planning topics• Helped develop and standardize firm processes surrounding the client onboarding process• Assisted with training new employees on firm processes

• Managed client relationships with a specialization in federal employees, government contractors, and tech professionals• Performed financial planning analysis on on topics including cash flow management, taxes, investing, equity compensation,estate planning, and insurance• Created, presented, and help implemented comprehensive financial plan presentations to clients using MoneyGuidePro and eMoney planning software• Established new investment accounts and fielded maintenance requests on existing accounts• Hired, trained and managed the client experience team• Helped develop, standardize, and oversee both internal workflows within the firm and the firm's onboarding process and client touch initiatives• Spearheaded marketing initiatives to garner more prospects for the firm• Led and moderated the team's weekly operations meetings• Spoke publicly and led breakout sessions at multiple national broker-dealer conferences• Oversaw the planning and execution of all client appreciation events and company volunteer events