​Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.​

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.​

Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.

John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.

John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.

Melvin A. Warshaw has nearly 40 years of experience as an estate planning and tax lawyer. He currently represents U. S. and non-U. S. families and companies on a wide range of personal and business tax matters, including cross-border income and estate tax planning, corporate and partnership tax issues, S corporations, and income taxation of trusts and estates.

Mr. Warshaw began his legal career in the Office of the General Counsel at the Internal Revenue Service National Office in Washington, D.C. He was a partner of McDermott Will & Emery’s Private Client Department. He also served as a senior wealth advisor in JP Morgan Private Bank’s. He was also former general counsel to a large national brokerage.

Mr. Warshaw received an L.L.M. (Tax) from Georgetown University Law Center. He received a J.D. from St. Louis University School of Law and he received a B.A. cum laude from the University of Rochester.

Born in Columbus, Ohio, Rebecca Lammers is a dedicated leader within the Democrats Abroad community.

She is the international member of the IRS Taxpayer Advocacy Panel. She is also Chair of the Democrats Abroad Taxation Task Force.

She currently resides in London.

Lauris has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation. By recognizing that each client has a unique family logic in considering and making complex financial decisions, Lauris is better able to partner with families to create and sustain long-term financial well-being. He has taken his experiences in foreign countries, cultures and languages to working with cross-border families, or those that have financial roots in both the US and elsewhere. Lauris realizes that having ties to other countries can add complexity to financial planning, enabling him to better help clients through these situations.

While based in Boston, he has been fortunate to travel extensively, which has included all 50 US states and 42 countries across 6 continents. This extensive time spent abroad – living, working and studying – has built upon a deep-seated passion to learn and experience new languages and cultures through travel, reading, and study.

Lauris graduated from Duke University with a degree in French and Political Science and has earned the designation of Certified Investment Management Analyst (CIMA®) from the Investments and Wealth Institute, the Global Financial Planning Certificate (GFP) from the Global Financial Planning Institute, as well as the designation of Certified Health Savings Advisor (CHSA®) from Access Point HSA.  Lauris is Co-President of the Latvian American Chamber of Commerce as well as a Vice Chair of the Board of the Investments and Wealth Institute.

When he’s not helping clients with their financial profiles, Lauris plays competitive soccer, enjoys classic alternative 80’s music and, thanks in large part to the endless patience of his wife, has somehow learned to appreciate Impressionist art and good red wine.

Richard Taylor is a British expat and dual citizen (UK & US), originally from the UK and now based in Greenwich, Connecticut. He is the CEO of Plan First Wealth (PFW), a small but rapidly growing company. Outside of work, Richard is a devoted husband to an incredible woman, father to two energetic young children, and the somewhat reluctant owner of a medium-sized, mischievous dog. He’s also doing his best to stay fit as life gets busier—because life is good, but very, very full.

Plan First Wealth is a US-based Lifestyle Financial Planning and Cross-Border Wealth Management firm. The company partners with ambitious, successful international families to help them make the most of the unique opportunity that comes with living and working in America.

As an expat and immigrant himself, Richard brings deep personal experience to the work. He understands the challenges firsthand, having made many of the same mistakes his clients face—mistakes that PFW is now dedicated to helping others avoid or repair.

The firm specializes in supporting those with non-US assets and international interests, providing the expert guidance needed to optimize financial affairs both in the US and abroad.

PFW’s mission is to help ambitious expatriates and first-generation immigrants thrive in America by seizing every available financial opportunity while steering clear of the costly missteps that can threaten their hard-earned success. By doing this for enough people—directly and indirectly—PFW believes it too will thrive.

In addition, the firm assists internationally-minded Americans preparing for a move overseas, helping them navigate, launch, and succeed in their global adventures.

At Plan First Wealth, Richard and his team bring clarity and confidence to every cross-border financial journey, ensuring that each client’s plans reflect their full potential—no matter where they began or where their assets are located.

Alicea Castellanos is the CEO and Founder of Global Taxes LLC. Alicea provides personalized U.S. tax advisory and compliance services to high-net-worth families and their advisors.

Alicea has more than 20 years of experience. Prior to forming Global Taxes, Alicea founded and oversaw operations at a boutique tax firm, worked at a prestigious global law firm and CPA firm.

Alicea specializes in U.S. tax planning and compliance for non-U.S. families with global wealth and asset protection structures which include non-U.S. trusts, estates and foundations that have a U.S. connection.

Alicea also specializes in foreign investment in U.S. real estate property, and other U.S. assets, pre-immigration tax planning, U.S. expatriation matters, U.S. persons in receipt of foreign gifts and inheritances, foreign accounts and assets compliance, offshore voluntary disclosures/tax amnesties, FATCA registration, and foreign companies wanting to do business in the U.S.

Alicea is fluent in Spanish and has a working knowledge of Portuguese.

Alicea is an active member of the Society of Trusts & Estates Practitioners (STEP), the New York State Society of Certified Public Accountants (NYSSCPAs), the American Institute of Certified Public Accountants (AICPA), the International Fiscal Association (IFA), a member of Clarkson Hyde Global, a world-wide association of accountants, auditors, tax specialists and business advisors and the Global Referral Network (GRN).

Distinctly, in 2020, Alicea was awarded with a prestigious NYSSCPA Forty Under 40 Award. She was selected as someone that has notable skills and is visibly making a difference in the accounting profession.

In 2021 and 2022, Alicea was the Gold and Silver Winner, respectively, of Citywealth's Powerwomen Awards in the category USA - Woman of the Year - Business Growth (Boutique). In 2023, she continued her winning streak by receiving the Gold award for Company of the Year Female Leadership (Boutique) and the Silver award for Accountancy Firm of the Year at the Magic Circle Awards. Furthermore, Alicea has consistently secured her position in the Global Elite Directory for four consecutive years, being recognized as a Private Client Global Elite Advisor and is currently listed for 2024 as a Non-Legal Adviser. This exclusive directory annually highlights the world's elite lawyers and outstanding wealth advisors serving ultra-high net-worth clients.

Anja Luesink, MBA CFP® RLP® CeFT® GFP, is the co-owner of Luesink Stenstrom Financial a holistic financial planning firm based in New York City. She and her business partner know cross-border issues from their own experience. She works with clients cross-border in Europe (specifically Netherlands, UK and Spain) and in Australia.

Since 1996, Currencies Direct has been a leader in international money transfers, making it easier for individuals and businesses to send and spend across borders.

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Jack Buttjer is a Marketing Technologist and the Founder and CEO of House of Work - a full service agency focused on marketing and design.

Jack is helping independent advisors attract and serve high-net-worth individuals with digital marketing and business automation. He has helped dozens of firms worldwide grow their AUM to upwards of 400%.

Jack has a background of knowledge such as website development, CRM development, search engine optimization, conversion rate optimization, video and audio production, copywriting and digital advertising.

He enjoy's the creative aspect of marketing the most but also values the relativity of data and analytics when making business decisions.

Jack lives in the Des Moines metro with his wife Courtney and their two cats.