Flat-fee advisors focused on cross-border & expatriate issues in the US

Christopher Mittleman is the principal of Mittleman Value Partners LLC, an independent investment advisory firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Aimia Am Holdings Inc., Aimia Inc., and leadership at Mittleman Brothers LLC and Mittleman Investment Management LLC. Mittleman Value Partners provides discretionary investment management for high-net-worth individuals and institutional clients, including private funds, endowments, and retirement accounts. The firm employs a concentrated, long-term value strategy focused on domestic and foreign equities, with notable features such as managing performance-based fees, use of leverage within separately managed accounts, and serving a significant non-U.S. and institutional client base.

Laura Thomas is a financial advisor at International Asset Management with eight years of industry experience. She holds a Series 63 designation and has worked at Individual Asset Management since 2016, including a prior role in marketing consulting. International Asset Management serves individual and high-net-worth clients, focusing on U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, financial planning, and wealth management with a global investment approach that considers currency hedging and cross-border tax effects.

Kautilya Palaypu is a financial advisor at Cow Capital Inc with a Series 65 designation and two years of industry experience. He has held roles at Masala Capital Inc and serves as a director and independent consultant for several private companies, including a gold bullion distribution firm. Cow Capital provides portfolio management, wealth management, financial planning, and self-directed retirement plan services to individuals, high-net-worth clients, and business entities. The firm uses a range of analytical methods and offers advice on both traditional securities and alternative assets, including tokenized and non-conventional investments.

Eric Diandrea is a financial advisor with WealthUnite Advisors, LLC, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at Devere USA Inc. and Island Pump and Tank. He is also the CFO of DiAndrea Design and Development, a real estate development company. WealthUnite Advisors serves U.K. expatriates living in the United States and U.S. residents seeking investment advice, focusing on international pension arrangements such as QROPS and SIPPs. The firm provides non-discretionary investment advisory services and integrates limited financial planning topics while requiring client consent before executing recommendations.

Chloe Foster is a Financial Consultant currently working at Fidelity Investments since 2024. She has over 20 years of experience in financial services, advising individuals and families to help them understand their priorities and provide pragmatic advice and education to achieve their goals. Her professional background includes roles such as Private Wealth Advisor at Alliance Bernstein from 2021 to 2023, Private Wealth Advisor at US Bank Private Wealth Management from 2018 to 2021, Director of International Solutions at RBC Wealth Management from 2006 to 2015, and Trust Officer at Coutts Private Bank from 1994 to 1995. She holds a California Insurance License and has experience working with clients undergoing divorce, members of the LGBTQ+ community, and international clients. Outside of her professional work, Chloe's personal interests include art, cooking and baking, family activities, skiing, tennis, and traveling.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Hassan Al Kadhimi is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and TD Bank. He is also involved with NIHFCU Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Amanda is also involved with Lucky Duck, a separate business activity. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supported by research and planning tools, and serves both retail and institutional clients with a range of advisory programs.