Top advisors focused on cross-border & expatriate issues in Florida

William Soltow is a financial advisor at Smith & Wyatt with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Smith & Wyatt since 2022, following previous roles at CoreCap Advisors and Cambridge Investment Research. Outside of advisory work, he is the founder of Frontier Wealth Management and acts as an independent insurance agent. Smith & Wyatt provides investment advisory and financial planning services to individuals, including high-net-worth clients, and corporations. The firm emphasizes discretionary portfolio management using mutual funds and ETFs, with tailored strategies based on various analytical methods and client-specific objectives.

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Rafael Rosenthal is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and bringing 17 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support client outcomes.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation. He has worked at Fisher Investments since 2023 and previously was involved with FIBA Basketball and East Stroudsburg University. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and employs tax-aware processes and defensive tactics to manage risk and positioning.

Gary Conicella is a financial advisor with MassMutual Investors Services in St. Augustine, FL, holding a Series 63 designation and possessing 34 years of industry experience. His prior roles include positions at MetLife Securities Inc. and Metropolitan Life Insurance Company, where he worked for over two decades. He is also involved in an outside insurance business, focusing on life, fixed annuities, and disability products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers a range of planning programs including estate settlement and employer-sponsored planning.

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.