​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 Australia. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.

Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education - at scale. His approach combines lessons from his own teaching experience with best practices in online education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and his courses and programs have won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE.

Matt is the Chief Strategy Officer for the Brett Danko Education Center, which helps thousands of current and future financial planners pass the CFP exam. Collectively, those folks go on to provide financial advice and planning to millions of people.

Matt co-founded the Global Financial Planning Institute to promote competency in the cross-border financial planning space. In addition, he is a FinServ mentor and serves with the FPA and the AFS to advance financial planning education in higher education and to career changers around the world.

Previously, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi from 2023 to 2025. From 2022 to 2023, Matt worked at CFP Board as Director of Knowledge for Practice. From 2018 to 2022, he worked in a series of roles at The American College of Financial Services, culminating as the director of their CFP® and ChFC programs. From 2016 to 2018, he was a professor of personal finance at the University of Georgia. And, from 2016 to 2020, he created and produced the lighthearted personal finance show Nothing Funny About Money on NPR. Before switching careers to financial planning, Matt ran the psychology research consulting firm Beyond Berkeley and taught psychology and statistics courses at UC Berkeley and the University of Georgia.

Matt has a Ph.D. in social psychology from UC Berkeley, an MS in social psychology from the University of Georgia, and a BS in psychology with minors in statistics and history from the University of Florida.

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.

Miguel Sosa is the founding partner of Premia Global Advisors, LLC, a private wealth management advisory firm based in South Florida, serving multi-jurisdictional and multi-generational clients.

Previously, Mr. Sosa worked at Merrill Lynch for more than 30 years, most recently in its Private Banking and Investment Group, where he obtained his Global Institutional Consulting (GIC) Designation and served as a qualified Portfolio Manager. He was a member of the firm’s Advisory Council to Management from 2002 to 2005. Recently, Mr. Sosa served as a panelist on the Managing Investments in a Volatile, Low-Yield Environment session at the Global Private Wealth Summit, New York, April 2017.

Prior to joining Merrill Lynch, Mr. Sosa was a member of the U.S. Air Force. During his time of service, he received two Air Force Commendation medals.

He earned his B.A. from the University of Maryland. He holds the Certified Investment Management Analyst^® (CIMA^®) designation.

Zeev Fisher is a tax lawyer qualified in the UK, Portugal, Ireland, and Israel. He has also completed his qualification as an Enrolled Agent in the U.S. and is currently awaiting his license. A national of the UK, Romania, and Israel, Zeev is married and the proud father of two teenage daughters.

Born in 1980 in southern Israel to immigrant parents from Moldova and Belarus, Zeev grew up as a curious and bookish child in a hardworking family that moved often to build a new life. Though he faced social challenges, he found refuge in chess — winning his town’s adult chess championship and placing ninth nationally in his age group at just 12 years old.

Zeev studied law at Tel Aviv University and trained as a military lawyer, where he worked on landmark cases and became one of the youngest attorneys to appear before the Israeli Supreme Court. He later married a fellow army lawyer, and together they have two daughters.

His professional journey has been eclectic yet purposeful. Within a year of qualification, he became a partner at a small intellectual property (IP) law firm. In 2009, he co-founded a new IP firm — the first in Israel to open a UK office. After relocating to the UK in 2012, he launched a legal tech company in 2015, which he successfully exited in 2019.

In 2020, Zeev co-founded a U.S. intellectual property law firm that has since grown into a top 1% firm for trademark work, employing over 15 attorneys. Two years later, in 2022, he launched a tax firm in Portugal that has become the country’s leading expat law firm, now boasting a team of 13 exceptional lawyers.

Artur Saraiva is a distinguished global business leader and entrepreneurial innovator with a global career spanning key markets, bringing a wealth of international expertise to the complex world of global mobility. Having lived in five countries and holding advanced degrees in Quantitative Finance and Investment Banking from the University of Reading in the UK, Saraiva has established himself as a prominent expert in global mobility, real estate investments and international residency strategies.

In 2017, Saraiva founded Global Citizen Solutions, channeling his extensive international experience into a venture that addresses the evolving needs of global professionals and investors. His career is characterized by a deep commitment to helping individuals and organizations navigate the intricate landscape of international opportunities, with a specialized focus on developing comprehensive Plan B solutions for high-net-worth individuals and global entrepreneurs.

With an academic background in International Relations and having lived in multiple countries across three different continents, Joao Pacheco Gonçalves has long been fascinated by how the world connects. His first step into global affairs came during his experience at the Portuguese Embassy in China, sparking a career dedicated to freedom of movement.

Today, he combines that early diplomatic exposure with his Swiss asset management experience in advising institutional clients. His focus is bridging global mobility with private wealth strategies, helping high-net-worth individuals pair assets with alternative residencies and passports.