Abel Soares III

Steven Nakao is the sole advisor at Aloha Wealthcare Management, LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been involved with Net Hawaii, Inc. since 1995, where he serves as a pension administrator providing third-party pension plan services. Aloha Wealthcare Management offers investment advisory, financial planning, and consulting services to individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a non-discretionary investment approach that integrates fundamental, technical, and cyclical analysis with an emphasis on long-term asset allocation and periodic portfolio reviews.

Nathan Graves is a financial advisor at Kipos Wealth with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and State Farm VP Management Corp. He is also licensed as an insurance agent, offering insurance products to clients. Kipos Wealth provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a multi-method analysis framework and manages a concentrated client base with an explicit ERISA fiduciary posture for retirement plan consulting.

Lyla Kristina Bonilla is a financial advisor at Opes Wealth Management, LLC with a Series 65 designation and experience in the industry since 2021. Her prior roles include positions at Cambridge Associates and Kamehameha Schools. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million across several hundred client relationships, offering customized portfolios primarily using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with a generally long-term orientation.

Benjamin Kaplan is a financial advisor with Forthright Capital Advisory in Ewa Beach, HI, holding a Series 66 designation and five years of industry experience. He previously worked at First Command Insurance Services and its affiliated entities from 2020 to 2023. Outside of his advisory role, he is the founder of AOK Tickets LLC, a business that facilitates the transfer of concert tickets and entertainment passes through online platforms. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and employee benefit plan services. The firm primarily employs a passive investment approach using index mutual funds and ETFs, applying Modern Portfolio Theory alongside other analytical methods.

Kaponotuitalau Faitau is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Merrill, and Bank of America. Outside of his advisory role, he is the CEO of Pacific Island Cleaning, LLC, a commercial and residential cleaning business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios tailored to individual, charitable, and corporate clients.

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Command Advisory Services and One Team One Fight Financial Group. Moreno is also involved with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and sector rotation, tailoring portfolios to client risk profiles.