Abel Soares III

Andrew Robinson is the sole advisor at Robinson, Andrew, a state-registered independent firm located in Ewa Beach, HI. He holds Series 63 and Series 65 designations and has worked in investment services since 2024, including roles at Northwestern Mutual and experience in public finance and agricultural lending. Prior to his advisory career, he was involved with Robinson Family Farms LLC for eight years. Robinson, Andrew provides discretionary portfolio management focused on active trading for individual and high-net-worth clients. The firm uses algorithmic, AI-assisted strategies based on technical analysis of short-term market data to execute trades automatically under discretionary authority.

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 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and State Farm VP Management Corp. He is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs multiple methods of analysis and uses a broad range of investment tools, managing approximately $107 million with an emphasis on fiduciary responsibility and active due diligence of third-party managers.

Benjamin Kaplan is a financial advisor at Forthright Capital with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services and related entities. Kaplan is also the founder of AOK Tickets LLC, a business involved in facilitating the transfer of concert tickets and entertainment passes. Forthright Capital Advisory is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and using outside managers when appropriate.

John Hunn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Mutual of Omaha since 2020, prior experience at New York Life Insurance Company, and service in the US Army from 1995 to 2016. He is also licensed as an insurance agent, working with life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes third-party managers and a platform relationship with Envestnet to deliver managed solutions.

Kaponotuitalau Faitau is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of financial advising, he is the CEO of Pacific Island Cleaning, LLC, a commercial and residential cleaning business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.