Cindie Kay Jones

Brad Klontz is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Occidental Asset Management, LLC in Lihue, HI. He has been involved with Coastal Clinics, Inc. for over 26 years. Occidental Asset Management, LLC is an independent registered investment adviser managing approximately $1.07 billion for around 908 clients, primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management along with wealth management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis in its investment strategies.

William Wright is a CFP®-certified financial advisor with 49 years of industry experience. He is currently with Infinity Financial Services Advisory and has also been associated with Guidance Financial Consultants, Inc. since 1982. His other business activities include involvement with fixed and life insurance through Guidance Financial Consultants. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, small businesses, and pension plans. The firm employs a range of investment strategies that combine fundamental, quantitative, technical, and modern portfolio theory approaches, serving clients through discretionary management tailored to their financial profiles.

Kyle Williams is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Abacus Wealth Partners since 2013. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, trusts, and institutional clients. The firm employs an asset-class investing approach based on academic research, using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors such as private placements and illiquid private investments.

Gordon Yee is a financial advisor with United Planners Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at SCF Investment Advisors and SCF Securities, and has been involved with his own business, Yeecorp Insurance Services, since 1987. Outside of his advisory work, he serves as chair of the Kapaa Missionary Church in Hawaii. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Efrain Padilla Jr. is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and two years of industry experience. His prior work includes roles at Empower Financial Services, Regions, Pacific Western Bank, Citibank, Xnergy Financial, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Darren Schneck is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at SCF Investment Advisors, Inc. for 11 years before joining United Planners in 2024. Outside of his advisory role, Schneck serves as president of Capital Asset Management LLC, a tax flow-through entity based in Kapaa, Hawaii. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based options through its network of 477 independent investment advisor representatives.