Everett Lyle Johnson III

Andrew Burdick is the sole advisor at Burdick Wealth Management, LLC, an independent firm based in Kula, Hawaii. He holds a Series 65 designation and has 18 years of industry experience. Burdick has led his firm since its founding in 2013. Burdick Wealth Management is a fee-only, state-registered adviser serving primarily individual clients, as well as business entities, trusts, and a limited number of institutional clients. The firm focuses on individualized, long-term investing and employs a mix of fundamental and technical analysis, with the occasional use of leverage and derivatives for certain clients.

Eric Lee is a financial advisor with Lifelong Investment Management Services LLC in Wailuku, Hawaii. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Since 2011, he has been affiliated with Lifelong Investment Advisors, LLC. Outside of advisory work, he is involved with a family-run rental property business managed by his wife. Lifelong Investment Management Services provides investment management, personalized financial planning, investor coaching, and solicitation of third-party money managers to individuals, retirement plans, trusts, small businesses, and charitable organizations. The firm employs a passive-oriented investment approach focused on broad diversification and factor exposures, implementing client portfolios through written investment policy statements and generally operating on a non-discretionary basis.

Sarah Bredhoff is a financial advisor at The Rice Partnership, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with The Rice Partnership since 2016. The Rice Partnership, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations. The firm offers customized portfolios managed on a discretionary basis, combining a tax-aware, low-turnover U.S. equity core with active fixed-income management and global exposure through low-cost ETFs.

Michael Ottman is a CFP® with 30 years of industry experience, currently serving at Spectrum Asset Management Inc since 2013. He holds a Series 63 license and also works as a life and long-term care insurance agent in Paia, Hawaii. Spectrum Asset Management oversees approximately $640 million for around 305 clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a blend of fundamental, technical, and cyclical analysis through model portfolios tailored to client objectives, with a focus on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.

Cheryl Seifert is a CFP® with 31 years of industry experience. She has been with Cavu Wealth Management since 2019 and previously worked at Capital Financial Consultants Group and Independent Financial Group. Cavu Wealth Management serves a range of clients including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary investment supervisory services and financial planning, employing a mix of asset allocation, mutual funds, ETFs, option strategies, and risk-managed implementations across its multi-office footprint.

Brian Thomas is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Southland Equity Partners since 2014 and also maintains a long-term affiliation with FSC Securities Corporation. In addition to his advisory roles, Thomas owns Fair Winds Wealth Management, where he manages client accounts. Southland Equity Partners, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.