James Leslie Lacey Jr.

Brad Klontz is a CFP® professional with 12 years of experience and is part of the team at Occidental Asset Management, LLC. He has a long tenure with Coastal Clinics, Inc., where he has been involved since 2000. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a variety of analytical methods and integrates financial psychology and behavioral finance into its client education and coaching.

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.

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.

Tyler Yee is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and six years of industry experience. His prior work includes roles at SCF Securities, Inc. and Bank of Hawaii. He is also president of YeeCorp Financial, a marketing entity related to his advisory work. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

Nina Alcala is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations. She has been in the industry since 2023, with prior roles in mortgage and financial services firms including Paramount Residential Mortgage Group and Wintrust Financial Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Christopher Rine is a financial advisor with LPL Financial in Lihue, Hawaii, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, First Allied Advisory Services, and Cetera Advisors. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.