James 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 credentials and one year of experience with the firm. Her prior roles include positions at Wintrust Financial Bank and Paramount Residential Mortgage Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering an integrated service model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base with a higher client-to-advisor ratio than many peers.

Christopher Rine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley and Cetera Advisors LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines advisory services with insurance, cash-management, and lending products.