Jason Lloyd Wong

As a Registered Investment Advisor (RIA), Martin Garrett provides both comprehensive financial planning and investment management under one roof. This coordinated approach allows us to align your investments with your broader life goals—helping you build long-term financial confidence while managing risk along the way. We believe financial planning should be personal, not generic. That’s why we take the time to understand your current situation, your priorities, and what matters most to you before developing a strategy tailored to your life. Our role goes beyond managing investments—we help organize the bigger financial picture so all the moving parts work together. Most people have a CPA, investment advisor, insurance agent, and estate attorney all working separately. Unfortunately, that often leads to gaps, missed opportunities, and strategies that unintentionally conflict with one another. At SEA, we help coordinate taxes, investments, risk management, and estate planning into one integrated strategy centered around your goals. We primarily work with business owners, professionals, and families seeking thoughtful, long-term guidance—not just investment management or one-time transactions. Whether you’re getting financially organized for the first time or managing a more complex situation, our goal is to simplify the process and provide clear direction. The best first step is simply a conversation to determine whether we’re the right fit for one another.

Daniel Turner is a financial advisor at Akamai Wealth Management, LLC in Kaneohe, HI, holding a Series 65 credential with five years of industry experience. His work history includes roles at Geneva Financial, LLC, mortgage lending activities, and consulting on employee benefits and payroll through his sole proprietorship. Turner is also involved in insurance product sales and mortgage loan origination as part of his other business activities. Akamai Wealth Management provides non-discretionary asset management, financial planning, and consulting services for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm’s investment approach incorporates fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo modeling, while also offering pension and profit-sharing plan consulting and college-planning guidance.

Lesley Brey is a CFP® and CFA® with 29 years of industry experience, operating as the sole advisor at L.J. Brey, Inc. since 1996. She serves as a Regent at Chaminade University of Honolulu, participating in governance discussions since 2014. L.J. Brey, Inc. provides fee-only financial planning and discretionary investment management focused on aligning investment decisions with retirement, cash flow, estate, and legacy goals. The firm emphasizes long-term equity exposure, broad diversification, low cost, and periodic rebalancing using institutional-class mutual funds, tailoring each client’s Investment Policy to their specific objectives and risk tolerance.

Jeffery Margolf is a CFA® charterholder and registered financial advisor affiliated with Tangent Financial in Honolulu, HI. He has two years of industry experience and has held roles at Bank of Hawaii, Western Veterinary Partners LLC, Nutrien Ag Solutions, Partners Group AG, and Bank of America Merrill Lynch. Outside of his advisory work, he serves as Director of Corporate Development at Western Veterinary Partners, overseeing the acquisition process of veterinary clinics. Tangent Financial provides financial planning, retirement-plan advice, and discretionary portfolio management to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, cyclical, and charting analyses within a Modern Portfolio Theory framework, incorporating scenario analysis and stress testing, and offers customized strategies including digital currencies and alternative investments.

Gregory Gunther is a financial advisor at The Retirement Optimization Group, LLC in Honolulu, HI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing insurance services through Island Estate Services since 2008. The Retirement Optimization Group provides financial consulting and estate-planning support primarily to individual and high-net-worth clients, referring investment accounts to third-party money managers rather than directly managing assets. The firm offers educational seminars and uses a referral-based model while delivering various planning tools and limited-scope estate planning support.

Colin Teraoka is a financial advisor at Alakai Securities Inc. in Honolulu, HI, with two years of industry experience. He holds a Series 65 designation and has a career background that includes leadership roles in several affiliated businesses providing captive insurance management, accounting and tax services, and life insurance products. Alakai Securities Inc. operates as a single-advisor independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides financial planning and consulting, primarily referring clients to a third-party money manager for portfolio management through the Morgan Stanley Professional Alliance.