Joslyn Hoota

Zachary Debauche is a financial advisor with DFG Investments LLC in Hilo, HI, holding a Series 66 designation and four years of industry experience. Prior to founding DFG Investments, he worked at Edward Jones and currently holds an administrative role at Just Accounting Inc, where he is preparing to become an enrolled agent and will begin tax preparation services next year. DFG Investments LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a sector-diversified individual equity strategy with long-term trading and analytical methods, delivering primarily non-discretionary advisory services.

Travis Tazawa is a CFP® professional with eight years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Hilo, HI. His prior roles include positions at Portsmouth-SmartLife Financial Group, AE Wealth Management, and Claraphi Advisory Network. He is also involved in business planning and insurance sales through his executive role at Milestone Coach Advisory Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, offering tailored portfolio construction with both active and passive strategies across various asset classes. The firm also delivers written financial plans, seminars, and cash-management options as part of its comprehensive service offering.

David Hall is a financial advisor at Peak Planning Group, LLC in Hilo, Hawaii, holding Series 63 and Series 65 licenses with 26 years of industry experience. He worked for Ameriprise Financial Services, Inc. for 22 years before joining Peak Planning Group in 2020. Peak Planning Group provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs an institutional investment approach combined with individual attention, utilizing a mix of active and passive investment vehicles and coordinating planning with clients’ other professionals.

Kelvin Lau is a CFP® with 33 years of industry experience and has been with The Strategic Financial Alliance, Inc. since 2005. He holds a Series 63 license and is based in Keaau, HI. Outside of his advisory work, he teaches Tai Chi for health. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, consulting, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Grant Omura is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he owns and hosts video game events in Hilo, Hawaii. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Lance Roberts is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 37 years of industry experience. His prior roles include long tenures at IC Advisory Services Inc and The Investment Center, Inc. Outside of advisory work, he operates a tax preparation and accounting business under the name Tietax in Hilo, Hawaii. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.