Kanan Mehren

Dalton Forsythe is a financial advisor at TenCap Wealth Coaching with Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at MassMutual Life Insurance Company and MML Investors Services, and currently serves as CFO and board member of the Inclusive Sports Foundation, a nonprofit focused on inclusivity in sports for special needs individuals. He is also the Assistant Athletic Director of Name, Image, and Likeness (NIL) at Utah State University. TenCap Wealth Coaching provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and co-advisory services with third-party managers, operating from multiple offices and maintaining affiliations with other investment advisers and an insurance entity.

Darrell Avery is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes 23 years at Bankoh Investment Services, Inc., followed by roles at Ameriprise Financial Advisors Inc. and American Savings Bank. He is based in Wahiawa, HI. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with diverse program structures and custodial arrangements.

Steven Kira is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Before joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 16 years and Highland Capital Brokerage for 20 years. He is also the owner of Town & Country Golf, a business he has operated since 1981. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and integrated technological tools.

William Krzesinski is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he is the owner of WMK Capital Management, where he acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.

Stephen Sugai is a financial advisor at LPL Financial with 52 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Signator Investors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad network of over 22,800 advisors.