Kapena Kaumualii Lum

Zachary Debauche is a financial advisor at DFG Investments and Tax LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. In addition to his advisory role, he works in an administrative capacity at Just Accounting Inc and is on track to become an enrolled agent to prepare taxes for clients. DFG Investments and Tax LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a long-term investment approach based on cyclical and fundamental analysis and modern portfolio theory, operating mainly on a non-discretionary basis with regular portfolio reviews.

Travis Tazawa is a CFP® professional with nine years of experience in financial advisory. He is currently with Fiscal Wisdom Wealth Management LLC and has previously worked at Portsmouth-SmartLife Financial Group, AE Wealth Management, and Claraphi Advisory Network. Outside of his advisory work, he is involved with Milestone Coach Advisory Services, LLC, where he holds an executive role. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs tailored portfolio strategies and offers comprehensive planning across retirement, tax, estate, and business succession matters.

David Hall is a financial advisor at Peak Planning Group, LLC with 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining Peak Planning Group in 2020. He holds Series 63 and Series 65 credentials. Peak Planning Group, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm employs a long-term, fundamentals-based investment approach, managing approximately $710 million across several hundred client accounts.

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 based in Hilo, Hawaii. He holds a Series 66 designation and has 10 years of industry experience, working at Commonwealth since 2015. Outside of his advisory role, he owns a business that hosts video game events. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a wide range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.

Thomas Kalili is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Inc. and Prudential Insurance Company of America. He serves as Board Secretary for the Hilo Hawaiian Men's Golf Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.