Martin Garrett Wheeler

Daniel Turner is a financial advisor at Akamai Wealth Management, LLC in Kaneohe, HI, with three years of industry experience. He holds a Series 65 designation and has experience in mortgage lending and insurance product sales through his roles at Geneva Financial, LLC and Akamai Retirement Concepts, LLC. Turner also provides consulting on employee benefits and payroll through his sole proprietorship, Akamai Business Benefits. Akamai Wealth Management is a single-owner advisory firm serving individuals, businesses, and qualified retirement plans. The firm provides non-discretionary asset management, comprehensive financial planning, and annuity management, utilizing various analysis methods and offering limited-scope ERISA 3(21) services and third-party manager program implementation.

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.

Andrew Glatzel is a financial advisor at Seacap Advisors, LLC in Honolulu, HI, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Seacap Advisors since 2015. Seacap Advisors is an independent, state-registered investment adviser serving individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary asset management and financial planning, using a mix of analytical methods and active trading strategies to construct portfolios aligned with clients’ goals and risk tolerance.