Nonkululeko Maphalala

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.

Francis Mcroberts is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 50 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1997. Outside of his advisory role, Mcroberts is involved in life coaching services that focus on helping clients with personal development and life planning beyond traditional financial advice. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and automated rebalancing to create diversified portfolios, utilizing multiple third-party platforms and managing both discretionary and non-discretionary accounts.

Jonathan Sharp is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Avantax Investment Services and Robert C. Kern EA, as well as over a decade at Freeport McMoRan Copper and Gold. He is also an enrolled agent and paid tax preparer involved in providing tax-incentivized investment strategies through a partnership with Comprehensive Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and $256 billion in assets under management.

Shane Reniker is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Ameriprise and has previously worked at firms including Fidelity Brokerage Services, Lincoln Financial Advisors, Union Bank, TIAA-CREF, NRP Advisors, Fidelity, and Merrill. In addition to his advisory role, he serves as an adjunct professor at Southern New Hampshire University, works as a FINRA arbitrator, and practices patent law. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.