Randol Leach

Andrew Burdick is the sole advisor at Burdick Wealth Management, LLC, an independent firm based in Kula, Hawaii. He holds a Series 65 designation and has 18 years of industry experience. Burdick has led his firm since its founding in 2013. Burdick Wealth Management is a fee-only, state-registered adviser serving primarily individual clients, as well as business entities, trusts, and a limited number of institutional clients. The firm focuses on individualized, long-term investing and employs a mix of fundamental and technical analysis, with the occasional use of leverage and derivatives for certain clients.

Jennifer Macedo is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Front Street Financial since 2021 and previously spent nine years at Equity Advisors of Kentucky. Macedo serves on the board of the Guilliom Family Foundation, a family-owned nonprofit. Front Street Financial is an independent, fee-only advisory firm that primarily serves individual clients as well as charitable organizations, corporations, and other businesses. The firm provides customized investment management and financial planning services, emphasizing non-discretionary portfolios guided by client objectives, risk tolerance, and tax considerations.

Sarah Bredhoff is a financial advisor with The Rice Partnership, LLC in Honolulu, HI. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has been with The Rice Partnership since 2016. The Rice Partnership serves individuals, including high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm offers tax-aware, long-term oriented investment programs customized to client objectives and supplements its core strategies with external managers and specialized offerings.

Cheryl Seifert is a CFP® with 30 years of industry experience, currently serving as an advisor at CAVU Wealth Management since 2019. She previously worked with Capital Financial Consultants Group and Independent Financial Group. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $175 million for about 340 clients and offers discretionary investment supervisory services using fundamental and technical analysis, mutual fund and ETF selection, asset-allocation frameworks, and derivatives strategies for hedging and opportunistic purposes.

Brian Thomas is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Southland Equity Partners since 2014 and also maintains a long-term affiliation with FSC Securities Corporation. In addition to his advisory roles, Thomas owns Fair Winds Wealth Management, where he manages client accounts. Southland Equity Partners, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Theodore Stiller is a Series 66-licensed financial advisor with 18 years of industry experience. He is affiliated with Primerica Advisors and has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he serves as a director for both the Maui Chamber of Commerce and the J Walter Cameron Center. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies alongside financial and business consulting.