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® certificant with six years of industry experience, currently serving as the sole advisor at Front Street Financial in Lahaina, HI. She previously worked at Equity Advisors of Kentucky for nine years before founding her firm in 2021. Macedo serves on the board of the Guilliom Family Foundation, a nonprofit organization, and owns a separate business, Jennifer Macedo LLC. Front Street Financial provides financial planning and investment management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes a long-term, asset-allocation approach using fundamental analysis and modern portfolio theory, primarily offering non-discretionary portfolio management and utilizing third-party tools for held-away accounts and specialized strategies.

Sarah Bredhoff is a financial advisor at The Rice Partnership, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with The Rice Partnership since 2016. The Rice Partnership, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations. The firm offers customized portfolios managed on a discretionary basis, combining a tax-aware, low-turnover U.S. equity core with active fixed-income management and global exposure through low-cost ETFs.

Cheryl Seifert is a CFP® with 31 years of industry experience. She has been with Cavu Wealth Management since 2019 and previously worked at Capital Financial Consultants Group and Independent Financial Group. Cavu Wealth Management serves a range of clients including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary investment supervisory services and financial planning, employing a mix of asset allocation, mutual funds, ETFs, option strategies, and risk-managed implementations across its multi-office footprint.

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.