Shawn R Meneely

Andrew Robinson is the sole advisor at Robinson, Andrew, a state-registered independent firm. He holds Series 65 and Series 63 licenses and has experience in agriculture and public finance, including eight years with Robinson Family Farms LLC and a year with the Hawaii Department of Agriculture. He also worked at Northwestern Mutual in investment services and life insurance. Robinson, Andrew offers discretionary portfolio management focused on active, systematic, short-term trading using AI-assisted technical analysis of large-cap stocks and ETFs. The firm serves individual and high-net-worth clients, executing algorithmic strategies under discretionary authority with an emphasis on real-time signals and avoiding intentional sales at a loss.

Steven Nakao is the sole advisor at Aloha Wealthcare Management, LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been involved with Net Hawaii, Inc. since 1995, where he serves as a pension administrator providing third-party pension plan services. Aloha Wealthcare Management offers investment advisory, financial planning, and consulting services to individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a non-discretionary investment approach that integrates fundamental, technical, and cyclical analysis with an emphasis on long-term asset allocation and periodic portfolio reviews.

We focus on providing honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life. We are comprised of our CEO who is a CPA/PFS, CFP and have psychologists on board for financial and life coaching to accompany our technical advising. Our founder, Abel Soares III, had the vision to build a group of member firms where he would be able to share and utilize his knowledge to give back to those trying to better themselves and their lives. As a devoted husband and proud father of two boys, Abel set out to start a business where he could build a legacy for his family and be available for his family and clients. Abel is part Native Hawai'ian; and he grew up in Southern California, Idaho, and Oahu, Hawai'i. Abel obtained his Masters in Accounting Taxation from Boise State University and went on to work for regional and international CPA and Consulting firms for over 5 years. In these roles, he learned a great deal about various types of business models, industries and the secrets to success. He started his own successful tax and consulting business after obtaining his CPA (Certified Public Accounting License), and soon after discovered his true passion in personal financial planning. After a total of 8 years in the accounting and financial arena, his vision began to grow on how he could best serve clients. Once he obtained his CFP (Certified Financial Planner) and PFS (Personal Financial Specialist) designations, his vision for Hui Malama Advisors LLC and the member firms started coming into focus. Along the way, he noticed that the biggest factor of effective financial management, outside of being educated about finances, was the individual's mindset. This meant that someone with expertise in addressing the human psyche was necessary to provide a more holistic approach to financial planning. Abel set out to find business partners who could help him turn his dreams into a reality. He naturally started with his best partner of all – his wife, Sadé - who is currently completing her doctoral degree in clinical psychology. Together, they made Abel’s vision a reality by incorporating both financial and life coaching; and Hui Malama Advisors LLC was born. Abel has paved his own path into the world of entrepreneur-ism and has also invested in other businesses. He looks forward to using his years of experience in financial planning, consulting, and accounting to assist you in living your most abundant life through The Hui Malama Advisors LLC member firms.

Nathan Graves is a financial advisor at Kipos Wealth with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill and State Farm VP Management Corp from 2015 to 2023. Graves also operates as an insurance agent, offering insurance products to firm clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including alternatives and sophisticated instruments, and manages both discretionary and non-discretionary accounts.

Benjamin Kaplan is a financial advisor at Forthright Capital with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services and related entities. Kaplan is also the founder of AOK Tickets LLC, a business involved in facilitating the transfer of concert tickets and entertainment passes. Forthright Capital Advisory is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and using outside managers when appropriate.

John Hunn is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Mutual of Omaha, he worked at New York Life Insurance Company and served in the US Army for 21 years. Outside of advising, he is also an insurance agent specializing in life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party money managers.