Steven Ludwig

Daniel Turner is the sole advisor at Akamai Wealth Management, LLC in Kailua, HI, holding a Series 65 license with five years of industry experience. He has worked in mortgage lending and insurance product sales alongside his advisory services, including roles as a mortgage loan originator and insurance agent. Turner also provides consulting on employee benefits and payroll through his sole proprietorship. Akamai Wealth Management is a single-owner firm serving individual clients, businesses, and qualified retirement plans with non-discretionary asset management, comprehensive financial planning, and annuity management. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo techniques to manage portfolios and offers limited-scope ERISA 3(21) services for retirement plans.

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.

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.

Oleg Ivanets is the sole advisor at Ivanets Investments LLC in Honolulu, HI. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he spent several years teaching courses at various universities and colleges. Ivanets Investments serves individuals and families—primarily those planning to relocate abroad or retire—by providing comprehensive financial planning, educational seminars, and consulting tailored to relocation objectives. The firm focuses on international macroeconomic analysis and cross-border risk assessment without managing client investment accounts or recommending specific securities.

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.