William John Sullivan

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.

Eric Lee is the sole advisor at Lifelong Investment Management Services LLC in Wailuku, HI, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Lifelong Investment Advisors, LLC since 2011 and has been a licensed individual insurance agent since 2009. Outside of advising, he is minimally involved in a rental property business managed by his wife. Lifelong Investment Management Services provides investment management, personalized financial planning, investor coaching, and solicitation of third-party money managers to individuals, retirement plans, trusts, small businesses, and charitable organizations. The firm uses an institutional, passive-oriented investment approach focused on broad diversification and factor exposures, generally operating on a non-discretionary basis with client approval required before trades.

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.

Gayle Long is a financial advisor at Southland Equity Partners, LLC with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corporation and OSAIC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, 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.

Arthur Austin is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Buck Wealth Strategies since 2022 and has experience with AE Wealth Management and Madison Avenue Securities. He is also involved in insurance sales and services through E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach, focusing on tactical asset allocation and sector rotation through equities, ETFs, and fixed income.

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.