Zachary Debauche is a financial advisor with DFG Investments LLC in Hilo, HI, holding a Series 66 designation and four years of industry experience. Prior to founding DFG Investments, he worked at Edward Jones and currently holds an administrative role at Just Accounting Inc, where he is preparing to become an enrolled agent and will begin tax preparation services next year. DFG Investments LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a sector-diversified individual equity strategy with long-term trading and analytical methods, delivering primarily non-discretionary advisory services.

Travis Tazawa is a CFP® professional with eight years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Hilo, HI. His prior roles include positions at Portsmouth-SmartLife Financial Group, AE Wealth Management, and Claraphi Advisory Network. He is also involved in business planning and insurance sales through his executive role at Milestone Coach Advisory Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, offering tailored portfolio construction with both active and passive strategies across various asset classes. The firm also delivers written financial plans, seminars, and cash-management options as part of its comprehensive service offering.

David Hall is a financial advisor at Peak Planning Group, LLC in Hilo, Hawaii, holding Series 63 and Series 65 licenses with 26 years of industry experience. He worked for Ameriprise Financial Services, Inc. for 22 years before joining Peak Planning Group in 2020. Peak Planning Group provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs an institutional investment approach combined with individual attention, utilizing a mix of active and passive investment vehicles and coordinating planning with clients’ other professionals.

Kelvin Lau is a CFP® with 33 years of industry experience and has been with The Strategic Financial Alliance, Inc. since 2005. He holds a Series 63 license and is based in Keaau, HI. Outside of his advisory work, he teaches Tai Chi for health. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, consulting, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Grant Omura is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he owns and hosts video game events in Hilo, Hawaii. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Lance Roberts is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 37 years of industry experience. His prior roles include long tenures at IC Advisory Services Inc and The Investment Center, Inc. Outside of advisory work, he operates a tax preparation and accounting business under the name Tietax in Hilo, Hawaii. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Thomas Kalili is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Inc. and Prudential Insurance Company of America. He serves as Board Secretary for the Hilo Hawaiian Men's Golf Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

David Omura is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Commonwealth since 2015. Outside of advising, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs including wealth management and retirement plan consulting. The firm provides a platform with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Jill Mark is a financial advisor with Ameriprise in Hilo, HI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create written Recommendation Reports delivered in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Barry Mark is a financial advisor with Ameriprise in Hilo, Hawaii, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a wholesale produce business specializing in avocado, lettuce, and taro. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tara Rowlette is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2016. Outside of her advisory role, she is a demonstrator for a crafting supply company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Michelle Victorine is a financial advisor with Edward Jones in Hilo, HI, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Kolby Akiyama is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Hilo, HI. He holds a Series 66 designation and has been in the financial industry since 2024. Prior to his advisory role, he held positions at Guardian Life Insurance Company and New York Life, and has experience in the hospitality sector, including at Restaurant Kenichi and Hilton Grand Naniloa Hotel. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

Boaz Yung is a financial advisor at Edward Jones with a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dwayne Mukai is a financial advisor with LPL Financial in Hilo, Hawaii, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with LPL Financial since 2006. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial product services.

Michael Chang is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he has acted as a fiduciary in personal capacities, including serving as executor of his father’s will and successor trustee for a family member. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

Justin Takeda is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Justin works closely with clients to develop personalized financial strategies tailored to their long-term goals, drawing on investment insights from Merrill and banking services through Bank of America. Born and raised in Hilo, Hawaii, Justin graduated from Hilo High School before earning a Bachelor's degree in music from the University of Puget Sound in Tacoma, Washington. He holds the Personal Investment Advisor (PIA) designation. Justin joined Merrill Lynch to work alongside his mother, a financial advisor, ultimately inheriting her client base as she retired. He has built his career on the foundation of his family’s involvement in finance and continues to be active in his community. In addition to his professional work, Justin maintains his passion for music, performing occasionally for friends and family. He also enjoys a variety of personal interests such as billiards, boxing, chess, running, singing, swimming, table tennis, and yoga. Justin values community participation and dedicates time to volunteering in the areas he serves.

Arthur Miho serves as Associate Resident Director and Wealth Management Advisor at Merrill Lynch, overseeing the Hilo office. He advises clients on creating individualized wealth management strategies focused on wealth accumulation, preservation, and transfer. His approach involves portfolio development, liability management, and asset preservation, with particular attention to ensuring a sustainable retirement income stream. Arthur began his career with Merrill Lynch in 1996 through the Professional Development Program, a two-year financial advisor training. He worked as a financial advisor in Honolulu for five years before relocating to Hilo in 2001 to expand financial advisory services and manage the office. Arthur holds a Bachelor of Business Administration degree in Accounting from the University of Hawaii's Shidler College of Business. His professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. His client focus areas include college education planning, divorce transition planning, executive compensation, family wealth management, and retirement income planning. Outside of work, Arthur enjoys baseball, basketball, biking, football, golfing, music, surfing, traveling, watching movies, and spending time with his family.

Francis Mcroberts is a financial advisor with Osaic Wealth, Inc. holding the CFP® and ChFC® designations and over 50 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 1997. Outside of his advisory role, he provides tax preparation and financial assistance related to divorce settlements and offers life coaching services that focus on helping clients with personal development alongside financial planning. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm employs a comprehensive investment process integrating risk tolerance, asset allocation, and portfolio optimization, and supports thousands of advisors and hundreds of thousands of clients with a broad range of investment programs and platforms.

Roberto Valencia is a financial advisor with Edward Jones in Hilo, HI, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Edward Jones in 2024, he worked at Allstate Insurance Company for six years and Nationwide for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Joyce Sato is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Merrill since 1978. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities and is integrated with Bank of America’s broader banking and capital markets platform.

Stacey Williams is a financial advisor with LPL Financial in Hilo, Hawaii, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Bankoh Investment Services and Bank of Hawaii. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team and combines large-scale advisory operations with additional product services such as insurance and credit solutions.

Elyse Robinson is a CFP® professional with 16 years of experience in financial advising, all of which have been with Edward Jones since 2010. She holds the Series 66 designation and is based in Hilo, HI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kate Wong is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Her prior positions include roles at the University of Hawaii at Hilo, First Hawaiian Bank, Morgan Stanley, and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Kapena Lum is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' individual stories to develop, implement, and manage wealth management plans tailored to their purposes. Kapena emphasizes delivering a personalized client experience and collaborates as a trusted advisor within his clients' teams. Kapena has extensive experience in small business and corporate retirement plan solutions and holds the Chartered Retirement Plans Specialist™ (CRPS™) designation. He and his team utilize the resources and institutional capabilities of Merrill Lynch to address the goals of both plan participants and sponsors. Kapena began his wealth management career with LPL Financial in 2003 and joined Merrill in 2022. He earned a Bachelor of Arts in Business Administration from the University of Hawaii at Hilo, where he was a member of the basketball team. Kapena lives in Hilo with his wife, Abby, and their three children. He and his family value and pursue their educational and personal passions.

Jonathan Sharp is a financial advisor at Cetera with a Series 66 credential and no prior industry experience. Before joining Cetera in 2025, he worked for Freeport McMoRan Copper and Gold for 14 years and has experience as an enrolled agent and tax preparer through his involvement with Comprehensive Financial Services. He plans to integrate tax-incentivized investment strategies into his advisory work by collaborating with Comprehensive Financial Services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with notable retirement and trust capabilities.

Calvin Uemura is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021. Outside of his advisory role, he is involved with Live Simply Collective, an organization active since 2020. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and government entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored recommendations and a broad affiliate network.

Dawn De Coito is a financial advisor at Edward Jones with 1 year of industry experience. She holds a Series 66 designation and has prior work experience at Hawaiian Telcom and various healthcare organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Carol Bell is a CFP® professional with 18 years of industry experience, currently serving at LPL Enterprise since 2024. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Better Money Decisions, and Schwab Private Client Investment Advisory. Outside of her advisory work, she teaches undergraduate and graduate finance courses at institutions including the American College of Financial Services and NYU School of Professional Studies, and serves on the board of the Cystic Fibrosis Foundation’s Arizona Chapter. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with discretionary implementation primarily through its wrap programs and TAMP sponsors.

Jonathan Countess is a financial advisor at Merrill with 38 years of industry experience. He has been with Merrill since 1995 and is also affiliated with Bank of America, N.A. since 2011. He holds Series 63 and Series 65 designations. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment management includes multiple program strategy types and emphasizes tax-efficient capabilities, supported by integration with Bank of America’s broader banking and capital-markets platform.

Barry Jensen is a financial advisor with LPL Financial in Hilo, Hawaii, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has been with LPL Financial since 2005. Jensen is also involved with LTCi Partners LLC, a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

Shane Reniker is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. His prior experience includes roles at Fidelity Brokerage Services, Lincoln Financial Advisors, and Union Bank. Outside of advising, he works as a patent attorney, serves as a FINRA arbitrator, and teaches as an adjunct professor at Southern New Hampshire University. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm is a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Keith Marrack is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2007. Outside of his advisory role, Marrack serves as Treasurer of the Hilo Jaycees, chairs the Woman & Money Conference for the YWCA, and participates on the Hawaii Community College Accounting Program Advisory Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies. The firm operates a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Sandra Tokuuke is a financial advisor with Merrill based in Hilo, Hawaii, holding Series 63 and Series 65 licenses and with 39 years of industry experience. She has been with Merrill since 1974 and has also worked at Bank of America, N.A. since 2011. Outside of her advisory role, she serves on the advisory board of the Ku’ikahi Mediation Center and is a committee member for the East Hawaii Fund within the Hawaii Community Foundation. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes tax-focused investment strategies and benefits from deep integration with Bank of America affiliates to support its trading, lending, and capital markets capabilities.

Paul Moon is a ChFC® credentialed financial advisor with 43 years of industry experience, currently practicing at LPL Financial since 2009. He is based in Hilo, HI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in selling fixed life and health insurance and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that accommodates both advisory and brokerage needs.

Robert Williams is a financial advisor with LPL Financial in Hilo, HI, holding a Series 63 designation and 30 years of industry experience. He has been with LPL Financial since 2005. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.

Joslyn Hoota is a financial advisor with OSAIC, holding a Series 63 designation and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, she spent 33 years with FSC Agency of Hawaii and FSC Securities Corporation. Outside of financial advising, she has been the administrator and co-owner of Hoota Dental Laboratory since 1987. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and advisory programs.