William Wong is the principal of Investment Dynamics Consulting Group, LLC, an independent advisory firm. He holds the PFS™ designation and has 23 years of industry experience. Wong also serves as president of multiple non-investment businesses, including a CPA tax and accounting firm, a real estate development company, a family entertainment center, and certified professional employment organizations. Investment Dynamics Consulting Group provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm typically recommends diversified portfolios of mutual funds and ETFs on a non-discretionary basis, with formal reviews conducted at least annually.

John Gallagher is a ChFC® credentialed advisor with Integrated Wealthcare, LLC, where he has worked since 2023. He has one year of financial advisory experience and concurrently practices emergency medicine with Hawaii Emergency Physicians Associated. Integrated Wealthcare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, alongside high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with regular rebalancing.

Andre Lister is a financial advisor at ACP Investment Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Financial Advocates Investment Management, LPL Financial, and Signaline Investments. He is involved in other business activities including managing EAL Holdings LLC. ACP Investment Management is an SEC-registered adviser providing discretionary investment management, financial planning, and pension consulting services to pension and profit-sharing plans, pooled vehicles, charities, corporations, and individual investors. The firm offers tailored portfolios using a range of investment vehicles and places significant emphasis on retirement plan consulting and ERISA-specific services.

Adam Reugh is a financial advisor at ACP Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Advocates Investment Management since 2015 before joining Advisor Compliance Partners LLC in 2025. ACP Investment Management is an SEC-registered adviser serving a diverse client base that includes pension and profit-sharing plans, charities, corporations, and individual investors. The firm offers discretionary investment management, financial planning, and consulting services, with a focus on retirement plan consulting and ERISA-specific services.

Mark Johnson is a CFP® professional with 23 years of industry experience. He is currently with Western Wealth Management LLC, where he has worked since 2016, and has prior experience at LPL Financial, LLC and Business Consultants, Inc. He provides investment advisory services through Western Wealth Advisors, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple advisory programs.

Larry Mccabe is a financial advisor at Foundations Investment Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Insight Folios and AE Wealth Management. He is also the owner of Aloha Life & Retirement, Inc., where he provides investment advisory and insurance services. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios through a network of affiliated offices using model allocations and third-party sub-advisers, and it is affiliated with related financial and legal service entities.

Ferdinand Pernia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked with Wealthcare Advisory Partners, LLC, Independent Financial Partners, and PFG Advisors. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

Charles Cope is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Morgan Stanley, and Merrill Lynch. Based in Kailua Kona, HI, Cope is also involved in real estate rental activities outside of his advisory role. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by in-house research and a variety of investment strategies and delivery options.

Robert Chung is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked at Cetera, American Savings Bank, Bank of America, and Merrill. Outside his advisory role, his wife manages a vacation rental business in Kailua Kona, HI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large national network of financial advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Mast is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering investment insights and financial strategies to help clients achieve a worry-free retirement. With over 25 years of experience across various asset classes and market environments, Michael specializes in family wealth management, personal retirement planning, portfolio management, and services for endowments, foundations, and non-profits. Michael holds a Bachelor's Degree from the Wharton School of Business and is a Personal Investment Advisor (PIA). He is registered with FINRA Series 7 and 63, holds an NMLS ID 2021405, and has previous registrations including the FINRA Series 65 and membership in the Chicago Board of Trade and American Stock Exchanges. His practice emphasizes cost-effective and efficient financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals. Residing on the Big Island of Hawaii for the past 12 years, Michael enjoys outdoor activities such as tennis, pickleball, swimming, fishing, and bodyboarding. He values the year-round exceptional weather and the variety of outdoor pursuits available in his community.

Michael Breen is a Private Wealth Advisor and a founder of the Arbogast, Breen and Olmo Group within Merrill Private Wealth Management. In this role, he directs integrated strategies and offerings tailored to a select group of ultra-high-net-worth clients, reflecting the unique goals and objectives of each individual and family. Mike has over two decades of experience advising entrepreneurs, corporate executives, and venture capital principals, focusing on specialized areas such as pre-and-post IPO strategies, concentrated and restricted stock management, mergers, private sales, and tax-sensitive wealth transfer. Since beginning his financial services career at Morgan Stanley in 1997, and joining Merrill in 1999, he has developed expertise in helping clients deploy, grow, and preserve their wealth effectively. He holds a Bachelor of Science degree in Finance from Santa Clara University, where he was a member of the varsity golf team. Outside of his professional work, Mike is an avid triathlete and golfer. He is a member of the Olympic Club in San Francisco and lives in Kailua Kona with his wife Cathy and their three children.

Dale Suezaki is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Taylor Easley is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. He previously worked for Raymond James Financial Services for 16 years and has been involved with various business entities including Easley Corporation and Easley Wealth Management. Outside of advising, he has owned Easley Corporation since 1996. 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 range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial product services.

Gregory Molfino is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors and BancWest Investment Services. Outside of his advisory role, he owns Island Links Hawaii LLC, a business focused on golf travel and instruction. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, with an emphasis on tailored advice and a broad affiliate network supporting municipal and institutional clients.

Enock Freire is a financial advisor with Ameriprise in Kailua Kona, HI, holding Series 63, 65, and 66 credentials and 16 years of industry experience. His prior roles include positions at Bankoh Investment Services, LPL Financial, Central Pacific Bank, Cetera Investment Services, and American Savings Bank. He is also the owner of Quantify LLC, a flow-through entity managing financial compensation from his advisory practice. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Garrett Bland is a financial advisor with Morgan Stanley in Kailua Kona, HI, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of advising, he is the founder of The Mr & Mrs GQB Foundation, which supports charitable activities. Morgan Stanley Wealth Management provides a comprehensive range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a broad suite of investment services, combining advisory and brokerage capabilities.

Mia Nakagawa is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at Securities America Inc since 2017, following prior roles at National Planning Corporation and Securities America Advisors. 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 range of investment solutions supported by an in-house research team, delivering services through a broad network of investment adviser representatives.

Michael Petrosian is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and previously worked at Raymond James Financial Services and National Planning Corporation. Petrosian is also involved with Impact Wealth of Hawaii LLC, a business entity related to tax and investment purposes. 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Han Ming Lin is a CFP®-certified financial advisor with Morgan Stanley, where he has worked since 2016. He has 32 years of industry experience, including 17 years at Merrill prior to joining Morgan Stanley. Outside of his advisory role, he owns Lin Farm, an agricultural business in Duarte, California. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

William Cork is a Series 66 credentialed financial advisor with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Cassidy Tepper is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2014. Outside of advising, Cassidy is involved in agriculture through ownership of Kona Winds Coffee Company and provides consulting services with Hanahoa LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Micah Wang is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and has six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America, Inc. for five years and Anderson Wealth Planning, Inc. for two years. He also has experience with the University of Hawaii and Shorebreak Church. 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 range of investment solutions supported by an in-house research team, with flexible delivery options tailored to client needs.

Aaron Cork is a Series 66-licensed financial advisor with Edward Jones in Kailua Kona, HI, bringing four years of industry experience. Before joining Edward Jones in 2021, he worked for eight years with the City of Redmond Police Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Carey is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His background includes roles in physical therapy and healthcare, as well as operating a car rental business. Carey also serves as an adjunct faculty member at Hawaii Pacific University, delivering lectures on financial wellness to Doctor of Physical Therapy students, and is an advisory board member for a telehealth platform. 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 nationwide network of financial advisors and branch offices.

Jerry Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is co-owner of Beautiful You MD Aesthetics in Kailua Kona, HI. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Scott Ast is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Raymond James Financial Services Advisors and National Planning Corporation. Ast is also involved with Impact Wealth, a business entity connected to his advisory activities. LPL Financial serves a broad range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various advisory and brokerage services supported by an internal research team and a large network of investment adviser representatives.

Kyle Woods is a financial advisor at Edward Jones with ten years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and National Planning Corporation. Woods has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Terry Allen is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he is involved in several private aircraft partnerships and ownerships, as well as businesses related to vacation house rentals, fishing cabins, and private boat maintenance. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Joshua Countess is a financial advisor at Merrill with the Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2014 and is also affiliated with Bank of America, N.A. since 2017. 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 strategies and a range of manager-constructed portfolios, supported by its integration with Bank of America and its capital-markets platform.

Esai Easley is a financial advisor with LPL Financial and holds a Series 66 designation. He has experience working at Raymond James Financial Services, Easley Wealth Management, and various organizations including Grand Canyon University and Sporting Kansas City. Easley is based in Kailua Kona, HI. LPL Financial provides advisory and brokerage services to a diverse client base that includes individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Jason Hauanio is an Associate Resident Director and Wealth Management Advisor specializing in wealth management strategies. He focuses on creating customized plans that address wealth accumulation, preservation, and transfer, incorporating portfolio development, liability management, tax minimization, and asset preservation with an emphasis on securing reliable lifetime retirement income streams. He also provides services to business owners, including cash management, group benefit plans, and financing solutions through Bank of America, N.A. He holds a Bachelor's degree and a Master's degree in Finance from the University of Hawaii at Manoa. Jason possesses several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in Japanese and English and is involved with organizations such as Innovations Public Charter School Foundation and Kona Hospital Foundation. Outside of his professional work, Jason spends time with his family, and his personal interests include surfing and traveling.