Brad Klontz is a CFP® professional with 12 years of experience and is part of the team at Occidental Asset Management, LLC. He has a long tenure with Coastal Clinics, Inc., where he has been involved since 2000. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a variety of analytical methods and integrates financial psychology and behavioral finance into its client education and coaching.

William Wright is a CFP®-certified financial advisor with 49 years of industry experience. He is currently with Infinity Financial Services Advisory and has also been associated with Guidance Financial Consultants, Inc. since 1982. His other business activities include involvement with fixed and life insurance through Guidance Financial Consultants. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, small businesses, and pension plans. The firm employs a range of investment strategies that combine fundamental, quantitative, technical, and modern portfolio theory approaches, serving clients through discretionary management tailored to their financial profiles.

Kyle Williams is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2013. He holds a Series 65 license and is based in Kapaa, Hawaii. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension plans, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with ESG screening options and offers customized portfolio management tailored to clients’ risk profiles and goals.

Gordon Yee is a financial advisor with United Planners Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at SCF Investment Advisors and SCF Securities, and has been involved with his own business, Yeecorp Insurance Services, since 1987. Outside of his advisory work, he serves as chair of the Kapaa Missionary Church in Hawaii. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Efrain Padilla Jr. is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses. He has experience from previous roles at firms including Citibank, Wells Fargo, and Pacific Western Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model that ties into Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Darren Schneck is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at SCF Investment Advisors, Inc. for 11 years before joining United Planners in 2024. Outside of his advisory role, Schneck serves as president of Capital Asset Management LLC, a tax flow-through entity based in Kapaa, Hawaii. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based options through its network of 477 independent investment advisor representatives.

Tyler Yee is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and six years of industry experience. His prior work includes roles at SCF Securities, Inc. and Bank of Hawaii. He is also president of YeeCorp Financial, a marketing entity related to his advisory work. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

Nina Alcala is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and one year of experience with the firm. Her prior roles include positions at Wintrust Financial Bank and Paramount Residential Mortgage Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering an integrated service model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base with a higher client-to-advisor ratio than many peers.

Christopher Rine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley and Cetera Advisors LLC. 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 advisory services with insurance, cash-management, and lending products.

Victor Adint is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 20 years of industry experience. He has been with Raymond James since 2009. Adint is also the owner of Adint & Associates LLC and serves as CEO of Adint, Ramaekers & Associates, a support company for his practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans and asset allocation with a significant portion of assets managed on a non-discretionary basis.

Christopher Miller is a CFP® professional with six years of industry experience. He is currently with Edward Jones since 2024, having previously worked at Bank of America, Merrill, and Elevations Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, access to managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Kyle Arron Morden is a financial advisor with Edward Jones, holding a Series 66 designation. He is located in Lihue, HI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Irene Carter is a Series 66-licensed financial advisor with Morgan Stanley, based in Lihue, HI, and has 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nylene Numazawa is a financial advisor with Edward Jones in Lihue, HI, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. Prior to joining Edward Jones in 2023, she worked at Bankoh Investment Services Inc., Bank of Hawaii, HawaiiUSA Federal Credit Union, Raymond James Financial Services, and First Hawaiian Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors.

Christopher Hochuli is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in long-term portfolio and liability management, including the identification and review of investment managers utilized by the group. Christopher is a portfolio manager who manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. With 27 years of experience advising high net worth clients, Christopher has expertise in estate planning, asset and liability management primarily serving physicians, attorneys, C-suite executives, entrepreneurs, and business owners. He joined Merrill Lynch in 1996, having previously worked at Bank of America Honolulu. Christopher holds a Bachelor's degree from Boston College and holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside his advisory role, Christopher serves on the board of Na Kama Kai, a foundation based in West Oahu. He is also a State Advisory Board member for the Trust for Public Lands and has previously been president of the board for the Waldorf Schools in Honolulu.

Kellyn Archer is a Series 66 licensed financial advisor with eight years of industry experience, currently with Raymond James Financial. Prior to joining Raymond James in 2020, Archer worked at Merrill Lynch from 2017 to 2020 and served in the Hawaii State Senate from 2015 to 2017. Outside of advisory work, Archer is involved with First Hawaiian Advisors, focusing on client servicing and acquisition through comprehensive financial planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and modeling tools to develop tailored recommendations while maintaining client decision authority.

Robert Lansdell is a financial advisor with Edward Jones in Kalaheo, Hawaii, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Lansdell is also a member of The Lansdell Co LLC, a commercial real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Cindie Jones is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement in entrepreneurial ventures such as Co Creating LLC. She has engaged in business activities outside of traditional advisory work, including managing a business entity unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Parry is a financial advisor with Equitable Advisors in Lihue, HI, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Mikal Moranz is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2022, he worked at Kauai Tent And Party Rental for five years and was affiliated with the University of Hawaii at Manoa for four years. 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 investment management solutions supported by an in-house research team.

Alek Ahana is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014 and also operates Kapaa Animal Clinic, a veterinary services business he has been involved with since 1997. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

James Lacey Jr. is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 65 credentials. He has 27 years of industry experience, including six years with Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2024. He is the owner of OMAO WM LLC, a financial practice based in Walnut Creek, CA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm uses proprietary research, planning tools, and simulation models to develop tailored client recommendations.

Marsha Mc Cubbins is a ChFC® and Series 66 credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is a limited liability partner in a commercial leasing business in Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers additional services such as trust options and securities-based lending.

Dana Reese is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, Dana worked at IBM from 1999 to 2017 and has held roles with the Department of Education and Kauai Community College. Dana has also been involved with Koloa Missionary Church and volunteer activities in the Kalaheo, HI area. 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, including discretionary and non-discretionary strategies, and supports its clients with a nationwide network of approximately 23,701 financial advisors.

Mariko Harper is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Bank of Hawaii and in timeshare resales. She has been involved in real estate transactions through Timeshare Resales Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment options, and fiduciary services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.