Steven Nakao is the sole advisor at Aloha Wealthcare Management, LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been involved with Net Hawaii, Inc. since 1995, where he serves as a pension administrator providing third-party pension plan services. Aloha Wealthcare Management offers investment advisory, financial planning, and consulting services to individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a non-discretionary investment approach that integrates fundamental, technical, and cyclical analysis with an emphasis on long-term asset allocation and periodic portfolio reviews.

We focus on providing honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life. We are comprised of our CEO who is a CPA/PFS, CFP and have psychologists on board for financial and life coaching to accompany our technical advising. Our founder, Abel Soares III, had the vision to build a group of member firms where he would be able to share and utilize his knowledge to give back to those trying to better themselves and their lives. As a devoted husband and proud father of two boys, Abel set out to start a business where he could build a legacy for his family and be available for his family and clients. Abel is part Native Hawai'ian; and he grew up in Southern California, Idaho, and Oahu, Hawai'i. Abel obtained his Masters in Accounting Taxation from Boise State University and went on to work for regional and international CPA and Consulting firms for over 5 years. In these roles, he learned a great deal about various types of business models, industries and the secrets to success. He started his own successful tax and consulting business after obtaining his CPA (Certified Public Accounting License), and soon after discovered his true passion in personal financial planning. After a total of 8 years in the accounting and financial arena, his vision began to grow on how he could best serve clients. Once he obtained his CFP (Certified Financial Planner) and PFS (Personal Financial Specialist) designations, his vision for Hui Malama Advisors LLC and the member firms started coming into focus. Along the way, he noticed that the biggest factor of effective financial management, outside of being educated about finances, was the individual's mindset. This meant that someone with expertise in addressing the human psyche was necessary to provide a more holistic approach to financial planning. Abel set out to find business partners who could help him turn his dreams into a reality. He naturally started with his best partner of all – his wife, Sadé - who is currently completing her doctoral degree in clinical psychology. Together, they made Abel’s vision a reality by incorporating both financial and life coaching; and Hui Malama Advisors LLC was born. Abel has paved his own path into the world of entrepreneur-ism and has also invested in other businesses. He looks forward to using his years of experience in financial planning, consulting, and accounting to assist you in living your most abundant life through The Hui Malama Advisors LLC member firms.

Nathan Graves is a financial advisor at Kipos Wealth with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and State Farm VP Management Corp. He is also licensed as an insurance agent, offering insurance products to clients. Kipos Wealth provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a multi-method analysis framework and manages a concentrated client base with an explicit ERISA fiduciary posture for retirement plan consulting.

Lyla Kristina Bonilla is a financial advisor at Opes Wealth Management, LLC with a Series 65 designation and experience in the industry since 2021. Her prior roles include positions at Cambridge Associates and Kamehameha Schools. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million across several hundred client relationships, offering customized portfolios primarily using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with a generally long-term orientation.

Benjamin Kaplan is a financial advisor with Forthright Capital Advisory in Ewa Beach, HI, holding a Series 66 designation and five years of industry experience. He previously worked at First Command Insurance Services and its affiliated entities from 2020 to 2023. Outside of his advisory role, he is the founder of AOK Tickets LLC, a business that facilitates the transfer of concert tickets and entertainment passes through online platforms. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and employee benefit plan services. The firm primarily employs a passive investment approach using index mutual funds and ETFs, applying Modern Portfolio Theory alongside other analytical methods.

Kaponotuitalau Faitau is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Merrill, and Bank of America. Outside of his advisory role, he is the CEO of Pacific Island Cleaning, LLC, a commercial and residential cleaning business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios tailored to individual, charitable, and corporate clients.

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Command Advisory Services and One Team One Fight Financial Group. Moreno is also involved with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and sector rotation, tailoring portfolios to client risk profiles.

Richard Park is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Osaic Wealth, Sagepoint Financial, and Royal Alliance. Outside of advisory work, he assists divorcing individuals with financial scenarios through his Certified Divorce Financial Analyst practice and organizes fundraising activities for a local Spartan training group. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house management and third-party asset managers, serving a broad client base including high-net-worth individuals.

Michael Marcum is a financial advisor with First Advisors National, LLC in Kapolei, HI. He holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of advisory work, he serves as a Senior Loan Officer at C2 Financial Corp in Honolulu. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on third-party money manager selection and tactical and strategic allocation, while also providing advice on individual securities and retirement planning.

Michael Takazono is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company, Ameriprise, Eagle Strategies, and Keene Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes third-party portfolio managers within model portfolios and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Brian Prentice is a financial advisor with Advisory Services Network, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Blue Note Hawaii and Ameriprise Financial Services, Inc. He serves on the board of a nonprofit focused on environmental awareness and sustainability education and provides tax preparation and planning services through HIFI Tax Strategies. Advisory Services Network supports individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement-plan consulting through a network of independent advisors. The firm offers tailored investment strategies across various asset classes and manages approximately $8.6 billion in client assets.

Kyle Phillips is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously served in the United States Army from 2020 to 2024. First Command Advisory Services serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers a structured 12-month Tailored Professional Services engagement alongside discretionary asset management through in-house model portfolios.

Michael Chinen is a financial advisor at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Chinen & Arinaga Financial Group since 2018. Outside of financial services, he was involved with Inspire International dba Inspire Church from 2013 to 2019. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios that range from conservative to aggressive.

Christopher Tucker is a Series 66 licensed advisor with First Command Advisory Services, where he has worked since 2015. He has 10 years of industry experience, primarily within the First Command family of companies, including roles at First Command Insurance Services and First Command Financial Planning. First Command Advisory Services serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements such as its Tailored Professional Services program and discretionary Asset Management Solutions.

Joel Kurata is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses. He has over five years of experience in the financial industry, including roles at American Pacific Mortgage and Barret Financial Group, as well as operating his own advisory practice. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

Gerardo Panetta is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with First Command in various capacities since 2007 and also serves in the U.S. Marine Corps. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and structured engagements with a focus on face-to-face financial coaching.

James Michishima is a CFP® with 27 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has held roles at several firms including Symetra Investment Services and Chinen & Arinaga Financial Group, and operates his own CPA practice. Michishima also lectures part-time at the University of Hawaii. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing a range of risk-based mutual fund portfolios and offering education and support through seminars and personalized planning. The firm acts as an ERISA Section 3(38) fiduciary and utilizes a top-down strategic asset allocation approach.

Giovanni Chau is a financial advisor with First Command Advisory Services in Aiea, HI. He holds Series 63 and Series 65 licenses and began his financial services career in 2025 following seven years of service in the US Air Force. First Command serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a 12-month cycle including written plans and periodic meetings.

Layne Takayama is a financial advisor at PlanMember Securities Corporation with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2011. Takayama also serves as Vice President and Treasurer on the board of Chinen & Arinaga Financial Group, where he has been involved since 1995. Additionally, he provides financial education presentations as a certified educator for National Benefit Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers various education and support services to plan sponsors and participants.

Yvonne Rubillos is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work history at University Hospital Regensburg and multiple First Command affiliated entities. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and delivers structured 12-month financial coaching engagements alongside discretionary portfolio management by an in-house investment team.