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.

Dalton Forsythe is a financial advisor at TenCap Wealth Coaching with Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at MassMutual Life Insurance Company and MML Investors Services, and currently serves as CFO and board member of the Inclusive Sports Foundation, a nonprofit focused on inclusivity in sports for special needs individuals. He is also the Assistant Athletic Director of Name, Image, and Likeness (NIL) at Utah State University. TenCap Wealth Coaching provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and co-advisory services with third-party managers, operating from multiple offices and maintaining affiliations with other investment advisers and an insurance entity.

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.

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.

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.

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.

David Arakaki is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PlanMember since 2011 and also works with Chinen & Arinaga Financial Group, where he has provided financial advisory services since 2006. Outside of his advisory roles, Arakaki is involved in caregiving through the HMSA Quest Caregiver Program. PlanMember Securities Corporation provides retirement-plan advisory services, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach is based on a strategic asset allocation framework combined with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Martin Arinaga is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has served as a senior vice president and board member of Chinen & Arinaga Financial Group since 1992 and manages CAFG LLC, a commercial office leasing business. Additionally, he is actively involved in nonprofit work as president of the Central Oahu Senior Day Care Center and serves on the board of Walk with a Doc Oahu, a health-focused organization. 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 utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios tailored from conservative to aggressive risk profiles while offering education and support services to plan sponsors and participants.

Aran Hiromoto is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PlanMember since 2011 and is also vice president of Chinen & Arinaga Financial Group, where he has been involved since 1997. Hiromoto participates as a certified educator with National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

Cody Momohara is a CFP® professional with 15 years of industry experience. He is currently with PlanMember Securities Corporation and Chinen & Arinaga Financial Group. His prior experience includes roles at LPL Financial, Tao Investments Hawai'i, Tsukazaki & Associates LLC, and Commonwealth Financial Network. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

John Au is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Planmember Securities since 2011 and has maintained a longstanding role with Chinen & Arinaga Financial Group since 1997. Outside of his advisory work, Au volunteers as an organizer for Shoebox for the Homeless at the Kaneohe Community Family Center and serves as a certified financial education presenter for National Benefit Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education, support, and personalized retirement planning to plan sponsors and participants.

Calvin Taketa is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Brokers International Financial Services LLC since 2011 and Beneficial Financial Group since 2003. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management strategies across various asset classes.

Johnathan Lee is an advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at Chinen & Arinaga Financial Group, Inc., PlanMember Securities Corporation, and the Bank of Hawaii. Lee also serves as a certified educator for National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while providing education and support services, including seminars and personalized retirement planning.

John Turner is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Horter Investment Management and Karatbars. In addition to his advisory duties, he is a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Darin Leong is a financial advisor at PlanMember Securities Corporation with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chinen & Arinaga Financial Group since 2016. Additionally, he serves as a certified financial educator for National Benefit Services, conducting educational presentations. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process focuses on strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Alexander Lau is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked with Planmember since 2011 and also maintains a long-term association with Chinen & Arinaga Financial Group. Outside of his advisory roles, Lau serves as an accountant for Hope Chapel West Oahu and delivers financial education presentations as a certified educator for National Benefit Services, LLC. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Cindy Asuncion is a financial advisor with Planmember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Planmember since 2011 and concurrently serves as a financial advisor at Chinen & Arinaga Financial Group since 2001. Additionally, she conducts financial education presentations as a seminar 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 employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Daniel Peters is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PlanMember since 2016 and is also involved with Chinen & Arinaga Financial Group. Outside his advisory roles, he serves as a worship pastor at Moanalua Gardens Missionary Church and conducts financial education workshops for Hawaii Department of Education employees. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers education and support services including seminars, personalized planning, and separation counseling.

Brant Yoshida is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with PlanMember since 2011 and is also involved with Chinen & Arinaga Financial Group and Chuck's Steak & Seafood Restaurant. Additionally, he presents financial education seminars through 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 numerous plans. The firm uses a strategic asset allocation framework and risk-based mutual fund portfolios to guide investment decisions and offers educational support and personalized retirement planning to plan sponsors and participants.

Kent Okamura is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Chinen & Arinaga Financial Group and currently manages roles outside finance including ownership and management of a content creation business and an online retail sales company. Additionally, he is employed as a line cook at a local restaurant. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Lenn Yonemura is a financial advisor with Edward Jones in Mililani, HI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked with Kyoya Ohana LLC at The Royal Hawaiian and Sheraton Waikiki for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

Shawn Meneely is a Financial Advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds the Series 66 designation. Outside of his advisory role, Meneely is a partner in a business involved in the buying, selling, racing, and breeding of quarter horses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides a range of products including fee-based financial planning, portfolio management, and alternative investments.

Tara Holthus is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Prosperwell Financial from 2014 to 2017. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team that constructs model portfolios and provides both strategic and tactical solutions.

Sean Kleeman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Cetera since 2025 and previously held roles at Avantax Advisory Services and related entities from 2021 to 2025. Outside of his advisory work, Kleeman serves as a director of the Mililani Town Cluster 35 Homeowners' Association and is a board member and treasurer of the Central Oahu Senior Day Care Association. He is also the president of The Kleeman Corporation, a tax, bookkeeping, payroll, and business consulting firm, and has been involved with Amway Corporation since 2000. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers and model portfolios.

Steven Kira is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Highland Capital Brokerage. He is also the owner of Town & Country Golf, a business he has operated since 1981. 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 non-advisory product activities.

Tonya Bernhardt is a financial advisor with LPL Financial, holding a Series 65 designation. She is based in Mililani, HI, and is affiliated with a firm that has over 21,900 investment adviser representatives nationwide. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, institutions, and banks. The firm offers a broad range of programs including asset management, financial planning, retirement plan consulting, and specialized services like its Bank Wealth Program, managing over $819 billion in advisory assets.

Tracey Lyum is a financial advisor with LPL Financial in Aiea, Hawaii, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2014 and concurrently serves clients through Central Pacific Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, 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.

Brandon Wallis is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Edward Jones for 14 years before joining LPL Financial in 2025. Based in Mililani, HI, he is associated with Kupono Wealth Planning, a business activity related to his LPL practice. 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 accommodates both advisory and brokerage services tailored to client needs.

Sean Hite is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Buck Wealth Strategies, Madison Avenue Securities, AE Wealth Management, SPC, and Parkland Securities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, utilizing algorithmic tools alongside personalized review.

Tadahiro Meya is a Certified Financial Planner (CFP®) with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at the Department of Education Hawaii at Moanalua High School for three years. He also conducted a one-time per diem engagement with Punahou School in Honolulu. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

William Krzesinski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation. He is also the owner of WMK Capital Management, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent professionals and multiple account platforms.

Cristiana Ercoli is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she held roles at Hugo Boss Retail Inc and Ayming. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bernardo Equila Liu is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he spent ten years at Bank of Hawaii. He is the Nex Gen Director for FPA Hawaii, focusing on fostering inclusive communities and supporting the development of the next generation of CFP® professionals. Edward Jones is a full-service wealth management firm with more than 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, and operates under a fiduciary standard.

Bobby Gibbs is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 license and has been with Edward Jones since 2020. Prior to his current role, he worked at Hilton Grand Vacations from 2017 to 2019. Outside of advising, he owns a single-family rental property in Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vincenzo Di Nicolantonio is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cetera Investment Services LLC and American Savings Bank, as well as a five-year period at the Federal University of Rio de Janeiro. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, combining retirement and fiduciary services with a broad advisory platform.

Jose Maria Jimenez is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Edward Jones and First Allied Advisory Services. Outside of financial advising, he is a founding director of the nonprofit Next Step Foundation and manages a roofing contracting business in Hawaii. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a variety of advisor-managed accounts and third-party solutions.

Kanan Mehren is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he works as a freelance DJ for events such as weddings and birthday parties. J.P. Morgan Securities provides institutional consulting services to corporate and nonprofit clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Paul Shoji is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 credential. He joined Edward Jones in 2025 after ten years at Bank of Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Andrei Ichinose is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Cetera Investment Services, American Savings Bank, Bankoh Investment Services, Morgan Stanley, and Morgan Stanley Private Bank. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carissa Chang is a Series 66 licensed financial advisor with Raymond James Financial, based in Mililani, HI. She has two years of industry experience and previously held roles at First Hawaiian Bank and in administrative positions supporting financial services. 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 offers tailored financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis, firm research, and a broad affiliate network to support client needs.

Katrina Masada is a Series 66-credentialed financial advisor with Edward Jones, based in Mililani, HI. She has 15 years of industry experience and has been with Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Ronald Gregorio is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. He has been associated with First Hawaiian Advisors and First Hawaiian Bank since 2011, providing wealth, investment, and retirement planning services. Gregorio serves as a board member and head of the finance committee for the nonprofit Mental Health Kokua. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client profiling and supported by firm research and an extensive affiliate network.

Andrew Pike is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2010. Pike serves as an advisory board member for the National Christian Foundation Hawaii and is involved in financial ministry leadership and board roles with New Hope Christian Fellowship and New Hope O'ahu. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and investment approaches tailored by its advisors.

Stephen Sugai is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience, including 16 years with Lincoln Financial Securities Corporation prior to joining LPL Financial in 2024. 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 solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.