Jennifer Chun is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She spent 20 years at Royal Alliance Associates, Inc. before joining Ameriprise in 2025. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise.

Eriko Hayakawa is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joshua Kobayashi is a financial advisor with Ameriprise in Pearl City, HI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Hawaiian Bank and the University of Hawaii at Manoa. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted advice primarily for clients with Ameriprise-managed accounts.

Parker Wong is a financial advisor at Ameriprise with seven years of experience, including one year as a licensed advisor. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise in 2019, he worked at Pacific University for four years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Megan Masuno is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Matthew Hirokane is a CFP® credentialed financial advisor with four years of industry experience, currently serving clients at Ameriprise in Kailua, HI. His prior experience includes roles at MUFG Union Bank, Raymond James Financial Services, and First Hawaiian Bank. He serves on the Board of Directors for the Honolulu Professionals Foundation and receives residuals as a former actor. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ty Tirpak is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked for Accuity LLP before joining Ameriprise in 2018. Based in Honolulu, HI, he has been with Ameriprise in various capacities since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonah Ching is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for eight years at BMW of Honolulu. He is also a commissioned Notary Public appointed by the state of Hawaii. Ameriprise serves high-net-worth individuals, particularly those nearing or in retirement, offering a retirement-income planning service that integrates comprehensive financial analysis and tax-smart withdrawal strategies. The firm combines research and algorithmic tools with personalized advisory to support clients’ retirement planning.

Sarah Young is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, Young serves as Vice President on the Board of Directors for Chinatown 808, a community organization in Honolulu. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and a blend of algorithmic and human oversight.

Stephen Kugisaki is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. He worked at Edward Jones for nine years before joining Ameriprise in 2022. Kugisaki has involvement in real estate ownership unrelated to his investment advisory work. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement-income advice.

David Matsushita is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Matsushita serves on the Board of Directors for the Young Business Council in Honolulu and operates a consulting business providing advice on Medicare supplemental plans, as well as a transportation service for non-emergency medical patients. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with a focus on managed accounts and algorithmic-supported planning.

Aaron Ihori is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily those with substantial investable assets.

Steven Gum is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Valerie Schmidt is a CFP® and ChFC® with 28 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as President of the University of Hawaii Women's Basketball Booster Club and provides nonfinancial guidance related to spiritual alignment and personal development. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Robin Liu is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Daniel Robertson is a CFP®-certified financial advisor with Ameriprise in Honolulu, HI, with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns a single-family property in Honolulu. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing management of assets within Ameriprise accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

Patrick Daily is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Wachovia Securities Financial Network for nine years. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Kim is a financial advisor at Ameriprise in Honolulu, HI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Wells Fargo Advisors and First Hawaiian Bank. He also holds a real estate license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning and tax-aware withdrawal strategies.

David Hirokane is a financial advisor with Ameriprise in Kailua, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored Recommendation Reports that address income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools to generate and review recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Jesse Wilson is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he serves on the Board of Directors for Family Promise of Hawaii. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered through a centralized consulting team.

Sandra Smiley is a financial advisor with Ameriprise in Kaneohe, HI, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets held in Ameriprise Managed Accounts.

Rhodora Pagay is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2016. Based in Honolulu, HI, she currently serves clients through Ameriprise’s institutional platform. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Yee is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in real estate management through ownership of 11th Floor LLC in Honolulu. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Clark Dorman is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and over 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 1985. Dorman is involved with the Foundation for Financial Planning, where he provides pro bono financial planning services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Keone James Machida is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services and New York Life in various roles since 2018. Prior to his financial services career, he spent two years employed at Chuck's Steakhouse. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and annual retirement-income planning advice based on proprietary research and third-party data.

Ryan Inouye is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves on the Board of Directors for the American Marketing Association - Hawaii Chapter and is Vice Chair of External Affairs at Hina Mauka. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a large institutional platform that includes advisory, brokerage, and insurance solutions.

Derek Williams is a financial advisor with Ameriprise based in Kailua, HI, holding a Series 66 designation and 21 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he has non-investment-related real estate ownership in Kailua. 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 deliver tailored recommendation reports.

Tristen Tasato is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Ameriprise, Tristen worked in various roles including at the University of Hawaii Manoa and Sams Club. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.

David Livingston is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Livingston owns a business involved in direct mail, advertising, event planning, and photography, and he serves on several community and nonprofit boards including Junior Achievement and the March of Dimes. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Scott Endow is a financial advisor with Ameriprise in Mililani, HI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns Wela Apparel, a social media marketing and inventory production business, and is involved in marketing for Sweet Everythings, a food service venture. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jason Kiyosaki is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sagepoint Financial, Bankoh Investment Services, and Bank of Hawaii. Outside of advisory roles, he has been involved with Ritas of Hawaii since 2018. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Trevor Yee is a financial advisor with Ameriprise Financial Services in Honolulu, HI, holding a Series 66 designation and six years of industry experience. His background includes roles at Ameriprise since 2019 and a prior position at Chuck's Steakhouse in 2017. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies. The firm's approach combines internal investment research with third-party data and algorithmic tools to deliver customized retirement recommendations.

Chad Adams is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Adams serves as President-Elect of the Waikiki Rotary Club and is a board member of the Sales and Marketing Executives Honolulu. He also holds a passive investment role in Upstream Tax Partners. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Ashley Kikawa is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior roles include positions at Wells Fargo Clearing, Raymond James & Associates, and UBS Financial Services. She is a member of the Make a Wish Young Leaders Board. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes tailored Recommendation Reports addressing income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering centralized, non-discretionary retirement-income recommendations.

Wayne Kaneta is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement‑income planning focused on dependable income sources and tax‑aware withdrawal strategies.

Jordan Izumi is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Ameriprise in Honolulu, HI, having previously spent over a decade at Crossmark Global Investments and Crossmark Distributors. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jin Yoon Chu is a financial advisor at Ameriprise in Honolulu, HI, holding a Series 63 designation and with 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured approach, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.