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Jason K
Series 63, Series 65
Honolulu, HI
Cetera
Jason Konno is a financial advisor with Cetera in Honolulu, HI, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company before joining Cetera and Bank of Hawaii in 2026. Outside of advisory roles, he is also licensed as an insurance agent in life, health, property, and casualty lines. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and bespoke strategies, overseeing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Christopher O
CFP®, Series 63
Honolulu, HI
Cetera
Christopher Otto is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has prior experience at Bankoh Investment Services, Inc., where he worked for over a decade. Outside of advisory work, he is involved in several nonprofit boards, including serving as chairman of PC Life, a board member and head of the financial assistance committee at the Hawaii Children’s Cancer Foundation, and president of the Securities Industry Association of Hawaii. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to third-party managers and bespoke strategies, overseeing more than $256 billion in assets with over 10,000 advisors.
Scott R
Series 63, Series 66
Honolulu, HI
Cetera
Scott Richardson is a financial advisor at Cetera with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at Bank of Hawaii, Central Pacific Bank, Liberty Mutual Insurance, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services and operates a multi-manager platform with over 10,000 advisors managing more than $256 billion in assets.
Josiah V
Series 66
Honolulu, HI
Cetera
Josiah Valencia is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked previously at Bankoh Investment Services, Inc. and American Savings Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Chang L
Series 63, Series 66
Honolulu, HI
Cetera
Chang Li is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Merrill, Bank of America, Charles Schwab, Scottrade, and Wind Information Hong Kong. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of model portfolios and third-party managers through a multi-manager platform.
Yoko F
CFP®, Series 63
Honolulu, HI
Cetera
Yoko Farias is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Cetera and has previously worked for Bankoh Investment Services, Inc for 24 years. Farias is based in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and affiliations.
Albert P
Series 63, Series 66
Honolulu, HI
Cetera
Albert Piena is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Ameriprise and Bankoh Investment Services, and he has been with Cetera since 2025. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.
Brysen S
Series 66
Honolulu, HI
Cetera
Brysen Sumida Lee is a financial advisor at Cetera in Honolulu, HI, holding a Series 66 designation with less than one year of experience. Prior to joining Cetera, Lee worked at Bank of Hawaii, Hawaii State Federal Credit Union, Pacific Guardian Life, and First Hawaiian Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting strategies from automated allocations to bespoke solutions.
Zoltan T
Series 63, Series 66
Honolulu, HI
Cetera
Zoltan Tasato Farkas is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at New York Life Insurance Company and The Prudential Insurance Company of America. Farkas is based in Honolulu, HI. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple investment platforms and third-party managers.
Jeri An Y
Series 66
Honolulu, HI
Cetera
Jeri An Yamamoto is a financial advisor with Cetera in Honolulu, HI, holding a Series 66 designation and bringing 25 years of industry experience. Her career includes multiple roles with Bankoh Investment Services, Inc., Voya Financial, and Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various program options.
Leena H
Series 66
Honolulu, HI
Cetera
Leena Howard is a financial advisor with Cetera in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Morgan Stanley and Bankoh Investment Services. Outside of her advisory work, she serves as a part-time property manager for a condominium. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.
Todd V
Series 63, Series 65
Honolulu, HI
Cetera
Todd Valoff is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes over two decades at First Republic Securities Co LLC and First Republic Bank, followed by roles at J.P. Morgan Securities and JP Morgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting various investment strategies and program structures.
Kent M
Series 63, Series 66
Honolulu, HI
Cetera
Kent Mannina is a financial advisor with Cetera, based in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and currently serves as a relationship manager for Bank of Hawaii, assisting clients with various banking services including account management and financial guidance. Cetera Investment Advisers LLC is an SEC-registered firm providing a broad range of investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers multiple program options and access to both affiliated and third-party managers, managing more than $256 billion in assets.
Lisl S
Series 66
Honolulu, HI
Cetera
Lisl Sonomura is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for four years and Merrill Lynch Pierce Fenner & Smith Inc for 18 years. Based in Honolulu, HI, she is also a sole proprietor of a rental property business outside of her advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across multiple program platforms and investment strategies.
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