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Adrian H

Series 63, Series 65

Honolulu, HI

Cetera

Adrian Holmes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, Prudential Insurance, and New York Life. Outside of his advisory work, Holmes is the sole owner of Hale Hoop, a basketball training business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Diana B

Series 66

Honolulu, HI

Cetera

Diana Bowe is a financial advisor at Cetera with Series 66 registration and no prior industry experience. Her work history includes roles at American Savings Bank and Canon USA, Inc. She is based in Honolulu, Hawaii. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Evan K

Series 66

Honolulu, HI

Cetera

Evan Kagimoto is a financial advisor with Cetera in Honolulu, HI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at American Savings Bank, New York Life, and University of Hawaii at Manoa. Outside of finance, he has been involved with Hans Hedemann Surf School. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, incorporating both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cyrus B

Series 66

Honolulu, HI

Cetera

Cyrus Brunson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked at American Savings Bank and Battery Bill's. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Evan G

Series 66

Honolulu, HI

Cetera

Evan Grimes is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has prior work experience at American Savings Bank and Bank of Hawaii. Outside of finance, he has worked in the hospitality and tourism sectors, including roles at Alan Wongs Restaurant and Maui Zipline Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a range of program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Carmen I

Series 63, Series 66

Honolulu, HI

Cetera

Carmen Iao is a financial advisor with Cetera in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Cetera and Cetera Investment Services LLC since 2017 and previously worked at American Savings Bank and LPL Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Steven C

Series 66

Honolulu, HI

Cetera

Steven Cleveland II is a financial advisor with Cetera based in Honolulu, HI. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at American Savings Bank and has experience in the hospitality and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides multiple program options featuring both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Xin L

Series 66

Honolulu, HI

Cetera

Xin Lin is a financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, Lin worked at Ameriprise Financial and American Savings Bank. Lin also has a background in education, with several years at the University of Hawaii at Manoa and local schools. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Reid K

Series 66

Honolulu, HI

Cetera

Reid Kimura is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to joining Cetera in 2025, he worked at Oppenheimer from 2018 to 2024 and held roles at First Derivatives PLC and Stevens Institute of Technology. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Carrie M

Series 66

Honolulu, HI

Cetera

Carrie Masuoka is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and previously worked at American Savings Bank for 14 years. Carrie is based in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a 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 custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Philip P

Series 63, Series 66

Honolulu, HI

Cetera

Philip Pomella is a financial advisor with Cetera in Honolulu, HI, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has worked at Cetera since 2018 and previously spent four years at LPL Financial. Pomella serves as program manager and director of American Insurance and Investments at American Savings Bank and is a committee member on its retirement plan committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program platforms and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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