Sean Umetsu is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Cetera and has worked within related firms since 2013. Outside of his advisory role, he is also involved in managing a rental property. 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 consulting services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Victoria Berry is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 66 designations and has worked in roles at Cetera, Hawaii State FCU, LPL Financial LLC, Central Pacific Bank, and First Hawaiian Bank. Berry's background also includes positions at the University of Hawaii at Manoa and a human resources firm, KumabeHR. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Daniel Krase is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. His prior roles include positions at J.P. Morgan Securities and Hawaii State Federal Credit Union. He is based in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

David Kimura is a financial advisor at Cetera with 27 years of industry experience. He has held roles at Cetera since 2024 and previously worked at Hawaii State Federal Credit Union and CUSO Financial Services. Kimura holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored 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 provides access to multiple investment platforms and third-party managers.