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Annette P

Series 63, Series 65

Honolulu, HI

Cetera

Annette Printers is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 20 years of industry experience. Her career includes roles at Cetera Wealth Services, Summit Financial Group, and Hawaii Financial Advisors, where she has worked since 2015. Outside of her advisory work, she serves on the Board of Managers for the Kalihi YMCA and is president of the BNI Hawaii KAO Chapter, a business networking organization. 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 multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, managing over $256 billion in assets across more than 10,000 advisors.

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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Ryder A

Series 65, Series 63

Honolulu, HI

Cetera

Ryder Akimoto is a financial advisor with Cetera in Honolulu, HI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he has worked at Hawaiian Island Creations, Hawaii Financial Advisors Inc, and Cetera Wealth Services, LLC. Outside of advisory work, he has been involved with Hawaiian Island Creations and has experience in other business activities unrelated to finance. Cetera Investment Advisers LLC is a large SEC-registered advisor that serves 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, financial planning, and consulting 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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Kylen Y

CFP®, Series 66

Honolulu, HI

Cetera

Kylen Yamakawa is a financial advisor with Cetera who holds the CFP® and Series 66 credentials and has 10 years of industry experience. He has worked at firms including Hawaii Financial Advisors Inc and Summit Financial Group Inc, and currently serves as an assistant surf coach at Iolani School. Yamakawa is also a notary public, providing free notarization services to clients. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated model portfolios, third-party managers, and customizable strategies.

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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Jonathan Y

CFP®, Series 66

Honolulu, HI

Cetera

Jonathan Yashiro is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has held various roles within Cetera and related firms since 2020 and has prior experience at Valic Financial Advisors. Outside of his advisory work, he has operated an auto dealing business from 2019 to 2023 and works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

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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Frances W

Series 63, Series 65

Honolulu, HI

Cetera

Frances Wright is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at multiple Cetera entities and Summit Financial Group, as well as a longstanding position at Hawaii Financial Advisors, Inc. Wright also sells life insurance through Perry Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, catering to a diverse client base with discretionary and non-discretionary solutions.

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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Kyle Y

Series 63, Series 65

Honolulu, HI

Cetera

Kyle Yanabu is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Summit Financial Group and Hawaii Financial Advisors, where he also provides financial planning services as part of an independent business. In addition, he works as an independent agent assisting clients with fixed insurance solutions through Highland Capital Brokerage. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad 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 access to multiple investment program structures 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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Cole Y

CFP®, Series 66

Honolulu, HI

Cetera

Cole Yamakawa is a CFP® professional with six years of industry experience, currently affiliated with Cetera. His prior roles include positions at J. Uno & Associates, Summit Financial Group, and Hawaii Financial Advisors, where he also served as a financial professional. Yamakawa has experience in life insurance sales as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of advisory services through a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures 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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Timothy G

Series 63, Series 65

Honolulu, HI

Cetera

Timothy Geary is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 41 years of industry experience. His career includes roles at multiple firms such as Summit Financial Group and Hawaii Financial Advisors, where he has been involved for over a decade. In addition to his advisory work, Geary is a notary public and works as an agent assisting clients with debt elimination. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of investment programs and portfolio management options, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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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Ronald K

Series 66

Honolulu, HI

Cetera

Ronald Kuhn is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. He has worked with Cetera and affiliated entities since 2016, including Crown Wealth Management and Summit Financial Group. Outside of his advisory work, he assists with a real estate staging business operated by his spouse and refers clients to identity protection services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, with access to both affiliated and third-party managers 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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Grant Y

CFP®, Series 63, Series 65

Honolulu, HI

Cetera

Grant Yamaguchi is a financial advisor at Cetera with 18 years of industry experience. He holds the CFP® designation and has worked with firms including LPL Financial and Summit Financial Group. Outside of his advisory role, he has served as a lifeguard at Makiki Pool for over 20 years. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple program options including model portfolios and bespoke strategies, managing over $256 billion in assets.

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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Ruth W

Series 63, Series 66

Honolulu, HI

Cetera

Ruth Watts is a financial advisor at Cetera with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various firms including American Savings Bank and LPL Financial LLC. Watts is also involved with Hawaii Financial Advisors Inc., where she serves as a registered sales assistant focusing on customer service. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a variety of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary 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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James M

Series 63, Series 65

Honolulu, HI

Cetera

James Middlesworth is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at Cetera and its affiliates since 2019 and has also been associated with Hawaii Financial Advisors, Inc. since 2015. Middlesworth is a commissioned notary public in the State of Hawaii. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with a wide range of program structures 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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Eric M

Series 66

Honolulu, HI

Cetera

Eric Miyamoto is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and LPL Financial LLC. Outside of his advisory role, he owns an online video content business focused on gaming. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and retirement services and provides access to affiliated and third-party managers through various 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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