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Lee Y
Series 66
Honolulu, HI
Equitable Advisors
Lee Yamane is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including the firm's prior entity, Axa Advisors, LLC. In addition to his advisory work, he provides notary services to Equitable clients without charge. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers, providing fiduciary services and access to a wide range of investment products.
Ashli S
Series 66
Honolulu, HI
Equitable Advisors
Ashli Sasano is a financial advisor at Equitable Advisors in Honolulu, HI, with 13 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2013, including time at Axa Advisors, LLC. Outside of her advisory role, she serves as a board member and co-treasurer for the SHA Class of 2000 and works as an advertising sales consultant and property and casualty insurance agent. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm offers customized advice through a network of Investment Adviser Representatives and utilizes third-party asset managers and programs to implement investment solutions.
David O
Series 63, Series 65
Honolulu, HI
Equitable Advisors
David Oconnor is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he coaches and teaches boys basketball at Saint Louis School in Honolulu. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.
Christian L
Series 66
Honolulu, HI
Equitable Advisors
Christian Lai is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at OSAIC and Pacific Financial Partners, as well as teaching experience at the University of Hawaii Manoa and Kapiolani Community College. He volunteers as a Zoom class technician for LIVAwareness Zen, a nonprofit organization. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.
Hayley B
Series 66
Honolulu, HI
Equitable Advisors
Hayley Brunel is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Honolulu, HI. She has been with Equitable Advisors since 2026. Her prior work experience includes roles at Mid Pacific Country Club and various positions related to education and community activities. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.
Michael M
Series 66
Honolulu, HI
Equitable Advisors
Michael Miura is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and focuses on matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.
Micah Y
Series 66
Honolulu, HI
Equitable Advisors
Micah Yoshino is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Equitable, LLC, since 2016. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models or discretionary managers, utilizing a mix of third-party programs and firm-offered solutions.
Atomman K
Series 66
Honolulu, HI
Equitable Advisors
Atomman Kimm is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors, he worked at AXA-Advisors, LLC, and AFlac. Outside of his advisory role, he serves as Vice-President of the Business Network International New Aloha Chapter and is a board member, team organizer, and race director for the Tradewind Cycling Team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed accounts and proprietary platform offerings, serving clients across various wealth levels with a diversified investment approach.
Cade K
Series 63, Series 66
Honolulu, HI
Equitable Advisors
Cade Kozuma is a financial advisor with Equitable Advisors holding Series 63 and Series 66 credentials. He has recently started his career in the industry, having held positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC prior to joining Equitable Advisors. Kozuma’s background also includes work experience in hospitality and education. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a combination of third-party asset managers and firm-offered models to tailor investment solutions.
Kenneth B
Series 63, Series 66
Honolulu, HI
Equitable Advisors
Kenneth Barnes is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors, LLC. Outside of advisory services, he is involved as a member of 1DG LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers to deliver tailored investment solutions.
Shawn H
Series 63, Series 65
Honolulu, HI
Equitable Advisors
Shawn Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at OSAIC and Jhfn Sii, and has served multiple tenures at Equitable Advisors since 2000. Outside of his advisory role, Hamada is vice president of MOA Hawaii, a nonprofit focused on arts, culture, health, and wellness, and serves as a board member of Nakata Electrical Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory models, including the SAM program and LPL-sponsored solutions.
Rose L
Series 66
Honolulu, HI
Equitable Advisors
Rose Lakalaka is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. She has worked at Equitable Advisors since 2017 and previously at AXA Advisors LLC. Outside of her advisory role, she is involved in the modeling and acting industry through the Kathy Muller Talent and Modeling Agency. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models, including third-party and proprietary solutions, and offers ERISA fiduciary services to qualified plans.
Karli H
Series 66
Honolulu, HI
Equitable Advisors
Karli Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions with Pacific Financial Partners LLC and Royal Alliance Associates, INC. She serves as a board member for Nakata Electrical Inc., a non-investment related role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations, utilizing a range of third-party advisory programs and discretionary management models.
Kenta W
Series 66
Honolulu, HI
Equitable Advisors
Kenta Wakui is a financial advisor at Equitable Advisors with Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Wakui held various roles including positions in education at Temple University Japan and the British School of Tokyo. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of in-house programs and third-party asset managers to deliver customized investment solutions.
Samantha H
Series 66
Honolulu, HI
Equitable Advisors
Samantha Halim is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Her prior roles include positions in education at several international and American schools. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.
Racquel N
Series 66
Honolulu, HI
Equitable Advisors
Racquel Nakata is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at First Hawaiian Bank and Forward Realty, as well as teaching positions at the University of Hawaii West Oahu and Honolulu Community College. She is a member of the Financial Planning Association. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory solutions.
Randy Y
CFP®, ChFC®, Series 63, Series 66
Honolulu, HI
Equitable Advisors
Randy Yamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding CFP® and ChFC® designations and over 48 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors and Mony Securities Corporation. Yamada serves as a trustee of the Jack and Elsie Hirai family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.
Ryan O
Series 66
Honolulu, HI
Equitable Advisors
Ryan Oda is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and having 10 years of industry experience. He has worked at Equitable Advisors since 2016, including experience with Axa-Advisors, LLC from 2016 to 2020. Outside of financial advising, he consults in retail product manufacturing through JRO Enterprises LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on individualized client assessments and fiduciary services for qualified plans.
Anna M
Series 66
Honolulu, HI
Equitable Advisors
Anna Massey is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she held roles in various sectors including political organizations and hospitality. Outside of her advisory work, she is involved in managing operations at Assagio Kailua, an Italian restaurant in Kailua, HI. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and alternative investments.
Ryan K
Series 66
Honolulu, HI
Equitable Advisors
Ryan Kono is a financial advisor with Equitable Advisors, holding a Series 66 license and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he held positions at Sky Waikiki and the University of Hawaii. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.
Eugene D
Series 63, Series 65
Honolulu, HI
Equitable Advisors
Eugene Drzymala is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wedbush Morgan Securities and Morgan Stanley. He volunteers as a non-profit official for USA Swimming and serves as treasurer for the Hawaii LSC and Oahu Swim League. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models and provides ERISA fiduciary services for qualified plans.
Alexander M
Series 66
Honolulu, HI
Equitable Advisors
Alexander Moore is a financial advisor with Equitable Advisors in Honolulu, HI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Moore has held positions in multiple sectors including technology, hospitality, and consulting, with notable work at Booz Allen Hamilton. Outside of financial advising, he has experience in event solutions and hospitality management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.
Marlene H
Series 66
Honolulu, HI
Equitable Advisors
Marlene Halim is a Series 66-licensed financial advisor with Equitable Advisors in Honolulu, HI, where she has worked since 2004. She has 21 years of industry experience and previously worked at AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.
Kainoa D
Series 66
Honolulu, HI
Equitable Advisors
Kainoa Dall is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he has held positions at HawaiiUSA Federal Credit Union, Oregon State Credit Union, and worked at Oregon State University and Kapolei High School. He also has experience related to La Vanta Records. Equitable Advisors serves a broad range of clients, including individual, institutional, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and does not sponsor its own wrap fee program.
Justin A
Series 63, Series 66
Honolulu, HI
Equitable Advisors
Justin Akai is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at First Hawaiian Bank and Pruco Securities LLC. Outside of advising, he works as a bookkeeper for FirstLine Booking. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.
Luke B
Series 66
Honolulu, HI
Equitable Advisors
Luke Bales is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bare Wealth Advisors and involvement with Center for Financial Literacy, as well as multiple periods affiliated with Liberty University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement portfolio models, offering a range of investment options including mutual funds, ETFs, and select alternative investments.
Glen N
Series 66
Honolulu, HI
Equitable Advisors
Glen Nomura is a Series 66 licensed financial advisor with Equitable Advisors in Honolulu, HI, bringing 25 years of industry experience. He has worked with Equitable Advisors since 2001 and was previously affiliated with Axa Advisors, LLC for 19 years. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory solutions.
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