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 worked at Equitable Advisors since 2007, including its predecessor, Axa Advisors, LLC, from 2007 to 2020. In addition to his advisory work, he provides notary services to Equitable clients on a volunteer basis. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, brokerage, insurance, and third-party asset management services, operating as both an SEC-registered investment adviser and broker-dealer.

Ashli Sasano is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. She has worked at Equitable Advisors since 2013 and previously was associated with Axa Advisors. 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. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model that leverages third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

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 been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he coaches and teaches boys basketball at Saint Louis School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.

Christian Lai is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at several firms including OSAIC and Pacific Financial Partners. Outside of his advisory role, he volunteers as a zoom class technician for the nonprofit LIVAwareness Zen in Honolulu. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Michael Miura is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for nine years before joining Equitable Advisors in 2021. Miura also serves as an administrator or executor of estates and trusts for non-family and family members. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Micah Yoshino is a financial advisor with Equitable Advisors in Honolulu, HI, holding the Series 66 designation and bringing nine years of industry experience. He has been with Equitable Advisors since 2016, including four years when the firm operated as AXA Equitable, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Atomman Kimm is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA-Advisors, LLC and Aflac. Outside of his advisory role, Kimm serves as Vice-President of the Business Network International New Aloha Chapter and is a board member and race director for the Tradewind Cycling Team. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement plan support with access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Kenneth Barnes is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored through a client intake process that considers goals, risk tolerance, and time horizon.

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. His prior roles include positions at OSAIC and Jhfn Sii. Outside of advisory work, he serves as Vice President of MOA Hawaii, a nonprofit focused on arts, culture, health, and wellness, and is a board member of Nakata Electrical Inc., a family electrical contracting business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers. The firm operates a hybrid referral and implementation model, emphasizing tailored client intake processes and a combination of advisory and brokerage channels.

Rose Lakalaka is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 credential and eight years of industry experience. She has worked at Equitable Advisors since 2017 and previously held roles at AXA Advisors LLC and Sultan Ventures. Outside of finance, she is involved in a modeling and acting career through the Kathy Muller Talent and Modeling Agency. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Karli Hamada is a financial advisor at Equitable Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Pacific Financial Partners LLC, Royal Alliance Associates, Inc., Osaic Wealth, Inc., and ran Hamada/Kim Financial LLC. Hamada also serves as a board member for Nakata Electrical Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a variety of third-party programs. The firm operates a hybrid referral and implementation model that leverages multiple asset managers and offers both advisory and brokerage channels.

Kenta Wakui is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Japan Switch, the British School of Tokyo, and Temple University Japan. Equitable Advisors serves a broad range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Samantha Halim is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, her work experience includes roles in educational institutions such as Ohio State University, the Savannah College of Art & Design, Stamford American International School, and Jakarta Intercultural School. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Racquel Nakata is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and has worked previously at First Hawaiian Bank and Forward Realty. Nakata is a member of the Financial Planning Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to implement client recommendations.

Randy Yamada is a CFP® and ChFC® with 47 years of industry experience, currently serving at Equitable Advisors since 2005. He previously worked with Axa Advisors, LLC for 15 years. In addition to his advisory role, he is a trustee of the Jack and Elsie Hirai Family Trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Ryan Oda is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including its predecessor entity Axa-Advisors. Outside of advisory work, he serves as a consultant for retail product manufacturing through JRO Enterprises LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a focus on LPL-sponsored programs and multiple endorsed turnkey asset management platforms.

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, she has worked in various roles including cashier at an Italian restaurant and involvement with the National Republican Senatorial Committee and North Carolina House of Representatives. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes multiple advisory programs and offers both advisory and brokerage/insurance services.

Ryan Kono is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial services, he has worked in hospitality and academia in Honolulu. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed platforms, offering both discretionary and non-discretionary investment management services.

Eugene Drzymala is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Wedbush Morgan Securities and Wedbush Securities, Inc. Eugene serves as a volunteer official for USA Swimming in Colorado Springs and holds treasurer roles with local swim leagues in Hawaii. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Alexander Moore is a financial advisor at Equitable Advisors in Honolulu, HI, holding a Series 66 designation. He began his advisory career in 2026 after diverse roles in industries including consulting at Booz Allen Hamilton and event services. Prior to joining Equitable Advisors, he was involved with several companies in hospitality and technology sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program sponsor relationships and third-party management solutions.

Marlene Halim is a Series 66-licensed financial advisor with Equitable Advisors in Honolulu, Hawaii, where she has worked since 2004. She has 21 years of industry experience, including 16 years at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations with financial planning, retirement-plan support, and asset management through a range of third-party programs and advisory channels. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage services.

Kainoa Dall is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, he held positions at HawaiiUSA FCU, Oregon State Credit Union, and Oregon State University. He also has experience in the music industry with La Vanta Records. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm employs a model that integrates LPL-sponsored programs and endorsed third-party platforms to deliver advisory and brokerage solutions.

Justin Akai is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 licenses and possessing five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Pruco Securities LLC and First Hawaiian Bank. Outside of his advisory role, he is involved as a bookkeeper for a local business, FirstLine Booking. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer platform.

Luke Bales is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Bare Wealth Advisors and the Center for Financial Literacy, as well as positions at Liberty University. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Glen Nomura is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2001, including its predecessor Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.