Bart Fujimoto is a CFP® professional with 26 years of experience in the financial services industry. He has been with LPL Financial since 2012 and previously worked at Bancwest Investment Services, Inc. for nine years. Fujimoto holds Series 63 and Series 65 licenses and is based in Honolulu, HI. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeanie Sung is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and 25 years of industry experience. Her prior roles include positions at Valic Financial Advisors, UBS Financial Services, and Morgan Stanley DW Inc. Outside of advisory work, she serves as a certified educator presenter for National Benefit Services, working with public and charter schools in Hawaii. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supporting advisors with advanced research and operational tools.