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Steven Y
Series 66
Honolulu, HI
LPL Financial
Steven Yamashita is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial in Honolulu, HI, and has held previous roles at Central Pacific Bank, Bankoh Investment Services, Guardian Life, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.
Matthew H
Series 63, Series 65
Honolulu, HI
LPL Financial
Matthew Haley is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Prior to joining LPL Financial in 2010, he worked at Principal Financial Services from 2005 to 2010. Haley is also a registered notary for the State of Hawaii and is involved in private wealth planning through McKeague & Haley, Inc. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Jacob G
Series 63, Series 66
Honolulu, HI
LPL Financial
Jacob Gonzalez is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Central Pacific Bank, NYLIFE Securities LLC, and New York Life Insurance Co. He also serves in the United States Army Reserve. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by research tools and various financial products alongside its advisory services.
Shawn G
Series 63, Series 66, Series 65
Honolulu, HI
LPL Financial
Shawn Gormley is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at several firms, including Central Pacific Bank, TD Ameritrade, Cetera Investment Services, and American Savings Bank. He 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Ryan I
Series 66
Honolulu, HI
LPL Financial
Ryan Inouye is a financial advisor with LPL Financial based in Honolulu, HI. He holds a Series 66 designation and has under one year of industry experience. His prior work includes roles at Central Pacific Bank and various positions in education and service industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research and technology tools while overseeing over $819 billion in discretionary assets.
Mark M
Series 63, Series 65
Honolulu, HI
LPL Financial
Mark McKeague is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2010, following three years at Principal Financial Services. Outside of his advisory role, he is involved in private wealth planning through McKeague & Haley, Inc. and also works as an insurance agent. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of investment strategies and technology tools while overseeing significant discretionary assets across its extensive advisor network.
Michael V
Series 63, Series 65
Honolulu, HI
LPL Financial
Michael Vanderhoff is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes prior roles at Cetera Investment Services and American Savings Bank, among others. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Travis K
Series 63, Series 65
Honolulu, HI
LPL Financial
Travis Kikuchi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 21 years of industry experience. He has previously worked at firms including Raymond James Financial Services and First Hawaiian Bank. Kikuchi is also affiliated with Central Pacific Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of over 22,800 advisors.
Haruka S
Series 66
Honolulu, HI
LPL Financial
Haruka Shoji is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Central Pacific Bank since 2018 and entrepreneurial experience with UniValue Creations LLC from 2013 to 2018. 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 retirement advice, with account management supported by proprietary research and technology tools.
Brett S
Series 66
Honolulu, HI
LPL Financial
Brett Sasaki is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. He has worked with LPL Financial and Central Pacific Bank since 2018 and previously spent three years with American Savings Bank. 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, and institutional platforms, supported by both proprietary and third-party strategies.
Edward W
Series 63, Series 65
Honolulu, HI
LPL Financial
Edward Walawender is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and 23 years of industry experience. His work history includes multiple roles at LPL Financial and Central Pacific Bank, as well as positions at Charles Schwab and American Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, supported by technology and a large network of advisors.
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