Kaelene Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation, Mass Mutual Investors Services, Metlife Securities, Signator Investors, Inc., and Edward Jones. She is involved in a non-investment related business named HI-RIZERS. 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 financial planning services, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment options.

Richard Pinto is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at OSAIC, SagePoint Financial, VSR Financial Services, and Insphere Securities. Outside of advising, he is involved in several business ventures, including Trusted Auto Group and Trusted Advisors Group Hawaii, 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Geoffrey Hemenway is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Bankers Fidelity Life Insurance Company, and Avantax Advisory Services. He is also involved in tax preparation and accounting through Hemenway Associates, Inc., a CPA-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting a broad range of advisory strategies.