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Tonya B

Series 65, Series 63

Mililani, HI

LPL Financial

Tonya Bernhardt is an advisor with LPL Financial in Mililani, HI, holding Series 65 and Series 63 licenses. She has been with LPL Financial since 2026 and has prior experience at several companies including Magnit Global LLC, Umoja Labs, and Sudokrew Solutions. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brandon W

CFP®, Series 66

Mililani, HI

LPL Financial

Brandon Wallis is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, Raymond James Financial, Bancwest Investment Services, and Equitable Advisors. Based in Mililani, HI, Wallis is associated with Kupono Wealth Planning, a registered LPL 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 a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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