Byron Nakano is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2001 after transitioning from the technology sector where he founded a computer networking company. Byron focuses on delivering personalized wealth management strategies tailored to the unique financial goals of his clients. He holds a Bachelor of Science degree in Mathematics from the University of Hawaii and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Byron's areas of expertise include retirement planning, portfolio management, tax minimization, and personal and corporate investment strategy. Born in Mississippi and raised globally as the child of a U.S. Air Force Colonel, Byron is fluent in Japanese and English. He participates in community volunteering through the Merrill tradition and enjoys a variety of personal interests such as cooking, football, skydiving, soccer, spending time with his family, surfing, swimming, traveling, volleyball, and watching movies.

Jonathan Countess is a financial advisor with Merrill in Honolulu, HI, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1995 and at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Ye Yao is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized wealth management strategies that reflect their unique financial goals and life circumstances. Ye focuses on a broad range of client needs, including family wealth management, legacy planning, retirement income, tax minimization, philanthropic planning, and portfolio management services. Ye holds a Bachelor's Degree from the Massachusetts Institute of Technology and has earned the Personal Investment Advisor (PIA) designation. Fluent in both Chinese and English, she brings a disciplined approach to portfolio management, emphasizing understanding what matters most to her clients and tailoring financial solutions accordingly. In addition to her professional work, Ye is involved in community activities, including contributions to Boston Children's Hospital and The Phyo Nyi Nyi Kyaw Memorial Foundation. She is also connected with professional organizations such as Pearlside Church and The Phyo Nyi Nyi Kyaw Memorial Foundation. Outside of her financial advisory role, her personal interests include biking, drawing, hiking, music, pottery, reading, running marathons, swimming, and writing.

Glenn Lau is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families build long-term wealth. He focuses on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and both individual and corporate investment strategy. Glenn works closely with clients to develop personalized financial strategies aligned with their long-term goals. With over 25 years of experience in the financial services industry, Glenn is a Personal Investment Advisor (PIA) and a graduate of Iolani School and the University of Southern California, where he earned his bachelor's degree. He upholds the Merrill tradition of community participation through his involvement with Iolani School. Outside of work, Glenn enjoys spending time with his family, playing tennis, traveling, and watching movies.

Emily Mccollum is a Wealth Management Advisor at Merrill Lynch Wealth Management. As a second-generation Merrill advisor, she partners with clients to develop customized financial strategies aligned with their short- and long-term goals. Emily holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant. Beginning her career in 1999, Emily assumed the lead advisor role after working alongside her father. She offers expertise in family wealth management, retirement income planning, college education planning, legacy planning, employee benefits planning, LGBT wealth planning, investment consulting for defined contribution plans, portfolio management services, and women and wealth. Emily collaborates with clients' other advisors to coordinate retirement and estate plans. Emily earned her high school diploma from Maryknoll Schools. She is involved in her community as an AYSO soccer coach, member of the Maryknoll Alumni Development Committee, Maryknoll School Foundation Board, and Punahou Parent Faculty Association. Outside of work, she enjoys music, skiing, soccer, and spending time with her family.

Allen Yeung is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on working with individuals and families who could benefit from a personal wealth outlook plan to help achieve their life goals. Since joining Merrill Lynch Wealth Management in 2018, Allen has worked closely with clients to integrate all aspects of their financial lives. Before becoming a financial advisor, Allen had a career as a Nuclear Engineer at Pearl Harbor. He holds a Personal Investment Advisor (PIA) designation and the Series 63, 65, and 7 FINRA registrations. He earned degrees in Biology and Civil and Environmental Engineering from the University of Hawaii System. Allen provides guidance in areas including retirement planning, education planning, family wealth management, legacy planning, portfolio management, tax minimization, and retirement income. Outside of his professional work, Allen enjoys spending time with his family, playing tennis, golfing, and engaging in activities such as basketball, chess, table tennis, watching movies, and woodworking. He communicates with clients in both Chinese and English.

Milton Tanaka is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a Financial Advisor for over 25 years, bringing extensive experience in personal retirement planning, portfolio management, college education planning, divorce transition planning, tax minimization, and retirement income strategies. Milton focuses on understanding his clients' individual financial goals to develop personalized wealth management approaches. Prior to his financial services career, Milton served over 23 years in the United States Air Force, retiring as a full Colonel. He holds a Master's Degree in Business Administration from the Krannert School of Management at Purdue University and a Bachelor's Degree in Civil Engineering from the United States Air Force Academy. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Milton is originally from Hawaii and returned to Honolulu to be with his family. Outside of work, he enjoys baseball, gardening, running, skiing, woodworking, traveling, and spending time with his grandchildren. He is also active in community volunteering, reflecting his commitment to the Merrill tradition of community engagement.

Lisa Yoshikawa is a financial advisor at Merrill with 35 years of industry experience. She has held her current position since 2011 and holds Series 63 and Series 65 credentials. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Simon Wilford is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Honolulu. He joined the firm in 2001 after an extensive career in the financial industry that began in the mid-1980s. Simon initially worked as a country stock and options broker for Wilshere Baldwin & Co. in the UK, which later became part of London merchant bank Brown Shipley. Prior to relocating to the United States, he spent several years in Hong Kong and Japan serving as a money broker specializing in equity OTC derivatives, interest rate swaps, and options for two leading inter-dealer broker firms, where he managed the trading desks. Simon assists high net worth clients in developing investment structures and achieving their financial goals through diversified asset allocation. His areas of expertise include alternative investments, particularly private equity. As a Portfolio Manager, he offers discretionary management of personalized strategies that may integrate individual securities, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches. Simon holds the Personal Investment Advisor (PIA) designation and earned his high school diploma at Uppingham in England, where he also held leadership roles and competed in multiple sports. Having lived across Europe, Asia, and the Americas, Simon currently resides in Honolulu, Hawaii, with his wife, two daughters, and their dogs. Outside of his professional work, he pursues personal interests such as boating, scuba diving, skiing, and surfing.

Liane Blake serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, she has provided customized service support to clients and delivered internal services to the advisor team. She contributes to managing investments to help clients pursue their desired retirement lifestyles. Liane holds a Master’s Degree and a Bachelor’s Degree from San Francisco State University. Her professional credentials include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of her professional role, Liane’s personal interests include horseback riding, reading, traveling, and practicing yoga.

Kevin Hoshino is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients’ long-term goals, focusing on areas such as corporate executive services, divorce transition planning, institutional investment consulting, and philanthropic planning. His approach integrates investment insights from Merrill with the banking and lending capabilities of Bank of America to provide comprehensive wealth management solutions. Prior to his current role, Kevin served as a Merrill Director of Institutional Equity Sales and Trading in New York and San Francisco, and he was a Member and Floor Broker on the New York Stock Exchange. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin earned his bachelor's degree from Colgate University. Kevin is committed to community involvement, following Merrill’s tradition of service, and volunteers with local organizations. His personal interests include cooking, golfing, music, running, swimming, traveling, and yoga.

Barbara Fukushima is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 40 years of experience to her role. She is also a qualified Portfolio Manager who provides personalized financial advice and discretionary portfolio management using proprietary strategies. Barbara focuses on working closely with clients to develop investment portfolios tailored to their unique financial goals and risk tolerance. A lifelong resident of Hawaii, Barbara began her career as a CPA after earning a Bachelor's Degree from the University of Hawaii and pursuing graduate work in Oregon. She joined Merrill in 1986 and currently works alongside her son and partner, Dennis Fukushima, Jr. Barbara holds the Personal Investment Advisor (PIA) designation. Barbara emphasizes ongoing professional development and dedicates much of her time outside of work to studying portfolio construction and management. She also participates in community volunteering activities.

Len Fukushima is a Senior Financial Advisor at Merrill Lynch Wealth Management in Honolulu, focusing on multi-generational wealth transfer planning. He advises successful families, closely held businesses, and small to medium-sized non-profit organizations, emphasizing long-term relationships and a personalized consulting process to address clients' unique financial objectives and family circumstances. Len holds a Bachelor's degree from Long Beach State and a Master's degree in Taxation with a focus on Estate & Trust from the University of Denver. He has international experience, having spent six years in Asia leading a Japanese media company's market entry into China and founding a corporate catering company in Shanghai. He is fluent in English, Japanese, and Mandarin. Len holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Hawaii since 2002, Len is involved in community organizations such as the American Youth Soccer Organization (AYSO), PEACHES Kokua Hui PTA, and Red Cross Hawaii. His personal interests include surfing and sailing.

Kiyonobu Oda is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1993. In his role, he assists clients in building wealth management strategies tailored to their individual needs, emphasizing a comprehensive approach and informed decision-making. His expertise includes college education planning, divorce transition planning, family wealth management strategies, and services for endowments, foundations, and non-profits. He also provides support for defined benefit and defined contribution plans, liquidity management, personal retirement planning, portfolio management services, and retirement income. Kiyonobu holds a Bachelor's Degree from the University of Hawaii System. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Robert Habeeb is a Financial Advisor with Merrill Lynch Wealth Management. He began his career at JP Morgan Chase, where he served high-net-worth clients with cash management and credit solutions before transitioning into wealth management. Currently, he guides individuals and families with substantial means through the complexities of financial planning, focusing on turning wealth into lasting freedom and security. Robert holds a Bachelor's Degree in Capital Markets and Business Economics from Bentley University and holds the designation of Personal Investment Advisor (PIA). His expertise includes equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works with high-net-worth individuals and business owners to coordinate complex financial elements into intentional strategies, bringing clarity and alignment to long-term priorities. Outside of his professional work, Robert enjoys camping, cooking, football, golfing, hiking, music, reading, rock climbing, and spending time with his family. His mission is to provide enduring financial stewardship that ensures continuity, security, and impact across generations.

Dennis Fukushima is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing personalized financial strategies to help clients pursue their long-term goals. He serves as a primary point of contact, leveraging a team of investment professionals and the extensive resources of Merrill Lynch and Bank of America to deliver disciplined wealth management solutions. With over 30 years of investment experience, Dennis specializes in services for endowments, foundations, non-profits, portfolio management, retirement income, and women and wealth. Dennis holds the Certified Investment Management Analyst® (CIMA) designation, awarded by the Investments & Wealth Institute™ in collaboration with the MIT Sloan School of Management. He also carries the Personal Investment Advisor (PIA) credential and earned a bachelor’s degree from the University of Hawaii System. Rooted in the Hawaiian islands for four generations, Dennis participates actively in the local community. He volunteers with various non-profit organizations including Aiea High School and the Kiwanis Club of Pearl Harbor, continuing Merrill’s tradition of community involvement where he serves.

Joshua Boney is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His areas of focus include general investing, retirement planning, and preparation for unexpected financial events. Additionally, he facilitates access to specialists for banking, credit, home financing, and small business solutions within Bank of America. Joshua holds a Bachelor's Degree from the University of Hawaii System and a Master of Business Administration (MBA) from Carnegie Mellon University. He has earned the designation of Personal Investment Advisor (PIA), reflecting his expertise in investment management. Through ongoing advice and guidance, he supports clients as their financial needs evolve.

Milton Kawasaki is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with a select group of families to identify and help achieve their financial goals while focusing on preserving and growing their assets. He delivers an institutional investment management consulting process tailored for individual, corporate, and non-profit clients, leveraging the open architecture resources available through Merrill Lynch. Milton has been with Merrill Lynch since 1983 and has extensive experience in educating financial professionals and mentoring interns pursuing degrees in business and economics. Since 1988, he has taught continuing education seminars to over 400 CPAs and mentored more than 300 interns. His professional credentials include Certified Investment Management Analyst (CIMA®), Certified Investment Management Consultant (CIMC®), and Personal Investment Advisor (PIA). He holds a bachelor's degree from the University of Hawaii System. Outside of his professional work, Milton is involved in the Ferrari Club of America, Hawaii Chapter, and participates in activities at Grace Bible Church Honolulu. He emphasizes understanding clients' life priorities to create personalized financial plans designed around their goals and aspirations.

Chinli Loo Sun is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Raimel Garcia Hernandez is a Financial Advisor at Merrill Lynch Wealth Management based in Honolulu. In his role, he assists clients in building, preserving, and growing their wealth through personalized financial strategies. Raimel integrates a background in psychology with a holistic approach, aiming to understand the individuals behind the portfolios to help them align their wealth management with their life goals. His expertise encompasses family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income planning. Raimel holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of California, Berkeley, and a Fellowship Certificate from Waseda University in Tokyo, Japan. Raimel is multilingual, speaking Spanish, English, Portuguese, French, and Japanese. He is also involved in the Chamber of Commerce Hawaii Young Professionals and contributes to community efforts such as the Food Bank in Hawaii. His personal interests include adventure sports, antiquing, cooking, genealogy, golfing, hiking, scuba diving, skiing, traveling, and yoga.