Megan Takagi is a CFP® professional with 13 years of industry experience, currently serving as Director of Business Development at NWF Advisory Services Inc. She has worked at NWF Advisory Services since 2017 and is also involved with Takagi & Takagi. Outside of her advisory roles, she serves on the Board of Directors for YMCA Camp Erdman and is a founding member of the Ikigai Planner Network, a group focused on values and purpose-driven business practices for Certified Financial Planners. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm operates an open-architecture Wealth Management Platform that supports strategic long-term investing as well as tactical strategies, using both in-house and third-party resources.

Taea Takagi Jones is a Series 66 licensed financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2012. She also operates Takagi & Takagi, a sole proprietorship involved in property, casualty, and life insurance sales. In addition to her advisory roles, she serves as a trustee on the board of the Montessori Community School, a nonprofit educational organization. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk tolerance assessments, asset allocation, and portfolio optimization, offering a range of investment products and services through a large network of financial advisors.

David Takagi is a financial advisor with NWF Advisory Services Inc based in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1997 and has been associated with Transamerica Occidental Life and Occidental Underwriters of Hawaii since 1975. Outside of his advisory role, he serves on the boards of the Hawaii Opera Theater and the Friendship Garden Foundation, and he is involved in property management and council activities at the Church of the Crossroads. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm operates an open-architecture Wealth Management Platform that incorporates advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Marie Iwasaki is a financial advisor with NWF Advisory Services Inc in Honolulu, HI, holding a Series 66 license and four years of industry experience. She previously worked at Royal Alliance Associates, INC. and Imperial Gallery, and also serves as an administrative assistant for David Takagi’s securities business. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary account programs through an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios.