Brian Young is a financial advisor with OSAIC based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors Inc, each for eight years. Young is involved in several related business activities, including insurance sales and retirement planning through entities such as Pacific Financial Partners and Retirement Solutions Hawaii LLC. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with a diverse range of investment options.

Alissa Kimura is a financial advisor with Osaic Wealth, Inc. in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She previously worked at Jhfn Sii for seven years before joining Osaic in 2018. Outside of her advisory role, she serves as a notary public and manages a consulting business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and corporate clients through an extensive network of affiliated advisors. The firm offers an integrated suite of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Jamie Lumsden is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2025, Jamie worked for Lincoln Financial Advisors from 2014 to 2025. He also acts as an insurance agent offering accident and health insurance, disability insurance, equity-indexed annuities, fixed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios across a wide range of investment types.

Carl Yee is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of advisory activities, he operates an insurance brokerage focusing on health and group benefits and has been involved in property management for family real estate holdings. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and wrap programs.

Brian Ching is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Osaic since 2018, following five years at Jhfn Sii. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments, supporting both discretionary and non-discretionary accounts.

Sonnie Koko is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Valic and Equitable Advisors. He also operates Koko Wealth Management, a sole proprietorship involved in sales and marketing of securities, investment advisory, fixed annuities, and insurance products. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios across a broad range of investment options.