Dan Shimogawa is a financial advisor at Osaic with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Inc. and National Planning Corporation. Outside of his advisory role, he manages a sole proprietorship providing OSJ and consulting services and serves as managing director of Coda Financial Advisor Network. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Joseph Stepanic is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior roles include positions at SagePoint Financial and National Planning Corporation. He also owns Coda Financial Group, where he advises clients on life, disability, and long-term care insurance products. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and various investment options.

Thomas Hayes is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sagepoint Financial, Inc., National Planning Corporation, and Coda Financial Group, Inc. His practice is based in Honolulu, HI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services supported by asset-allocation tools and multiple advisory platforms.

Dexter Aoki is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he serves as president and third vice president of the Mana Loa Nimitz Lions Club, a community service organization in Hawaii. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment types.

Daniel Coda is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and National Planning Corporation. Outside of his advisory role, he officiates college, high school, and recreational basketball and sporting events. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and automated rebalancing.

Mitchell Chong is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously with First Insurance Company of Hawaii, Royal Alliance, Ronald A. Ota & Associates, and Sugiki Portis Eye Center. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and both discretionary and non-discretionary account management.

Tanner Wong is a financial advisor with OSAIC based in Honolulu, HI, holding a Series 66 license and having two years of industry experience. His work background includes roles at Coda Financial Group and Northwestern Mutual. Outside of his advisory activities, he has experience in the food service industry with Noods Ramen Bar. OSAIC Wealth, Inc. serves both retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs various asset-allocation tools and supports multiple advisory platforms and third-party managed account solutions.

Paul Soriano is a financial advisor with Osaic, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at SagePoint Financial, National Planning Corporation, and Coda Financial Group, where he has also served as CFO. Outside of his advisory work, Soriano is active in his community as chair of the finance committee at Our Lady of Sorrows Church, a nonprofit director planning local events, and a soccer referee for youth and adult games. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.