Chad Takabuki is a financial advisor with Raymond James Financial in Honolulu, HI, holding a Series 66 credential and bringing 10 years of industry experience. His career includes roles at Raymond James Financial Services Advisors, First Hawaiian Bank, and Bancwest Investment Services. Outside of advising, he worked at Da Hawaiian Poke Company from 2015 to 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting, supported by analytical tools and risk profiling, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Steven Yun is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with First Hawaiian Bank since 2013, where he serves as a Senior Wealth Advisor. In addition to his financial advisory roles, Yun is a partner in two Subway franchise businesses in Hawaii, although he is not involved in their day-to-day operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and supports its services with advanced analytical tools and specialized programs, such as municipal advisory and SIMPLE IRA employer consulting.

Alyssa Mc Candless is a financial advisor with Raymond James Financial in Honolulu, HI, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James Financial since 2020 and is also employed at First Hawaiian Bank, where she provides administrative support and account servicing to private wealth management clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.