Daniel Turner is a financial advisor with Akamai Wealth Management, LLC in Kaneohe, HI, holding a Series 65 designation and four years of industry experience. His prior roles include mortgage lending positions at Geneva Financial, LLC and others, as well as ownership of several related business entities focused on retirement, equity, and employee benefits consulting. Outside of advisory work, he is a licensed insurance agent and mortgage loan originator, engaging in insurance product sales and mortgage lending activities. Akamai Wealth Management provides non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a multi-method investment approach that includes fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo modeling, and it also offers pension plan consulting and annuity management services.

Toba Financial LLC is a Hawaii-based financial advisory firm specializing in retirement planning. Led by Enrolled Agent and Certified Financial Planner™ Jason Cutitta, the firm helps residents of Hawaii navigate their financial future. www.jasoncutitta.com

Mark Matsumura is a CFP® professional with 20 years of industry experience. He currently serves as the principal advisor at MKX Capital, an independent firm based in Kaneohe, HI. His prior experience includes roles at Central Pacific Bank, Cetera Investment Services, Royal Alliance Associates, and Signator Investors. MKX Capital provides ongoing asset management and financial planning services to individuals, high net worth clients, corporations, pension and welfare funds, and other institutional and pooled accounts. The firm manages accounts on a non-discretionary basis using fundamental and technical analysis, mutual funds, and ETFs within customized asset-allocation strategies.

Tod Marcus is a financial advisor at Honolulu Capital Management in Honolulu, HI, with 10 years of industry experience. He holds a Series 65 designation and has operated his own firm, Tod A. Marcus, Inc., since 2009. Outside of finance, he owns and manages a retail and outfitting business, Oahu Surf Shop, dedicating time to administrative and customer service duties. Honolulu Capital Management provides tailored asset management services to individuals, high-net-worth households, and corporate or small-business clients. The firm employs a fundamental, value-oriented investment approach with non-discretionary portfolio management and offers affiliated tax and accounting services.

Steven Nakao is the sole advisor at Aloha Wealthcare Management, LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been involved with Net Hawaii, Inc. since 1995, where he serves as a pension administrator providing third-party pension plan services. Aloha Wealthcare Management offers investment advisory, financial planning, and consulting services to individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a non-discretionary investment approach that integrates fundamental, technical, and cyclical analysis with an emphasis on long-term asset allocation and periodic portfolio reviews.

We focus on providing honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life. We are comprised of our CEO who is a CPA/PFS, CFP and have psychologists on board for financial and life coaching to accompany our technical advising. Our founder, Abel Soares III, had the vision to build a group of member firms where he would be able to share and utilize his knowledge to give back to those trying to better themselves and their lives. As a devoted husband and proud father of two boys, Abel set out to start a business where he could build a legacy for his family and be available for his family and clients. Abel is part Native Hawai'ian; and he grew up in Southern California, Idaho, and Oahu, Hawai'i. Abel obtained his Masters in Accounting Taxation from Boise State University and went on to work for regional and international CPA and Consulting firms for over 5 years. In these roles, he learned a great deal about various types of business models, industries and the secrets to success. He started his own successful tax and consulting business after obtaining his CPA (Certified Public Accounting License), and soon after discovered his true passion in personal financial planning. After a total of 8 years in the accounting and financial arena, his vision began to grow on how he could best serve clients. Once he obtained his CFP (Certified Financial Planner) and PFS (Personal Financial Specialist) designations, his vision for Hui Malama Advisors LLC and the member firms started coming into focus. Along the way, he noticed that the biggest factor of effective financial management, outside of being educated about finances, was the individual's mindset. This meant that someone with expertise in addressing the human psyche was necessary to provide a more holistic approach to financial planning. Abel set out to find business partners who could help him turn his dreams into a reality. He naturally started with his best partner of all – his wife, Sadé - who is currently completing her doctoral degree in clinical psychology. Together, they made Abel’s vision a reality by incorporating both financial and life coaching; and Hui Malama Advisors LLC was born. Abel has paved his own path into the world of entrepreneur-ism and has also invested in other businesses. He looks forward to using his years of experience in financial planning, consulting, and accounting to assist you in living your most abundant life through The Hui Malama Advisors LLC member firms.

Nathan Graves is a financial advisor at Kipos Wealth with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and State Farm VP Management Corp. He is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs multiple methods of analysis and uses a broad range of investment tools, managing approximately $107 million with an emphasis on fiduciary responsibility and active due diligence of third-party managers.

Dalton Forsythe is a financial advisor at TenCap Wealth Coaching with Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at MassMutual Life Insurance Company and MML Investors Services, and currently serves as CFO and board member of the Inclusive Sports Foundation, a nonprofit focused on inclusivity in sports for special needs individuals. He is also the Assistant Athletic Director of Name, Image, and Likeness (NIL) at Utah State University. TenCap Wealth Coaching provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and co-advisory services with third-party managers, operating from multiple offices and maintaining affiliations with other investment advisers and an insurance entity.

John Hunn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Mutual of Omaha since 2020, prior experience at New York Life Insurance Company, and service in the US Army from 1995 to 2016. He is also licensed as an insurance agent, working with life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes third-party managers and a platform relationship with Envestnet to deliver managed solutions.

Charles Carroll is a Series 66-licensed advisor with American Independent Securities Group, LLC. He has been with the firm since 2025 and has over 25 years of experience as an insurance agent with RTEA Corporation. Outside of advisory work, he provides bookkeeping services through a separate business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs an open-architecture investment approach and manages the majority of assets on a non-discretionary basis.

Kaponotuitalau Faitau is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of financial advising, he is the CEO of Pacific Island Cleaning, LLC, a commercial and residential cleaning business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including First Command Advisory Services and One Team One Fight Financial Group. Moreno is also affiliated with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro approach emphasizing tactical asset allocation and uses options strategies alongside third-party managers to implement client portfolios.

Michael Marcum is a financial advisor at First Advisors National, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at The Lending Source since 1992 and currently serves as a senior loan officer at C2 Financial Corp in Honolulu. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, using third-party money managers and tactical and strategic asset allocation methodologies.

Michael Takazono is a financial advisor at Navy Federal Investment Services, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked previously at firms including New York Life Insurance Company, Ameriprise, and Eagle Strategies. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options through managed advisory programs and third-party portfolio managers. The firm combines advisory and commission-based channels supported by a credit-union-affiliated infrastructure and provides layered investment solutions including unified managed accounts and automated ETF portfolios.

Brian Prentice is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 12 years of industry experience, including roles at Blue Note Hawaii and Ameriprise Financial Services. Outside of his advisory work, he serves on the board of directors for an environmental nonprofit focused on sustainability education and also provides tax preparation and planning through a separate business. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a variety of securities and third-party managers tailored to clients’ objectives and risk tolerances.

Paul Collins is a financial advisor at Impact Partnership Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Diamond Head Financial Services since 2007, where he is also involved in investment advisory and insurance sales through his sole proprietorship in Hawaii. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and businesses. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework, supported by multiple affiliated entities and platform relationships.

Curtis Whitaker is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Packerland in 2023, he worked at Saxony Securities Inc from 2015 to 2023. Whitaker is also employed part-time as a care coordinator at The Caregiver Foundation, a role he has held since 2014. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of advisors with a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop/Hilltop-cleared Envestnet platform to offer various managed account programs and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Kyle Phillips is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the United States Army from 2020 to 2024. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios constructed and managed by an internal Investment Management Team and Wealth Portfolio Managers.

Nickolas Locicero is a CFP® and Series 65-registered advisor with two years of industry experience. He has worked at Mercer Global Advisors Inc. since 2023 and previously spent two years at Beacon Pointe Advisors, LLC. Before entering financial advising, he held roles at DoorDash, Inc. and Instacart. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios using low-cost ETFs, index funds, separate accounts, and other vehicles, complemented by educational content, specialized services, and integrated affiliated platforms.

Michael Chinen is a financial advisor at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chinen & Arinaga Financial Group since 2018. Outside of finance, he has experience with Inspire International dba Inspire Church. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment process is based on a top-down strategic asset allocation framework managing risk-based mutual fund portfolios with periodic rebalancing guided by defined strategic events.