John Keene is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. He has worked with Eagle Strategies, Keene Financial Group, NYLIFE Securities, and New York Life Insurance Co. Keene serves as a board member for Family Programs Hawaii, a nonprofit focused on supporting youth and families in the child welfare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types tailored to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Tyler Luke is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Tyler has been with Eagle Strategies since 2026 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2015. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives and Plan Sponsor criteria.

Chui Shan Rosetta Li is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes over a decade at Prudential Insurance Company of America and related entities. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, utilizing a combination of proprietary and third-party investment strategies.

Blane Kagamida is a financial advisor with Valic Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Agia, The Prudential Insurance Company of America, Pruco Securities, LLC, and 3M Company. He is also involved as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Shaun Hamada is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Eagle Strategies since 2022 and operates Hamada Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. He is also involved in insurance brokering and is a shareholder in a life insurance reinsurance company. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Peter Eddy is a financial advisor at Empower Advisory Group with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Investment Management Services and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Derrick Kim is a financial advisor with Centaurus Financial, Inc. in Honolulu, HI, holding a Series 66 credential and 18 years of industry experience. He previously worked at Hornor Townsend & Kent Inc. and has been associated with Penn Mutual Life Insurance Co. since 2009. Outside of his advisory role, Kim is the owner and manager of Linda Kim Studios LLC, a business providing piano instruction. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized advisory services through a mix of discretionary and non-discretionary arrangements, employing fundamental, technical, and both bottom-up and top-down investment analyses.

Christine Medeiros is a financial advisor with Eagle Strategies (New York Life) based in Honolulu, HI, holding the CFP® and CFA® designations and over 14 years of industry experience. She has been with Eagle Strategies since 2015 and concurrently affiliated with New York Life and Nylife Securities since 2014. Medeiros serves on the board of the CFA Society of Hawaii focusing on women in finance and volunteers with the CFP Board’s Disciplinary and Ethics Commission and Appeals Commission. In addition, she mentors students in a local elementary school robotics team and participates in school community and PTA activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers tailored advice via multiple program types and manages the majority of its assets on a non-discretionary basis, serving a diverse client base including plan sponsors and charitable organizations within an integrated New York Life affiliate structure.

Perlita Martin Hebert is a financial advisor with Centaurus Financial, Inc. in Honolulu, HI, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2022. In addition to her advisory role, she is involved in the sale and service of hurricane insurance through ICAT. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment approaches through its CLASSIC Plus platform and offers both discretionary and non-discretionary management arrangements.

Gordon Asahara is a financial advisor at Centaurus Financial, Inc. in Honolulu, HI, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2016. He also manages Asahara Financial Group LLC, an independent firm offering fixed life insurance and long-term care products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm utilizes a variety of investment approaches through its CLASSIC Plus platform and offers both discretionary and non-discretionary portfolio management options.

Marko Mijuskovic is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved in Business Solutions, LLC, where he assists with business processes and management selection, and offers an identity theft recovery and restoration program through LibertyID. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing both brokerage and advisory services. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions, supporting a range of investment strategies and account-level services.

Bobby Slate is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Equitable Advisors, AXA Advisors, and Raymond James Financial Services. Slate is based in Honolulu, HI. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both one-time planning services and ongoing portfolio management through a fiduciary model with various program options.

Victoria Whalen is a financial advisor with Commonwealth Financial Network in Honolulu, HI, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Commonwealth Financial Network since 2021, Wealth Strategies Group - Altres since 2019, and Yelp from 2016 to 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jason Segawa is a CFP® with 22 years of experience in the financial services industry. He has been with Independent Financial Group, LLC since 2013, following brief tenures at BFC Planning, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he is involved as an officer of a family-owned civil and structural engineering firm and serves as president of a private family foundation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm offers tailored financial planning and portfolio management using both firm- and third-party models, combining active and passive strategies across multiple risk profiles.

Cody Ferrell is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TIAA and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alan Tran is a Series 66 licensed financial advisor with 25 years of industry experience. He has been with Commonwealth Financial Network and Wealth Strategies Group since 2015. Outside of advising, he is involved in fixed insurance sales as an agent under the Wealth Strategies Group name. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios and various program structures.

Dunavan Hahn is a Series 66-licensed financial advisor with Primerica Advisors, based in Honolulu, HI, and has four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, and has experience in insurance sales as an independent contractor. Outside of finance, he has worked with Elite Parking Services in a valet role. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account management options.

Giovanni Chau is a financial advisor at First Command Advisory Services holding Series 65 and Series 63 licenses. He has seven years of prior experience in the U.S. Air Force and has been with First Command Advisory Services and related entities since 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and preapproved third-party managers.

Layne Takayama is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at PlanMember since 2011 and has served as Vice President and Treasurer on the board of Chinen & Arinaga Financial Group since 1995. He is also a certified educator with National Benefit Services, providing financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering comprehensive education and support services to plan sponsors and participants.

Jared Nakamoto is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked with firms including Cetera Wealth Services and Voya Financial Partners. Outside of advising, he serves as president of a local dance team booster board and operates a car rental business. Voya Financial Advisors, Inc. serves individual and institutional clients with financial planning, portfolio management, and retirement plan consulting, often providing non-discretionary recommendations within wrap and third-party money manager programs.