John Yu is a financial advisor with Guardian Life based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Park Avenue Securities and Guardian since 2014. In addition to his advisory role, he works as an independent contractor in insurance sales outside of Guardian. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Shawn Mc Carthy is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and First Hawaiian Bank. Outside of his advisory role, he is an associate at First Hawaiian Advisors. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutional investors, offering investment management, financial and tax planning, and retirement services through both discretionary and non-discretionary strategies.

Andrea Deutsch is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Mosaic Pacific Investment Advisors LLC and Lee Financial Group Hawaii, Inc. She is based in Honolulu, Hawaii. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Joel Kurata is a financial advisor with PlanMember Securities Corporation in Mililani, HI. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Barret Financial Group, American Pacific Mortgage, and Mann Mortgage, as well as operating a self-employed advisory practice. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Gerardo Panetta is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with First Command in various capacities since 2007 and serves concurrently in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers.

Bruce Fong is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining United Planners in 2024, he worked with SCF Investment Advisors, INC. and SCF Securities, Inc. from 2016 to 2024. Outside of advisory services, he is involved in real estate, owning and managing rental properties in Honolulu since 1997. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and estates. The firm provides advisory and brokerage services through independent representatives, utilizing multiple custodians and third-party money managers, with a notable focus on non-discretionary account management.

Nicole Stannard is a financial advisor at VALIC Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 2016. In addition to her advisory role, she is an insurance agent with Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts, leveraging technology and model solutions across its large network of advisors.

Jordan Iwasaki is a financial advisor with Integrated Wealth Concepts LLC based in Honolulu, HI. He holds a Series 66 credential and has two years of industry experience. His prior work includes roles at LPL Financial and several investment advisory firms. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

James Michishima is a CFP® with 27 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has held roles at several firms including Symetra Investment Services and Chinen & Arinaga Financial Group, and operates his own CPA practice. Michishima also lectures part-time at the University of Hawaii. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing a range of risk-based mutual fund portfolios and offering education and support through seminars and personalized planning. The firm acts as an ERISA Section 3(38) fiduciary and utilizes a top-down strategic asset allocation approach.

Taylor Wong is a financial advisor at Guardian Life with a Series 66 designation and 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Co. since 2011. Outside of his advisory role, Wong manages several rental properties in Texas. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Roxanna Kiessling is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. Her work history includes roles at both firms as well as prior experience in marketing and orthodontics. Kiessling is involved in community organizations in Honolulu, serving as Public Relations Director for the Rotary Club of East Honolulu, Vice President on the board of Na Wahine Pa'ani o Punahou, and Secretary for the Organization of Women Leaders Hawaii. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored financial planning, discretionary and non-discretionary management strategies, and access to proprietary and third-party investment programs.

Eric Ishikawa is a financial advisor with J. W. Cole Advisors, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with J.W. Cole Advisors and affiliated entities since 2016. Outside of his advisory role, he is also licensed as a life and health insurance agent, focusing on the solicitation and placement of non-variable insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions with discretionary and non-discretionary investment approaches.

Darin Inouye is a financial advisor with Commonwealth Financial Network based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is the owner of Nexus Trusted Advisors, LLC, operating as Wealth Strategies Group, and has been with Commonwealth and Wealth Strategies Group since 2014. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment program options and operates as a platform provider delivering technology, compliance, trading, and practice-management support to affiliated advisors.

Garth Fernandez is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has been with United Planners since 2013. In addition to his advisory role, he owns Premier Wealth Management, an insurance and financial services business, and is a licensed agent for fixed insurance products. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Jeanne Stjohn is a financial advisor at Creative Planning with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Mosaic Pacific Investment Advisors and TIAA. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

John Whalen is a financial advisor with Commonwealth Financial Network based in Honolulu, HI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2015, he has been associated with both Commonwealth Financial Network and Wealth Strategies Group. Outside of advising, he is co-owner of an entity that rents out branch office space, a non-investment related business activity. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm delivers operations, trading, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction while offering proprietary model portfolios and various program structures.

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 based in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. Guardian Life’s Park Avenue® Wealth Management subsidiary serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of brokerage and investment advisory services. The firm provides tailored client solutions combining advisor-led discretionary management, model-based strategies, and access to both proprietary and third-party investment platforms.

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.