Bruce Fong is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and LPL Financial. In addition to his advisory work, he has been involved in property ownership and real estate management since 1997. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes various custodians and third-party managers to implement client strategies.

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 Series 66-licensed financial advisor with Primerica Advisors, based in Honolulu, HI, and has 12 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory work, Wong manages multiple rental properties in Texas. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports lending and credit solutions tied to advisory accounts.

Roxanna Kiessling is a financial advisor with Primerica Advisors, holding a Series 66 credential and four years of industry experience. She has worked at Park Avenue Securities since 2021 and Guardian Life Insurance Company since 2020. Kiessling serves as Public Relations Director for the Rotary Club of East Honolulu and holds leadership roles on the boards of Na Wahine Pa'ani o Punahou and Organization of Women Leaders Hawaii. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary model portfolios, third-party investment options, and financial planning solutions. The firm supports various investment strategies and account services for individual and institutional clients.

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 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.