Keoni Medeiros is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience in financial services beginning in 2024, including roles at Guardian Life, HomeLight Home Loans, and Park Avenue Securities. Medeiros is based in Honolulu, HI. Park Avenue Securities LLC, where he currently works, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Rylen Yamamoto is a financial advisor with Integrated Wealth Concepts LLC in Honolulu, HI, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior firms include LPL Financial, Triad Advisors, and Resources Investment Advisors. He is involved with Retirement DNA, an ongoing business activity since 2018. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.

Jordon Santos is a Series 66-credentialed financial advisor with four years of industry experience, currently serving at Guardian Life and Park Avenue Securities. His prior roles include positions at WestPac Wealth Partners and Central Pacific Bank. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Christina Oh is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations, along with a Series 66 license. She has 12 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she serves in the Hawaii Army National Guard and operates an online bedding products business. She is affiliated with Park Avenue Securities LLC, which serves a broad retail client base through both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets under management.

Yvonne Rubillos is a financial advisor with First Command Advisory Services in Aiea, HI, holding Series 65 and Series 63 licenses. She has one year of industry experience, including roles at First Command Insurance Services and First Command Brokerage Services. Prior to entering the financial industry, she worked for nine years at University Hospital Regensburg. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Arakaki is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PlanMember since 2011 and also operates with Chinen & Arinaga Financial Group since 2006. Outside of his advisory work, he participates in the HMSA Quest caregiver program, providing childcare for a disabled child. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual-fund portfolios and provides extensive education and support services to plan sponsors and participants.

Martin Arinaga is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has served as a senior vice president and board member of Chinen & Arinaga Financial Group since 1992 and manages CAFG LLC, a commercial office leasing business. Additionally, he is actively involved in nonprofit work as president of the Central Oahu Senior Day Care Center and serves on the board of Walk with a Doc Oahu, a health-focused organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios tailored from conservative to aggressive risk profiles while offering education and support services to plan sponsors and participants.

Joseph Appolito is a CFP® certificant with 54 years of industry experience, currently serving at United Planners Financial Services of America. He has held prior roles at Appolito and Associates Wealth & Retirement Planning, Commonwealth Financial Network, and Ameriprise Financial Services. Outside of advisory work, he is a co-owner of Charter Resources, Inc., a private company managing a family trust account, and works as a consultant in timeshare cancellations. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients, offering advisory and brokerage services primarily on a non-discretionary basis.

Jack Seymour is a financial advisor with Creative Planning in Honolulu, HI. He holds a Series 65 credential and has been in the industry since 2023, with prior experience at Northwestern Mutual and Interactive Brokers. His background also includes work in educational institutions and a business venture in Hong Kong. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Aran Hiromoto is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PlanMember since 2011 and is also vice president of Chinen & Arinaga Financial Group, where he has been involved since 1997. Hiromoto participates as a certified educator with National Benefit Services, delivering 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 top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

Heidi Cregor is a financial advisor with J. W. Cole Advisors, Inc. in Honolulu, HI, holding a Series 66 designation and 25 years of industry experience. She has been affiliated with Financial Architects of Hawaii and related entities since 2013. Outside of advising, she serves as a board member of Halekipa Inc., a nonprofit focused on social services for homeless youth, and holds a national associate governor position with the Kerry Blue Terrier Club of the U.S.A. J. W. Cole Advisors operates through a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management, employing a range of investment strategies and digital advice platforms.

Michael Staggs is a financial advisor with Primerica Advisors based in Honolulu, HI, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2009. Outside of his advisory role, he is involved in managing a family real estate-related business through Koa Partners LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports a range of financial planning and consulting solutions.

Michael Green is a CFP® professional with eight years of industry experience. He is currently an advisor at Creative Planning and has held prior roles at 3.21 Financial Planning LLC, Creative Planning, Inc., Homrichberg Wealth Management, and Truepoint Wealth Counsel. Creative Planning provides investment advisory and financial planning services to 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 emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a centralized investment infrastructure.

Samantha Haas is a financial advisor at Guardian Life with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities. Haas serves on the boards of Friends of CASA Hawaii and the Hawaii Economic Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Cody Momohara is a CFP® professional with 15 years of industry experience. He is currently with PlanMember Securities Corporation and Chinen & Arinaga Financial Group. His prior experience includes roles at LPL Financial, Tao Investments Hawai'i, Tsukazaki & Associates LLC, and Commonwealth Financial Network. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

Cory Nakamura is a financial advisor at Creative Planning with 21 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Mosaic Pacific Investment Advisors and Investment Management Hawaii. Nakamura is based in Honolulu, HI. 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 assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Andrew Kam is a financial advisor with Voya Financial Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, Kam operates as an independent insurance agent, specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Derek Tenn is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2013 and has longstanding affiliations with New York Life and related entities dating back to 1999. Tenn serves as Membership Chair for the Rotary Club of West Honolulu and as Vice Chairman of the Rotary Club of West Honolulu Foundation, which provides scholarships and community services. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis, working with a wide range of institutional sponsors within an integrated New York Life affiliate structure.

Benjamin Yeung is a financial advisor with Transamerica Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and 16 years of industry experience. His background includes roles as a Registered Social Security Analyst since 2021 and involvement with World System Builders since 2006. Yeung assists clients with optimizing their Social Security benefits aligned with their retirement goals. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, using proprietary and third-party investment models with discretionary and non-discretionary program options.

Suk In Hong is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2023, as well as non-industry experience managing Soju Bang from 2021 to 2023 and Choon Chun Chicken from 2014 to 2020. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and focuses primarily on non-discretionary assets under management within an integrated New York Life affiliate structure.