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 with VOYA Financial Advisors, Inc. in Honolulu, HI, holding a Series 66 designation and 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, Jared serves as president of Drill Team Hawaii’s booster board, assisting with fundraising efforts, and he operates a small car rental business. VOYA Financial Advisors serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, portfolio management, and access to third-party money managers. The firm provides advice primarily through non-discretionary programs and combines registered investment adviser and broker-dealer functions.

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.