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 CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at Eagle Strategies (New York Life) since 2015. She has prior experience with NYLIFE Securities LLC, New York Life Insurance Co., and Equitable Advisors. Medeiros serves on the board of the CFA Society of Hawaii focusing on branding and women in finance, volunteers on the CFP Board’s Disciplinary and Ethics and Appeals Commissions, and mentors a local elementary school robotics team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to both individual and institutional clients. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis, working extensively with plan sponsors and leveraging its position within the New York Life affiliate network.

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 Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved with Business Solutions, LLC, where he assists with business process creation and executive selection, and offers an identity theft recovery program called LibertyID. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary wrap programs tailored to client needs.

Bobby Slate is a financial advisor with TIAA-CREF in Honolulu, HI, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, Raymond James Financial Services, and First Hawaiian Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a combination of point-in-time planning and ongoing portfolio management under fiduciary standards within a vertically integrated structure.

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 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2025, he worked at TIAA and TIAA-CREF for four years. 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 certain retail brokerage clients. The firm’s integrated model links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

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 financial advisor at Guardian Life with five years of industry experience. He holds the Series 66 designation and has previously worked at WestPac Wealth Partners and Park Avenue Securities. Outside of his advisory role, he has experience working with Elite Parking Services. Park Avenue Securities LLC, where Dunavan is affiliated, 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 insurance products and alternative investments through its connection with Guardian Life.

Giovanni Chau is a financial advisor at First Command Advisory Services holding Series 63 and Series 65 licenses. He has prior experience serving in the U.S. Air Force for seven years before beginning his financial services career in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

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., holding a Series 66 designation and bringing 24 years of industry experience. He has worked at VOYA since 2014 and previously held positions at Voya Financial Partners, Cetera Wealth Services, and CUSO Financial Services. Outside of his advisory role, he serves as president of Drill Team Hawaii, a dance team booster board involved in fundraising, and is an owner of a car rental business. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines internal and external strategists with technology-enabled tools to implement investment recommendations, managing a substantial portion of assets on a non-discretionary basis.

Keoni Medeiros is a financial advisor with Guardian Life and holds the Series 66 designation. Based in Honolulu, HI, he has experience in financial services since 2024, including roles at Park Avenue Securities and HomeLight Home Loans. Prior to his advisory career, he worked in industries such as banking and telecommunications. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

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 financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. His prior work includes roles at Park Avenue Securities, WestPac Wealth Partners, and Central Pacific Bank. Guardian Life’s affiliate, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Christina Oh is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. She has been associated with these firms since 2013. Outside of her advisory roles, she is an owner of an online bedding products business, Snooze Hal, and serves in the Hawaii Army National Guard. Park Avenue Securities LLC, 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 financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party solutions.

Yvonne Rubillos is a financial advisor with First Command Advisory Services in Aiea, HI. She holds Series 63 and Series 65 designations and has one year of industry experience. Prior to her current advisory role, she worked for University Hospital Regensburg for nine years. First Command Advisory Services is an SEC-registered investment adviser that serves 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, using a centralized Investment Management Team to design and monitor portfolios built from mutual funds, ETFs, and third-party managers.