Joanne Shimada is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with LPL Financial since 2005, following five years at Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jeanette Fernandez is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is involved in art and culture education through Intentional Teachings LLC, where she serves as a teacher. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Karen Igarashi is a financial advisor with Merrill in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Bank of America and Merrill Lynch since 2009. Outside of her advisory role, she is associated with the Karen A. Igarashi Trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christian Lai is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at OSAIC and Pacific Financial Partners, as well as teaching experience at the University of Hawaii Manoa and Kapiolani Community College. He volunteers as a Zoom class technician for LIVAwareness Zen, a nonprofit organization. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

Darrell Avery is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes 23 years at Bankoh Investment Services, Inc., followed by roles at Ameriprise Financial Advisors Inc. and American Savings Bank. He is based in Wahiawa, HI. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with diverse program structures and custodial arrangements.

Kawena Vierra is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked at Hawaiian Airlines for ten years and has experience with the Hawaii State Public Library System and the State of Hawaii Department of Education. Outside of finance, she works as a freelance illustrator and artist in Honolulu. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies provided by unaffiliated asset managers. The firm supports advisors through custodial and trade execution services and offers a range of strategic, tactical, and tax-managed investment models.

Danielle Lum is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bankoh Investment Services, First Hawaiian Bank, and Raymond James Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with access to various investment strategies and program structures.

Jodie Duvall is a CFP®-certified financial advisor with 23 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2017. Her prior experience includes seven years at Bancwest Investment Services and a long tenure at First Hawaiian Bank, where she also manages a team of platform producers. Duvall serves as an officer and board member of the Outrigger Duke Kahanamoku Foundation, including roles as interim assistant treasurer and finance committee member. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and consulting, using analytical tools and modeling to support client goals and includes specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Lena Gan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to clients' individual financial goals, supported by access to Merrill’s investment insights along with banking and lending solutions from Bank of America. Lena works closely with clients to develop flexible strategies aligned with today's changing market conditions. Her areas of focus include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Lena is committed to community involvement, dedicating time to volunteer with local organizations. Outside of her professional role, Lena enjoys basketball, camping, cooking, hiking, and surfing. She embraces a personal philosophy of working one-on-one with clients to create financial strategies that help pursue their long-term goals.

Gary Chong is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Royal Alliance Associates since 2017 and previously worked at Signator Investors, Inc. Chong is also the owner and president of Sconees Bakery, a non-investment-related business in Honolulu. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools, risk assessment, and both discretionary and non-discretionary portfolio management across various asset classes.

Russell Yamauchi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at NEXT Financial Group and Principal Securities Inc. Outside of his advisory role, he is involved in a property and casualty business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Kyle Paguio is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019, following a year at MassMutual. Outside of his advisory role, he assists his fiancée’s family electrical business in Honolulu by managing invoices. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jenny Do is a Series 66-licensed financial advisor with six years of industry experience. She currently works at UBS Financial Services Inc. and has previously held roles at Bank of America, Merrill, and Wells Fargo. Outside of her advisory work, she serves on the board of directors for the Waikiki Yacht Club in Honolulu. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and research-driven portfolio strategies.

Brian Higa is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in May 2007 and focuses primarily on retirement and education planning. Brian works with clients to assess their future financial needs and develop disciplined plans aimed at achieving their long-term goals. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. in 2010, and is also a Personal Investment Advisor (PIA). Brian earned a Bachelor’s Degree from the University of San Diego.

Keith Nunokawa is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Western International Securities, Inc. and UBS Financial Services. He is involved in several non-variable insurance-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning, model portfolios, and third-party asset management, supported by advanced operational tools and a broad platform that integrates advisory and non-advisory financial services.

Nicolas Longpre is a CFP® professional with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Sii Jhfn from 2015 to 2018. Outside of his advisory role, he owns an online ticket resale business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers customized investment solutions through a network of independent financial professionals and employs both proprietary and third-party model strategies.

Kaelene Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation, Mass Mutual Investors Services, Metlife Securities, Signator Investors, Inc., and Edward Jones. She is involved in a non-investment related business named HI-RIZERS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning services, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment options.

Scott Richardson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Bank of Hawaii, Central Pacific Bank, Liberty Mutual Insurance, and Bank of America. His current tenure at Cetera began in 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of program options under various discretionary authorities.

Pearl Duponte is a financial advisor with Raymond James Financial in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked with Raymond James Financial Services since 2017 and previously with First Hawaiian Bank and Bancwest Investment Services. Duponte also supports client services through her role at First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and institutional portfolio management.

Shawn Meneely is a Series 66 licensed financial advisor with UBS Financial Services, where he has worked since 2000, accumulating 26 years of industry experience. He serves as vice president of Quarter K Inc., a family-associated entity involved in quarter horse racing and breeding. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.