Brent Yonemoto is a Series 66-licensed financial advisor with six years of industry experience, currently with Voya Financial Advisors, Inc. since 2023. He previously worked at Edward Jones for three years and has held roles at Jimmy Choo, Chanel, and T Galleria Hawaii. Outside of his advisory work, Brent is involved in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and consulting services primarily through non-discretionary advisory relationships. The firm operates multiple program structures and maintains both SEC-registered investment adviser and broker-dealer registrations.

Jan Tribler is a CFP® professional with 19 years of industry experience, currently affiliated with Primerica Advisors in Honolulu, HI. His career includes roles at Park Avenue Securities, Guardian Life Insurance, and Cambridge Investment Research. In addition to his advisory work, he is involved with Medical Plans Hawaii, a business offering Medicare advantage and supplement plans for seniors. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, employing various investment strategies through proprietary and third-party model portfolios, and offering financial planning, retirement-plan consulting, and business consulting.

Javin Nohara is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, OSAIC, Triad Advisors, and OneDigital Investment Advisors LLC. Nohara is based in Honolulu, HI. Integrated Wealth Concepts 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 services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Christopher Chow is a financial advisor with Primerica Advisors in Honolulu, Hawaii, holding a Series 66 designation and seven years of industry experience. He has been with Primerica Advisors since 2015 and also maintains a role with Guardian Life Insurance Company since 2014. Outside of his advisory work, he serves as an officer of Roar Brothers LLC. Primerica Advisors serves a broad 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, and supports various account-level solutions such as lending and donor-advised funds.

Mark Fansler is a CFP® and ChFC® with 33 years of industry experience. He has been with Primerica Advisors since 1999 and also has a concurrent role with Guardian Life Insurance Company of America. Outside of his advisory work, he performs minor maintenance tasks through a personal property management activity. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment strategies via proprietary and third-party platforms, supporting individual investors, charitable organizations, and corporate clients.

Nicholas Manago is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses, and has one year of industry experience. He has previously worked at Concordia University Irvine and Enterprise Rent A Car. Outside of his advisory role, he volunteers with the Hawaii Bicycling League. Park Avenue Wealth Management is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Lawrence Jan Serrano is a financial advisor with Valic Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Valic Financial Advisors since 2018 and has held positions at AGIA, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting through a large network of advisors. The firm uses Envestnet’s platform for unified managed accounts and offers tax-aware and impact/ESG overlay services.

Timothy Blaisdell is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Blaisdell has prior experience with Waddell & Reed, Keller Williams Honolulu, and Berkshire Hathaway Home Services Hawaii Realty. He serves on the board of directors for Hawaii Dental Service and is active in real estate through TKB Property Solutions, managing property renovations and resales. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to retail clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Dorothy Grippin is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 registrations and has prior work experience with Your Exterior Pros, Moss Curtain Motors, Baldwin Legacy, Publix Supermarkets, Marriott, and the YMCA. First Command Advisory Services, Inc. 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Kristi Chun is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. She holds CFP® and ChFC® designations and has worked with Eagle Strategies since 2014. Chun is also the creator of a personal blog, Salt & Sand Hawaii, and volunteers to assist high school and college students with professional development. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Ryan Uwono is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with VALIC Financial Advisors and has previously worked at Ameriprise Financial Services, TD Ameritrade, and Bancwest Investment Services. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to service a high client count per advisor.

Adelia Chung is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Primerica Advisors in Honolulu, HI. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Securities America Advisors. She is actively involved in community service, serving on the boards of several nonprofit organizations including the Rehab Hospital of the Pacific, Straub Foundation, and Friends of the UH Cancer Center. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms, offering both discretionary and non-discretionary account management.

Gage Matsumoto is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning in 2025, he worked at Mosaic Pacific Investment Advisors and has educational experience from the University of Hawaii at Manoa and University of Hawaii at Hilo. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented with direct indexing, tax-loss harvesting, and other portfolio management techniques, and offers integrated retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Thomas McCarthy is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting services using a variety of analytical approaches and portfolios, and operates as both a registered investment adviser and broker-dealer.

Morris Kunita is a financial advisor at J. W. Cole Advisors, Inc. with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kunita serves as president and treasurer of the Ted N. Wakida Foundation, a family 501(c)(3) nonprofit organization. J. W. Cole Advisors is a national SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives, offering portfolio management, fee-based financial planning, and multiple managed account solutions.

John Paul Abenoja is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding CFP®, ChFC®, and Series 63 designations, and has 15 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2010-2011 and operates Blue Sapphire Wealth Group. Outside of financial services, he owns and manages Plum & Azzy Shirts, a T-shirt business. Eagle Strategies serves a diverse clientele including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily through a large network of affiliated investment adviser representatives. The firm delivers tailored advice via multiple program types and focuses on non-discretionary asset management.

Andrew Chung is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including his current role at Eagle Strategies since 2017 and prior work with New York Life Insurance Company and NYLIFE Securities, LLC since 2013. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Kunita is a financial advisor at J. W. Cole Advisors, Inc. in Honolulu, HI, holding a Series 66 designation with four years of industry experience. Prior to joining J. W. Cole Advisors, he worked at Pearl Harbor Naval Shipyard and IMF for eleven years. He is also involved with Financial Architects of Hawaii, an independent agency that markets traditional life and health insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

John Turner is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63, 65, and 66 designations and has 19 years of industry experience. His career includes prior roles at Karatbars and ongoing work as an insurance agent writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various security types with a focus on client goals and risk tolerances.

Daniel Choy is a financial advisor with GWN Securities Inc. in Honolulu, HI, holding a Series 63 credential and bringing 44 years of industry experience. He has worked with GWN Securities since 2007 and has been involved with American Financial MTG since 2005 and Corinthians Financial Planners since 1981. Outside of advisory services, he engages in fixed life and annuity sales and holds a mortgage license, also working as a realtor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment approaches that include traditional asset allocation and legacy market-timing strategies.