Matthew Nilsen is a financial advisor at First Command Advisory Services with a Series 66 credential and one year of industry experience. His prior experience includes service in the United States Navy from 2018 to 2025 and academic roles at Old Dominion University and The Pennsylvania State University. 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 multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.

Vladimir Sasic is a financial advisor at Guardian Life with 20 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 66 and Series 63 licenses. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in several business ventures, including ownership in a bookkeeping firm and a minority interest in a construction company, as well as operating a business that assists foreign nationals in establishing US operations. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and features proprietary and third-party managed model portfolios.

Curtis Young is a financial advisor with VOYA Financial Advisors, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside his advisory role, Young also operates as an independent insurance agent specializing in fixed insurance and fixed annuities. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple advisory program structures, with a focus on recommendation-based, non-discretionary management.

Bryan Nakamoto is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Securities America Advisors, and J.W. Cole Advisors. Nakamoto is also the owner of Spectrum Wealth Management, LLC, through which he maintains a separate advisory business. Primerica Advisors serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and retirement planning. The firm employs a range of investment strategies including proprietary models, third-party managers, and digital advice solutions.

Larry Partida III is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he serves as an enlisted soldier in the Hawaii Army National Guard, specializing in communications. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves a diverse client base including individuals, retirement plans, trusts, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a proprietary direct-to-consumer program called Starlight Portfolios.

Tania Fukuda Freuler is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds the CFP® and ChFC® designations and has worked with Wahine Wealth Partners, Tania Marie Financial, and New York Life Insurance Company. She is a member of the Organization of Women Leaders (OWL) in Hawaii, a networking group for professional women. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Calvin Taketa is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Brokers International Financial Services LLC since 2011 and Beneficial Financial Group since 2003. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management strategies across various asset classes.

Jonathan Nakamoto is a financial advisor at TIAA-CREF in Honolulu, HI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm operates within a vertically integrated group and offers both model-based and customized portfolio management under fiduciary standards.

Johnathan Lee is an advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at Chinen & Arinaga Financial Group, Inc., PlanMember Securities Corporation, and the Bank of Hawaii. Lee also serves as a certified educator for National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while providing education and support services, including seminars and personalized retirement planning.

Mackenzie Niblack is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, Mackenzie has held various roles including self-employment as a house manager performing household tasks such as cooking, cleaning, and dog walking. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Hsu is a financial advisor with Eagle Strategies (NY Life) in Honolulu, HI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Equitable Advisors, the Prudential Insurance Company of America, and Hilton Hawaiian Village. He is also involved in insurance brokering as an owner of a firm that works with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships with third-party managers.

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.