Wai Kee Chan is a financial advisor with Independent Financial Group, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. Prior to joining Independent Financial Group in 2025, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2013 to 2025, Charles Schwab from 2006 to 2013, Hoefner & Arnett Capital Management, Inc., and DWS Investment Management Americas, Inc. He serves as a board member for the Financial Planning Association of Hawaii and Junior Achievement of Hawaii, where he participates in governance and supports financial literacy programs. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses both proprietary and third-party models with a combination of passive and active investment strategies and offers financial planning, portfolio management, and retirement plan services.

Hayden Teruya is a financial advisor with Cetera Planning Partners in Honolulu, HI, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Cetera Wealth Services, The Retirement Planning Group, and First Hawaiian Advisors. Cetera Planning Partners serves individual and high-net-worth clients, focusing primarily on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

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 CFP® and ChFC® with 20 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2010. Outside of his advisory role, he is involved with several business ventures, including Liberty ID-Help, which assists clients with identity theft recovery, and holds ownership interests in a bookkeeping firm and a construction company. 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 offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products, alternative investments, and a range of integrated lending and consulting solutions.

Curtis Young is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously held positions at Voya Financial Partners, LLC, and Cetera Wealth Services, LLC. In addition to his advisory role, Young operates as an independent insurance agent specializing in fixed insurance and fixed annuities. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, employing both in-house and external strategists with a focus on model portfolios and technology-enabled tools.

Bryan Nakamoto is a CFP® with 24 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. His prior roles include positions at Securities America Advisors and Spectrum Wealth Management, LLC, the latter of which he owns. Nakamoto is also licensed as a real estate sales person in Honolulu, HI. Park Avenue Securities, 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 investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary and third-party platforms.

Larry Partida III is a ChFC® credentialed financial advisor with 14 years of industry experience. He is currently affiliated with Tlg Advisors, Inc. Prior to this, he worked with The Leaders Group Inc and NYLIFE Securities LLC. Larry also serves as an enlisted soldier in the Hawaii Army National Guard. Tlg Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse client base, including individuals, institutional investors, and retirement plans. The firm employs a manager selection process informed by fundamental analysis and Modern Portfolio Theory and offers both advisory and direct-to-consumer digital investment programs.

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 25 years of industry experience. He has worked at Brokers International Financial Services LLC since 2011 and Beneficial Financial Group since 2003. Taketa also operates as an independent insurance agent and owns a DBA for insurance and securities sales. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions, utilizing various investment approaches and third-party platforms.

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 licenses and bringing 10 years of industry experience. His prior work includes roles at Equitable Advisors and Prudential Insurance Company of America. Outside of his advisory work, he owns a business brokering non-registered insurance products and is appointed with outside carriers for property and casualty insurance sales. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Brent Yonemoto is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Voya in 2023, he worked at Edward Jones for three years and has a background in retail from positions at Jimmy Choo, Chanel, and T Galleria Hawaii. He is also involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations supported by both in-house and external strategists, offering a range of programs managed on both discretionary and non-discretionary bases.

Jan Tribler is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes tenure at Cambridge Investment Research and Guardian Life Insurance Company of America. Outside of his advisory work, Tribler is involved in a Medicare business focused on senior health plans. 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 integrates advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services, including access to proprietary and third-party advisory solutions.

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 Guardian Life in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. He has been with Guardian Life and its affiliated companies since 2014. Outside of his advisory role, he is an officer of Roar Brothers LLC, an investment-related activity. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with services tailored to client needs including financial planning, consulting, and access to alternative investments.

Mark Fansler is a CFP® and ChFC® with 34 years of experience in the financial industry. He has been with Guardian Life since 1999, serving clients from Honolulu, HI. Fansler also manages minor maintenance tasks for a private property management activity. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides comprehensive 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 investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Nicholas Manago is a financial advisor with Guardian Life in Honolulu, HI, holding Series 63 and Series 65 licenses. He has one year of industry experience and has worked at Park Avenue Securities since 2025, alongside a seven-year tenure at Guardian Life Insurance Company. Outside of his advisory role, he volunteers with the Hawaii Bicycling League. 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 investment management solutions, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

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.