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John T
Series 63, Series 65, Series 66
Waipahu, HI
Bankers Life Advisory Services, Inc.
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 C
Series 63
Honolulu, HI
GWN Securities Inc.
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.
Darin L
Series 65, Series 63
Mililani, HI
Planmember Securities Corporation
Darin Leong is a financial advisor at PlanMember Securities Corporation with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Chinen & Arinaga Financial Group since 2016. In addition to his advisory role, Leong serves as a certified financial education presenter for National Benefit Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering ERISA Section 3(38) fiduciary oversight and participant-level investment options. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education, support, and separation counseling to plan sponsors and participants.
Alexander L
Series 63, Series 65
Mililani, HI
Planmember Securities Corporation
Alexander Lau is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked with Planmember since 2011 and also maintains a long-term association with Chinen & Arinaga Financial Group. Outside of his advisory roles, Lau serves as an accountant for Hope Chapel West Oahu and delivers financial education presentations as a certified educator for National Benefit Services, LLC. 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 employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.
Jason K
ChFC®, Series 63
Honolulu, HI
Eagle Strategies (NY Life)
Jason King is a financial advisor with Eagle Strategies (NY Life) in Honolulu, HI, holding the ChFC® and Series 63 designations. He has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis.
Aaron D
Series 66
Honolulu, HI
Guardian Life
Aaron Domingo is a financial advisor at Guardian Life with 11 years of industry experience and holds a Series 66 designation. He has been associated with Park Avenue Securities since 2015 and Guardian Life Insurance since 2014. Outside of his advisory work, Domingo is involved in several nonprofit boards in Hawaii and plays music for various events as a side hobby. Park Avenue Securities LLC, operating as 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 consulting, and investment advisory programs using both proprietary and third-party models.
Cindy A
Series 63, Series 65
Mililani, HI
Planmember Securities Corporation
Cindy Asuncion is a financial advisor with Planmember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Planmember since 2011 and concurrently serves as a financial advisor at Chinen & Arinaga Financial Group since 2001. Additionally, she conducts financial education presentations as a seminar educator for National Benefit Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.
Asa K
Series 63, Series 66
Honolulu, HI
Integrated Wealth Concepts LLC
Asa Kajihiro is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, OneDigital Investment Advisors LLC, and Independent Financial Partners. Kajihiro operates in Honolulu, HI. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and a combination of internal management and third-party asset managers.
Daniel P
Series 65, Series 63
Mililani, HI
Planmember Securities Corporation
Daniel Peters is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PlanMember since 2016 and is also involved with Chinen & Arinaga Financial Group and his own independent practice. Outside of his advisory roles, Peters serves as a worship pastor at Moanalua Gardens Missionary Church and conducts financial education workshops for Hawaii Department of Education employees. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a top-down strategic asset allocation approach, offering risk-based mutual fund portfolios and educational support to plan sponsors and participants.
Brant Y
Series 63, Series 65
Mililani, HI
Planmember Securities Corporation
Brant Yoshida is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with PlanMember since 2011 and is also involved with Chinen & Arinaga Financial Group and Chuck's Steak & Seafood Restaurant. Additionally, he presents financial education seminars through National Benefit Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for numerous plans. The firm uses a strategic asset allocation framework and risk-based mutual fund portfolios to guide investment decisions and offers educational support and personalized retirement planning to plan sponsors and participants.
Nicholas Y
Series 63, Series 66
Honolulu, HI
VOYA Financial Advisors, Inc.
Nicholas Yee is a financial advisor with VOYA Financial Advisors, Inc. in Honolulu, HI, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of finance, he works as an extra on television shows filmed in Hawaii. VOYA Financial Advisors serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.
Kevin M
Series 63, Series 65
Honolulu, HI
Empower Advisory Group
Kevin Malmud is a financial advisor with Empower Advisory Group in Honolulu, HI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with Prudential Insurance Company of America and Prudential Investment Management Services since 2013 and with GWFS Equities, Inc. since 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and saving rates within plan lineups selected by plan sponsors.
Kent O
Series 63, Series 65
Mililani, HI
Planmember Securities Corporation
Kent Okamura is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Chinen & Arinaga Financial Group and currently manages roles outside finance including ownership and management of a content creation business and an online retail sales company. Additionally, he is employed as a line cook at a local restaurant. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.
Jennifer C
Series 63, Series 65
Kapolei, HI
Cetera
Jennifer Cabo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked with Bankoh Investment Services, Inc. since 2013 and joined Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities and supporting a large network of advisors nationwide.
Annette P
Series 63, Series 65
Honolulu, HI
Cetera
Annette Printers is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 20 years of industry experience. Her career includes roles at Cetera Wealth Services, Summit Financial Group, and Hawaii Financial Advisors, where she has worked since 2015. Outside of her advisory work, she serves on the Board of Managers for the Kalihi YMCA and is president of the BNI Hawaii KAO Chapter, a business networking organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, managing over $256 billion in assets across more than 10,000 advisors.
Christina H
Series 63, Series 65
Honolulu, HI
Morgan Stanley
Christina Hom is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a board member for the Hawaii International Film Festival and owns a restaurant called Taco Junction in Honolulu. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques and offers both retail and institutional investment services.
Lee Y
Series 66
Honolulu, HI
Equitable Advisors
Lee Yamane is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including the firm's prior entity, Axa Advisors, LLC. In addition to his advisory work, he provides notary services to Equitable clients without charge. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers, providing fiduciary services and access to a wide range of investment products.
Adrian H
Series 63, Series 65
Honolulu, HI
Cetera
Adrian Holmes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, Prudential Insurance, and New York Life. Outside of his advisory work, Holmes is the sole owner of Hale Hoop, a basketball training business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.
Willis K
Series 66
Honolulu, HI
Raymond James Financial
Willis Kato is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2017, following seven years at Wedbush Securities. Kato also owns Willis Kato LLC, a support company providing services to Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.
Christopher A
Series 66
Honolulu, HI
STIFEL
Christopher Ark is a Series 66-licensed financial advisor with Stifel in Honolulu, Hawaii, where he has worked since 2015. He has four years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.
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