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.

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.

Alan Chinen is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with PlanMember and Scarborough Alliance Group since 2011 and has operated Chinen & Arinaga Financial Group since 1992, where he serves as president and chairman. Outside of advisory work, he is involved in local nonprofit activities, including serving as a trustee for the Chinen & Arinaga Charitable Foundation and as vice chairman of The Central In Mililani Foundation. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering risk-based mutual fund portfolios. The firm supports plan sponsors and participants through education, service centers, seminars, and personalized retirement planning.

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.