Chrissy Kim is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise since 2017, including prior experience at UBS Financial Services. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alexander Heim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding clients through the full spectrum of financial planning from initial purchases to retirement. He leads The Heim McCollum Group, which leverages over 75 years of combined experience to provide personalized financial strategies tailored to clients' goals and priorities. The group's focus includes areas such as corporate and employee benefits, divorce transition planning, education planning, family wealth management, legacy planning, socially responsible investing, tax minimization, and retirement income. Heim is a holder of multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a high school diploma from Mid Pacific Institute and a bachelor's degree from Lake Forest College. Heim emphasizes understanding clients' unique perspectives in order to create financial strategies that reflect their investment approaches and life priorities. Outside of his professional work, Alexander Heim's interests include adventure sports, basketball, fishing, football, hiking, photography, pickleball, reading, swimming, and spending time with his family.

Alvin Hirata is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and also works with Primerica Financial Services. Outside of his advisory role, he serves as treasurer for Hale Molowa Inc., a corporation managing a real estate property in Hawaii, where he oversees financial responsibilities without compensation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Franklin Portillo is a CFP® with 19 years of industry experience, currently serving at Morgan Stanley in Honolulu, HI. He has previously worked with firms including First Hawaiian Bank, Raymond James Financial, Central Pacific Bank, and LPL Financial. Portillo is a board member of FPA Hawaii, an organization focused on financial advisor education in the state. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services using structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Gerald Wilson is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 50 years of industry experience. He previously spent 18 years at Concourse Financial Group Securities Inc and has operated Hawaii Financial Store Inc since 1978. Wilson serves as an advisory board member for the National Christian Foundation Hawaii, assisting with community outreach. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors, featuring diverse program structures and access to affiliated and third-party money managers.

Kana Radin is a financial advisor with Cambridge Investment Research Advisors in Honolulu, HI, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and also operates Wealth Managing Partners, a separate financial advisory practice. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and unaffiliated model strategies tailored to client objectives.

Joo Sun Kim is a financial advisor at Morgan Stanley in Honolulu, HI, with 10 years of industry experience. She has held roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Tracy Nakashima is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and 26 years of industry experience. She has been with UBS since 2007. Nakashima has served as treasurer and board member for nonprofit organizations focused on children's health and welfare as well as youth charity activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Joanne Watanabe is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and over 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 1992. Outside of her advisory role, she is involved in independent insurance brokering for long-term care. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary advice while emphasizing Ameriprise-managed accounts and affiliated investment products.

Didi Hoang is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment selection and a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Eric Allen Ching is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Paxton is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at RBC Capital Markets and D.A. Davidson & Co. He also has a background at the University of Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Gregory Woo is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Tara Holthus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Ameriprise and Prosperwell Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Ronald Ogawa is a financial advisor with Cetera, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he is a manager and co-owner of two non-investment related rental property businesses in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients across wealth segments, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with discretionary and non-discretionary program options.

Kevin Isoda is a financial advisor with Ameriprise based in Honolulu, HI, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware advice focused on dependable income sources for clients approaching or in retirement.

Kaipo Masicampo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Charles Schwab since 2011 and with Charles Schwab Bank, SSB since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale platform combining non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.

Richard Cheong is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for PayPal Inc. for eight years. Outside of his advisory role, he manages two rental properties in Honolulu as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by firm-approved tools and market simulation models.

Ryan Kuroiwa is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at First Hawaiian Bank for six years and held positions at Lyft and the Pearl Harbor Naval Shipyard. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Judith Slawsky is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. Her career includes long-term roles at First Allied Advisory Services and First Allied Securities. She owns a tax preparation and accounting business and serves on the boards of the Exchange Club of Downtown Honolulu and the Hawaii Times Building. Cetera is an SEC-registered adviser operating a large nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary programs.