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.

John Paul Abenoja is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding CFP®, ChFC®, and Series 63 designations, and has 15 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2010-2011 and operates Blue Sapphire Wealth Group. Outside of financial services, he owns and manages Plum & Azzy Shirts, a T-shirt business. Eagle Strategies serves a diverse clientele including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily through a large network of affiliated investment adviser representatives. The firm delivers tailored advice via multiple program types and focuses on non-discretionary asset management.

Andrew Chung is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including his current role at Eagle Strategies since 2017 and prior work with New York Life Insurance Company and NYLIFE Securities, LLC since 2013. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Kunita is a financial advisor at J. W. Cole Advisors, Inc. in Honolulu, HI, holding a Series 66 designation with four years of industry experience. Prior to joining J. W. Cole Advisors, he worked at Pearl Harbor Naval Shipyard and IMF for eleven years. He is also involved with Financial Architects of Hawaii, an independent agency that markets traditional life and health insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

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 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 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 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 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 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 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.

Sage Capone is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Prior to that, he was with Foundations Investment Advisors, LLC, and has provided estate planning services through EPCH since 2010. Additionally, he was involved with the East Oahu Volleyball Club for ten years. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management across various strategies and supporting a large advisor network with back-office and TAMP services.

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 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.