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Timothy B

Series 63, Series 65, Series 66

Honolulu, HI

Empower Advisory Group

Timothy Blaisdell is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he has worked at Waddell & Reed, Keller Williams Honolulu, and Berkshire Hathaway Home Services Hawaii Realty. He serves on the board of directors for Hawaii Dental Service and owns a real estate business focused on buying, renovating, and reselling houses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Dorothy G

Series 63, Series 65

Aiea, HI

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Kristi C

CFP®, ChFC®, Series 63, Series 66

Honolulu, HI

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ryan U

Series 66

Honolulu, HI

Valic Financial Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Adelia C

ChFC®, Series 63

Honolulu, HI

Guardian Life

Adelia Chung is a financial advisor with Guardian Life in Honolulu, HI, holding the ChFC® designation and Series 63 license. She has 39 years of industry experience, including roles at Park Avenue Securities, Securities America Advisors, and J.W. Cole Financial. Outside of her advisory work, Chung serves as a volunteer board member for several local nonprofit organizations, including the Rehab Hospital of the Pacific and the Straub Foundation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning and consulting solutions supported by proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Gage W

Series 65

Honolulu, HI

Creative Planning

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.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Alan C

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

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.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Thomas M

Series 63, Series 65

Honolulu, HI

&PARTNERS

Thomas Mccarthy is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Morgan Stanley. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with portfolio management available on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Morris K

ChFC®, Series 63, Series 65

Honolulu, HI

J. W. Cole Advisors, Inc.

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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John Paul A

CFP®, ChFC®, Series 63

Honolulu, HI

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Andrew C

Series 63, Series 66

Honolulu, HI

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Matthew K

Series 66

Honolulu, HI

J. W. Cole Advisors, Inc.

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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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.

Wealth management Retired
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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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Darin L

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Darin Leong is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Chinen & Arinaga Financial Group and PlanMember Securities Corporation since 2016. Leong also serves as a certified educator for National Benefit Services, providing 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. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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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.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Aaron D

Series 66

Honolulu, HI

Guardian Life

Aaron Domingo is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Honolulu, HI. He has 11 years of industry experience and has been with Park Avenue Securities since 2015 and Guardian Life since 2014. Outside of his advisory work, Domingo is a musician and serves on several nonprofit boards in Hawaii, including Ceeds of Peace Hawaii and the Friends of Hawaii Technology Academy. 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 consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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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.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Sage C

Series 65

Honolulu, HI

Brookstone Capital Management LLC

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.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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