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 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 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 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 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 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 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.

Bernard Yip is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and over 30 years of experience. He has worked extensively with First Hawaiian Bank and its affiliated entities since 1996 and has been associated with Raymond James since 2017, focusing on lifecycle planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients using tailored, non-discretionary planning and analytical tools to support client goals.

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 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 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 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.

Lenn Yonemura is a financial advisor at Edward Jones in Mililani, HI, holding a Series 66 designation and with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in hospitality roles with Kyoya Ohana LLC at The Royal Hawaiian and Sheraton Waikiki from 2016 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lance Kakimoto is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Kakimoto serves on the board of directors for the Associated Builders and Contractors, Hawaii Chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Colby Sato is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bankoh Investment Services, Inc., Equitable Advisors, Hawaii Medical Services Association, and a decade at Tommy Bahama (Oxford Industries). Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies and program options.

Melinda Facer is a financial advisor with Merrill, holding Series 63 and Series 66 licenses, and has 31 years of industry experience. She has been with Merrill since 2002, totaling 24 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dean Spagnoli is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and approved planning tools to model various outcomes.

Gail Hamada is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 after 15 years with Ameriprise Financial Services, Inc. She is based in Honolulu, HI and holds a Series 63 license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach involves collaborative planning supported by proprietary research and algorithmic tools, with distinctive enrollment criteria and an investment platform influenced by its affiliated product ecosystem.

Yuka Tarui is a CFP®-credentialed financial advisor with seven years of industry experience, currently working at Morgan Stanley in Honolulu, HI. Her prior experience includes roles at Raymond James Financial Services, First Hawaiian Advisors, and Pacific Bridge Wealth Resources. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

John Araki is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options and operational tools.