Shaun Kiriu is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 12 years at Southern Glazer's Wine & Spirits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jennifer Chun is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She spent 20 years at Royal Alliance Associates, Inc. before joining Ameriprise in 2025. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise.

Lawton Lee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Avantax Advisory Services and Integrated Wealth Solutions, as well as managing multiple business ventures in accounting, tax preparation, and mortgage services. He owns and operates several related companies, including ACEL, LLC and Business Integration Group, Inc., which provide mortgage and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by extensive program structures and custodial relationships.

Philip Viehl is a financial advisor with Merrill in Honolulu, HI, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has worked at Merrill and Merrill Lynch, P F&S since 1990 and has also been affiliated with Bank of America, NA since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karelen Takara Chang is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Chang worked at Waimalu Elementary and the University of Hawaii at Manoa. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.

Paul Yamashita is a financial advisor with Raymond James & Associates in Honolulu, HI, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Raymond James in 2017. Yamashita serves on the board of directors for CFA Hawaii, an organization focused on ethical and professional standards in the investment industry in Hawaii. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting services supported by a nationwide adviser network.

Ryder Akimoto is a financial advisor with Cetera in Honolulu, HI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he has worked at Hawaiian Island Creations, Hawaii Financial Advisors Inc, and Cetera Wealth Services, LLC. Outside of advisory work, he has been involved with Hawaiian Island Creations and has experience in other business activities unrelated to finance. Cetera Investment Advisers LLC is a large SEC-registered advisor that serves 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, financial planning, and consulting services and operates a multi-manager platform with various program options and custodial relationships.

Dwayne Arakaki is a financial advisor at Osaic Wealth, Inc. based in Honolulu, HI, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Royal Alliance Associates, Inc., Alpha Wealth Management and Planning LLC, and LPL Financial, LLC. In addition to his advisory role, he owns DA 401(K) Financial LLC, providing financial services to individuals and entities, and works as an independent insurance agent focusing on fixed insurance and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Cameron Igarashi is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies by taking a comprehensive approach that begins with understanding each client’s individual financial situation and life priorities. Cameron draws upon investment insights from Merrill and the banking and lending resources of Bank of America to deliver tailored financial plans designed to help clients pursue goals such as retirement planning, education funding, family wealth management, and portfolio management. Prior to joining the Igarashi Group alongside Senior Financial Advisor Karen Igarashi, Cameron served as a District Manager for Hertz where he gained experience in client relations, business management, and customer service. He holds a Bachelor’s Degree in Economics from Willamette University in Salem, Oregon, where he also played collegiate baseball. Cameron’s professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional pursuits, Cameron is involved in community volunteering and has interests in baseball, hiking, music, reading, spending time with his family, traveling, fitness, and working on his truck. His approach centers on developing deep, interpersonal relationships that serve as the foundation for creating individualized financial plans aligned with what matters most to his clients.

Richard Carlquist is a CFP® with 31 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and Manning Wealth Group. Carlquist is president and CEO of Deep Dive Financial Planning Group Inc. and also holds an ownership role with a Thai restaurant business in San Diego. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Matthew Haley is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Prior to joining LPL Financial in 2010, he worked at Principal Financial Services from 2005 to 2010. Haley is also a registered notary for the State of Hawaii and is involved in private wealth planning through McKeague & Haley, Inc. 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eriko Hayakawa is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise is a large institutional firm that offers 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.

Robert Lobdell is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Concourse Financial Group Securities Inc for 17 years. Outside of his advisory role, he assists his son as an independent insurance producer in selecting fixed life and fixed annuity products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alan Ho is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Tobias Martyn is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2011. Martyn serves as Chairman of the Investment Committee and is a board member of Island Insurance, a property and casualty company based in Honolulu. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Kristen Moura is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. She has held roles at Ameriprise since 2017 and worked previously with Royal Alliance Associates, Signator Investors, and Mark S. Shirakata. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service combines research, third-party data, and algorithmic tools to provide tailored recommendations within a defined investment framework.

Clyde Matsusaka is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Matsusaka is actively involved in teaching yoga and fitness classes in the Honolulu area. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Donna Sah is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kyle Kagimoto is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His career includes roles at American Savings Bank, Central Pacific Bank, LPL Financial, Raymond James Financial Services, and Morgan Stanley. He is based in Honolulu, HI. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning services. The firm supports a large network of advisors and manages over $256 billion in assets.

Naomi Marugame is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 credential and five years of industry experience. She is also part owner and head of operations for Akira Collection, a small swimwear company sold online, where she contributes to sewing and business decisions outside of securities trading hours. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets.