Brayden Miyashiro is a financial advisor with Ameriprise in Waipahu, HI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports that address income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured program that emphasizes managed accounts and uses algorithmic tools to support its recommendations.

Ronald Ivanick is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for Crown Capital Securities, LP for 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to 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, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Darren Yoshioka is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2004 and holds a Series 66 designation. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Timothy Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at American Savings Bank, Cetera Investment Services, and E*TRADE Securities. He is based in Honolulu, HI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Fujimoto is a financial advisor with Ameriprise in Aiea, HI, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Fujimoto is involved in several community and nonprofit organizations, including serving on the board of Hoea - The Foundation, which awards grants to youth-focused initiatives, and holding leadership roles with local groups such as Na Koa and the Rotary Club of Pearlridge. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Young is a financial advisor with OSAIC based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors Inc, each for eight years. Young is involved in several related business activities, including insurance sales and retirement planning through entities such as Pacific Financial Partners and Retirement Solutions Hawaii LLC. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with a diverse range of investment options.

Arnold Tanaka is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Based in Honolulu, HI, he holds a Series 63 license. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing customized recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients approaching or in retirement, with a focus on assets managed within Ameriprise accounts.

Rob Suenishi is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following two years at Guaranteed Rate. Based in Honolulu, HI, Suenishi provides financial advisory services within a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning processes supported by advanced modeling tools and serves clients through both direct and employer-sponsored arrangements.

Brittany Adaniya is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017, and previously at Central Pacific Bank and LPL Financial from 2014 to 2017. Outside of her advisory role, she serves on the Supervisory Committee of Pearl Hawaii Federal Credit Union and is a board member of the Rotary Club of West Honolulu. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Anderson is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of Hawaii and First Command in various capacities. Outside of advising, he has experience as a certified personal trainer and as an independent medical sales distributor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kenneth Kaneshiro is a CFP®-certified financial advisor with 32 years of industry experience, currently serving at LPL Financial since 2010. He previously worked at Principal Financial Services from 2006 to 2010. Beyond his advisory role, Kaneshiro is associated with several business entities, including Kaneshiro Tokushige & Associates and Advanced Compensation Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors.

Easton Tsubata is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and six years of industry experience. His work history includes roles at Ameriprise since 2019, with prior experience at Uber, Mission Financial Group, and Northwestern Mutual. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Gidget Long is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Tyler Hironaka is a financial advisor with LPL Financial in Honolulu, HI. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining LPL, he worked at HawaiiUSA Federal Credit Union and held positions with the City & County of Honolulu and Central Michigan University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Diana Bowe is a financial advisor at Cetera with Series 66 registration and no prior industry experience. Her work history includes roles at American Savings Bank and Canon USA, Inc. She is based in Honolulu, Hawaii. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Steven Kira is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Before joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 16 years and Highland Capital Brokerage for 20 years. He is also the owner of Town & Country Golf, a business he has operated since 1981. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and integrated technological tools.

Matthew Megorden is a financial advisor at UBS Financial Services with 30 years of industry experience and holds Series 63 and Series 65 designations. He has been with UBS since 2009. Outside of his advisory role, he is involved in managing rental real estate through a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Jonathan Yashiro is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has held various roles within Cetera and related firms since 2020 and has prior experience at Valic Financial Advisors. Outside of his advisory work, he has operated an auto dealing business from 2019 to 2023 and works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Brandon Park is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2022 before joining Morgan Stanley in 2022. Outside of his advisory role, he serves as president of Exit Planning Exchange, a networking organization based in Winchester, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates firm-approved planning tools and economic modeling in its financial planning process.

Sean Umetsu is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Cetera and has worked within related firms since 2013. Outside of his advisory role, he is also involved in managing a rental property. 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 range of portfolio management and consulting services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.