Meeta Patel is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017 and has prior experience at CVS. Patel is a co-owner of NAP Partners, LLC, through which she manages her advisory business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, primarily for clients with accounts managed by Ameriprise.

Tyler Takahata is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Central Pacific Bank for six years before joining Wells Fargo in 2018. Outside of his advisory role, he serves as a notary public in Honolulu, HI. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

Westley Yamasaki is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns rental properties in Honolulu with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Shimana is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with First Allied Advisory Services, First Allied Securities, and Cetera, and currently owns Storybook Ventures, Inc., which operates under the dba Avodah Wealth Management. He also serves as a successor trustee for multiple family trusts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment approaches including model portfolios, third-party managers, and bespoke strategies.

Kenneth Lai is a financial advisor with UBS Financial Services in Honolulu, Hawaii, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he serves as the board treasurer for the Liliha Square Association of Apartment Owners. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services.

Sheri Tsubata is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services as a Client Associate at Smith Barney in 2007 before becoming a Financial Advisor in 2009. Sheri transitioned to Merrill Lynch in 2010, where she has since developed a client service model rooted in understanding each client's unique needs, concerns, and priorities. Her areas of focus include college education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. Sheri holds FINRA Series 7, 31, and 66 registrations, Life & Health Insurance licenses, and the Certified Plan Fiduciary Advisor® (CPFA) designation. She earned both her Bachelor of Science in Animal Science and her Japan-focused Master of Business Administration from the University of Hawaii at Manoa. Outside of work, Sheri spends time with her partner Shannessy and their son Kaisen. Their weekends often include camping, swimming at the beach, and planning new adventures. She balances her professional responsibilities with personal interests in cooking, traveling, and watching movies.

Steven Yamashita is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial in Honolulu, HI, and has held previous roles at Central Pacific Bank, Bankoh Investment Services, Guardian Life, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Mark Kobayashi is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2019, with prior experience at Bank of America and Merrill. He is also involved in fiduciary activities as a trustee. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations.

Jennifer Du Forstner is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that includes tax-aware withdrawal strategies and Social Security claiming options.

Elias Beniga is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings 18 years of experience as a Financial Advisor, along with additional expertise including two years in international business in Asia and 17 years in business banking, personal and commercial lending, and managing four community branches with Hawaii's largest bank. His client focus includes coordinating the financial affairs of families, entrepreneurs, executives, and non-profit organizations across the country. Elias applies a detailed and disciplined process tailored to support his clients' unique qualities and investment objectives, specializing in areas such as divorce transition planning, family wealth management strategies, services for endowments and foundations, retirement planning, and qualified retirement plan management. His education includes a Bachelor's Degree in Economics from the University of Hawaii, and he holds several professional designations including Certified 401(k) Professional, Certified Plan Fiduciary Advisor, Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist, Personal Investment Advisor, and Retirement Benefits Consultant. He is active in professional and community organizations, serving as a member of the Filipino Chamber of Commerce of Hawaii since 1996 and the Kalihi Business Association since 2018. His community involvement has included roles such as Chairman of the City & County of Honolulu - Oahu Workforce Investment Board and the State of Hawaii Act 159 - Filipino Centennial Celebration Commission. Outside of his professional work, Elias enjoys chess, golfing, hiking, reading, and spending time with his family.

David Edwards is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Central Pacific Bank. Outside of his advisory role, he owns DAE Group LLC, which manages direct payments from his Medicare sales business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient recommendations through a centralized consulting team.

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.