Aron Ewen is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. The firm serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. Stifel’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Nicholas Lobdell is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services Inc and Concourse Financial Group Securities Inc. Outside of advisory work, he is also involved in the insurance business, providing fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.

Joshua Kobayashi is a financial advisor with Ameriprise in Pearl City, HI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Hawaiian Bank and the University of Hawaii at Manoa. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted advice primarily for clients with Ameriprise-managed accounts.

Michael Ark is a financial advisor with Stifel in Honolulu, HI, holding a Series 63 designation and 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Debra Bennett is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its predecessor firms since 1986. Outside of her advisory role, she is involved in real estate ownership in Hawaii. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Randin Yagi is a financial advisor with Edward Jones in Aiea, HI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dan Shimogawa is a financial advisor at Osaic with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Inc. and National Planning Corporation. Outside of his advisory role, he manages a sole proprietorship providing OSJ and consulting services and serves as managing director of Coda Financial Advisor Network. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Melissa Clary is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 19 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016. Outside of her advisory role, she is the owner of a CPA firm, CLARY & ASSOCIATES CPAS PLLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a variety of investment implementation options tailored to client objectives, including proprietary model strategies and access to independent third-party managers.

Benjamin Molloy is a financial advisor with Charles Schwab in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade Inc. Outside of his advisory role, he is a member of Waialua Valley Farms LLC, involved in agriculture, and owns a separate real estate business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client relationships with access to affiliated discretionary portfolios and employs a multi-asset investment approach supported by in-house research and alternative investment options.

Christopher Kam is a financial advisor with Edward Jones in Kailua, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he is involved in several family property rental businesses in Kailua. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jasen Ishihara is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Valic Financial Advisors, Cetera Wealth Services, and multiple positions within LPL Financial since 2009. He is involved with Aloha Pacific Federal Credit Union through its financial group entity. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Ashli Sasano is a financial advisor at Equitable Advisors with 12 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2013, following a role at Axa Advisors. Outside of advising, she serves as a board member and co-treasurer for the SHA Class of 2000 and works as an advertising sales consultant. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutional clients, and nonprofit organizations. The firm employs a network of Investment Adviser Representatives and offers a range of third-party advisory programs alongside firm-administered investment solutions.

Deane Endo is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with LPL Financial since 2012. Prior to that, he worked at Edward Jones for four years. He is also involved in selling Medicare Advantage Supplemental insurance through Advocate Health 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

David Oconnor is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he coaches and teaches boys basketball at Saint Louis School in Honolulu. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Matthew Mccarville is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques such as Monte Carlo simulations in its planning process.

Jeremy Gabriel Clark is a financial advisor with Raymond James Financial, holding a Series 66 credential and six years of industry experience. He has held roles at Raymond James Financial Services, Inc. since 2018 and also works with First Hawaiian Bank. Outside of advisory work, he has experience in a packing and shipping business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a range of advisory programs and consulting services.

Christopher Otto is a financial advisor with Cetera in Honolulu, HI, holding the CFP® and Series 63 credentials and bringing 23 years of industry experience. He has worked at Bankoh Investment Services, Inc. since 2014 and joined Cetera in 2025. Outside of his advisory role, he serves as chairman of MAKAIEKA INVESTMENTS LLC, participates on multiple nonprofit boards including the Hawaii Children's Cancer Foundation and Arthritis Foundation – Hawaii Chapter, and is president of the Securities Industry Association of Hawaii. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of portfolio management, financial planning, and retirement services to individual and institutional clients. The firm operates a large multi-manager platform offering access to affiliated and third-party strategies across various program structures and custodial relationships.

Parker Wong is a financial advisor at Ameriprise with seven years of experience, including one year as a licensed advisor. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise in 2019, he worked at Pacific University for four years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joanne Shimada is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with LPL Financial since 2005, following five years at Equitable Advisors. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Jeanette Fernandez is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is involved in art and culture education through Intentional Teachings LLC, where she serves as a teacher. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.