Derek Wickes is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its financial planning process.

Michael Miura is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and focuses on matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Kimberly Ireijo is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including Hawaii State Federal Credit Union, CUSO Financial Services, and Raymond James Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 with access to affiliated and third-party investment options.

Joshua Ginting is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at First Hawaiian Bank for six years and has experience in overseas radio and television. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Nicholas Takahashi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank between 2013 and 2024. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles supported by extensive research and a broad affiliate network.

Ian Rhee is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Payden & Rygel for nine years. He holds the Series 66 designation and is based in Honolulu, HI. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans to clients’ goals and risk tolerances.

Brent Cassell is a financial advisor with Charles Schwab in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior work includes four years at Williams Selyem. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory recommendations with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Daniel Shiu is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as an intermediate soccer coach at Iolani School and is the secretary of the Hawaii Chapter of the Securities Industry Financial Markets Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from UBS Global Research.

Evan Kagimoto is a financial advisor with Cetera in Honolulu, HI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at American Savings Bank, New York Life, and University of Hawaii at Manoa. Outside of finance, he has been involved with Hans Hedemann Surf School. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, incorporating both affiliated and third-party managers.

Tanner Siu is a financial advisor at Edward Jones in Mililani, HI, holding a Series 66 credential. He has been with Edward Jones since 2026 and has prior experience at firms including Goldman Sachs and Avior Wealth Management. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm provides various investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Ronald Kikawa is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Prior to joining Raymond James in 2017, he spent 10 years with UBS Financial Services. He serves on the 401(k) Committee Task Force at The Pacific Club, an advisory role related to human resources and retirement planning. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a broad nationwide adviser network and an extensive affiliate ecosystem.

Chia Hua Sung is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving serious long-term investors. In this role, Chia Hua focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Chia Hua's approach involves creating personalized plans that address various financial objectives, including education funding, retirement lifestyle considerations, and long-term family goals. Chia Hua holds a Bachelor's Degree from the University of Hawaii System and has earned the Personal Investment Advisor (PIA) designation. Fluent in English, Mandarin, Japanese, and Taiwanese, Chia Hua leverages this linguistic proficiency to effectively communicate with a diverse client base.

Miles Mash is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 license and seven years of industry experience. He has worked at several firms including Merrill and Stifel, Voorhees Wealth Management Group, and has experience outside finance with roles at Dicks Sporting Goods and K. Hall Design. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning supported by firm-approved tools and methodologies.

Karina Kranz is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation. She has experience with Morgan Stanley and Mission Financial Group LLC, and has also been involved with the Business Executive Society of Tomorrow and educational roles at the University of Hawaii Manoa Shilder College of Business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, with a structured financial planning process supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Micah Yoshino is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Equitable, LLC, since 2016. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models or discretionary managers, utilizing a mix of third-party programs and firm-offered solutions.

John David Nako is a financial advisor at Edward Jones in Honolulu, HI, holding the CFP®, CFA®, and Series 66 designations with 10 years of industry experience. He has worked at Edward Jones since 2016, with a brief tenure at Realty Income Corporation in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and managing approximately $1.01 trillion in assets under management. The firm is noted for its extensive network of advisors and branch offices, affiliated mutual funds, and additional services including trust and securities-based lending.

Erica Lau is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She specializes in managing new wealth, portfolio management services, and retirement income, guiding clients through personalized wealth management strategies tailored to their individual goals and changing market conditions. With a Bachelor’s degree from the University of Washington, Erica holds the Professional Investment Advisor (PIA) designation. She emphasizes a client-centered approach by thoroughly understanding each client’s full financial picture and collaborating one-on-one to develop strategies that align with their long-term objectives. In addition to her professional role, Erica participates in community activities consistent with Merrill’s tradition of service. Outside of work, she enjoys reading, spending time with her family, and watching movies.

Antonio Criado is a financial advisor with Edward Jones in Pearl City, HI, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, Criado serves as the head referee for a local Brazilian Jiu-Jitsu tournament and works as a Brazilian Jiu-Jitsu coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Lori Fujikawa Casey is a financial advisor with LPL Enterprise, holding a Series 66 designation and having 22 years of industry experience. She has worked with Prudential Insurance Company of America since 2003 and joined LPL Enterprise in 2024. Outside of her advisory role, she serves as a non-voting advisory board member of the Japanese Women's Society Foundation in Honolulu. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios developed by its own research department and third-party strategists, and it also offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Christopher Byrer is a financial advisor with Edward Jones in Kaneohe, HI, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he owns several condominium rental properties in Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.