Danielle Lum is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bankoh Investment Services, First Hawaiian Bank, and Raymond James Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with access to various investment strategies and program structures.

Megan Masuno is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written 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 tailored, non-discretionary advice through a centralized consulting team.

Jodie Duvall is a CFP®-certified financial advisor with 23 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2017. Her prior experience includes seven years at Bancwest Investment Services and a long tenure at First Hawaiian Bank, where she also manages a team of platform producers. Duvall serves as an officer and board member of the Outrigger Duke Kahanamoku Foundation, including roles as interim assistant treasurer and finance committee member. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and consulting, using analytical tools and modeling to support client goals and includes specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Lena Gan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to clients' individual financial goals, supported by access to Merrill’s investment insights along with banking and lending solutions from Bank of America. Lena works closely with clients to develop flexible strategies aligned with today's changing market conditions. Her areas of focus include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Lena is committed to community involvement, dedicating time to volunteer with local organizations. Outside of her professional role, Lena enjoys basketball, camping, cooking, hiking, and surfing. She embraces a personal philosophy of working one-on-one with clients to create financial strategies that help pursue their long-term goals.

Gary Chong is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Royal Alliance Associates since 2017 and previously worked at Signator Investors, Inc. Chong is also the owner and president of Sconees Bakery, a non-investment-related business in Honolulu. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools, risk assessment, and both discretionary and non-discretionary portfolio management across various asset classes.

Russell Yamauchi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at NEXT Financial Group and Principal Securities Inc. Outside of his advisory role, he is involved in a property and casualty business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and 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.

Cindy Suzuki is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at firms including BancWest Investment Services and First Hawaiian Bank. Outside of advising, she serves as Vice President of the Thomas & Sumie McCabe Foundation, which approves grants for schools and charitable organizations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal finance and retirement plans.

Kyle Paguio is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019, following a year at MassMutual. Outside of his advisory role, he assists his fiancée’s family electrical business in Honolulu by managing invoices. Merrill, along 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 individuals, high-net-worth clients, and institutional accounts.

Jenny Do is a Series 66-licensed financial advisor with six years of industry experience. She currently works at UBS Financial Services Inc. and has previously held roles at Bank of America, Merrill, and Wells Fargo. Outside of her advisory work, she serves on the board of directors for the Waikiki Yacht Club in Honolulu. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and research-driven portfolio strategies.

Brian Higa is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in May 2007 and focuses primarily on retirement and education planning. Brian works with clients to assess their future financial needs and develop disciplined plans aimed at achieving their long-term goals. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. in 2010, and is also a Personal Investment Advisor (PIA). Brian earned a Bachelor’s Degree from the University of San Diego.

Keith Nunokawa is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Western International Securities, Inc. and UBS Financial Services. He is involved in several non-variable insurance-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning, model portfolios, and third-party asset management, supported by advanced operational tools and a broad platform that integrates advisory and non-advisory financial services.

Nicolas Longpre is a CFP® professional with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Sii Jhfn from 2015 to 2018. Outside of his advisory role, he owns an online ticket resale business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers customized investment solutions through a network of independent financial professionals and employs both proprietary and third-party model strategies.

Kaelene Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation, Mass Mutual Investors Services, Metlife Securities, Signator Investors, Inc., and Edward Jones. She is involved in a non-investment related business named HI-RIZERS. 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 financial planning services, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment options.

Scott Richardson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Bank of Hawaii, Central Pacific Bank, Liberty Mutual Insurance, and Bank of America. His current tenure at Cetera began in 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of program options under various discretionary authorities.

Pearl Duponte is a financial advisor with Raymond James Financial in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked with Raymond James Financial Services since 2017 and previously with First Hawaiian Bank and Bancwest Investment Services. Duponte also supports client services through her role at First Hawaiian Advisors. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and institutional portfolio management.

Shawn Meneely is a Series 66 licensed financial advisor with UBS Financial Services, where he has worked since 2000, accumulating 26 years of industry experience. He serves as vice president of Quarter K Inc., a family-associated entity involved in quarter horse racing and breeding. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Chrissy Kim is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise since 2017, including prior experience at UBS Financial Services. Ameriprise provides 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.

Alexander Heim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding clients through the full spectrum of financial planning from initial purchases to retirement. He leads The Heim McCollum Group, which leverages over 75 years of combined experience to provide personalized financial strategies tailored to clients' goals and priorities. The group's focus includes areas such as corporate and employee benefits, divorce transition planning, education planning, family wealth management, legacy planning, socially responsible investing, tax minimization, and retirement income. Heim is a holder of multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a high school diploma from Mid Pacific Institute and a bachelor's degree from Lake Forest College. Heim emphasizes understanding clients' unique perspectives in order to create financial strategies that reflect their investment approaches and life priorities. Outside of his professional work, Alexander Heim's interests include adventure sports, basketball, fishing, football, hiking, photography, pickleball, reading, swimming, and spending time with his family.

Alvin Hirata is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and also works with Primerica Financial Services. Outside of his advisory role, he serves as treasurer for Hale Molowa Inc., a corporation managing a real estate property in Hawaii, where he oversees financial responsibilities without compensation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Matthew Hirokane is a CFP® credentialed financial advisor with four years of industry experience, currently serving clients at Ameriprise in Kailua, HI. His prior experience includes roles at MUFG Union Bank, Raymond James Financial Services, and First Hawaiian Bank. He serves on the Board of Directors for the Honolulu Professionals Foundation and receives residuals as a former actor. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.