Brett Bidwell is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 17 years of industry experience. He has been with C.M. Bidwell & Associates Ltd since 2012. The firm provides discretionary investment advisory services to individual clients, including high-net-worth households, as well as institutional accounts. C.M. Bidwell & Associates employs actively managed equity strategies based on a proprietary quantitative model and focuses on investment-grade fixed-income securities, serving a range of taxable, tax-deferred, pension, and charitable accounts.

Frank Yi is a financial advisor at Twin Lakes Capital in Honolulu, HI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at TLA Capital Management, LLC for seven years. Twin Lakes Capital serves primarily higher-net-worth individuals and families, offering customized portfolio management and financial planning. The firm employs a long-term, value-oriented investment approach that integrates macroeconomic analysis with proprietary research and manages approximately $246 million in client assets.

Christina Brown is a CFP® professional with 18 years of experience in financial advising. She has been with Andrews Advisory Associates, LLC since 2007. The firm provides discretionary investment management, retirement plan advisory, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. Andrews Advisory Associates employs a primarily passive investment approach with an active dividend-growth stock strategy for larger accounts and offers a proprietary 401(k) platform featuring discretionary ERISA Section 3(38) model portfolios alongside participant-directed options.

Steven Connell is a financial advisor at Diamond Head Financial Advisors LLC in Honolulu, HI, holding a Series 65 designation and with 16 years of industry experience. He has been with Diamond Head Financial Advisors LLC since 2009. The firm provides discretionary investment supervisory services and individual portfolio management to individuals, trusts, and pension or profit-sharing plans. Its approach combines fundamental, technical, cyclical, and qualitative analysis across long-term, short-term, and trading strategies, with continuous account monitoring and periodic performance reporting.

George Hart Jr. is a financial advisor with Wealth Alignment Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. His prior work includes roles at City National Bank and RBC Capital Markets. Wealth Alignment Partners, LLC serves pooled and institutional clients as well as individuals and families, providing discretionary investment management, customized financial planning, and occasional business consulting. The firm emphasizes client-specific investment policy statements and tailored asset allocations, using a combination of fundamental and technical analysis.

Niall Kilcommons is a CFA® charterholder with 22 years of industry experience. He has been with C.M. Bidwell & Associates Ltd since 1999. The firm serves both individual and institutional clients, managing taxable and tax-deferred accounts with an emphasis on actively managed, long-only equity strategies and high-quality fixed-income allocations. C.M. Bidwell & Associates is notable for its proprietary quantitative model, regular portfolio reviews, and flexible fee arrangements including performance-based accounts.

Travis Tsukayama is a financial advisor at Andrews Advisory Associates, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Andrews Advisory Associates since 2015. In addition to his advisory role, he has been affiliated with the University of Hawaii since 2006. Andrews Advisory Associates, LLC is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes asset allocation, dollar-cost averaging, and portfolio construction primarily through low-cost passive ETFs and mutual funds, while also offering an active dividend-growth stock strategy for larger accounts.

Scott Tonai is a financial advisor with Andrews Advisory Associates, LLC, holding CFP® certification and Series 65 and Series 63 licenses, with 10 years of industry experience. His career includes roles at Raymond James Financial Services, First Hawaiian Bank and Advisors, LPL Financial, and Tsukazaki & Associates. Outside of finance, he works part-time as an associate at Navy Marine Golf Course in Honolulu. Andrews Advisory Associates serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes a "Keep It Simple" investment philosophy focused on diversified asset allocation, dollar-cost averaging, and the use of low-cost passive ETFs and mutual funds, alongside a targeted dividend-growth individual-stock strategy for larger portfolios.

Max Chun Van Osdol is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with C.M. Bidwell & Associates Ltd in Honolulu, HI since 2012. C.M. Bidwell & Associates is a discretionary investment adviser serving individual clients, including high-net-worth households, as well as institutional accounts. The firm employs a proprietary quantitative model for actively managed equity strategies and focuses on high-quality, investment-grade fixed-income allocations, offering a range of portfolio management and advisory services while accommodating client-imposed investment restrictions.

Gordon Nihei is a Series 65 licensed financial advisor with 14 years of industry experience. He is a principal at Humble Capital Management LLC and Humble Capital Holdings LLC, where he manages business activities related to the firm's real estate holdings. Humble Capital Management provides discretionary investment management services to a private investment fund and separately managed accounts for high-net-worth individuals, pension and profit-sharing plans, and charities. The firm employs a fundamental value-oriented approach focused on acquiring equity securities of companies trading below intrinsic value and maintains relatively concentrated portfolios.

Kera Wong Miyasato is a financial advisor at Neokai Capital with three years of industry experience. She holds a Series 65 designation and has previously worked at Merrill Lynch Wealth Management and held multiple roles at the University of Hawai'i. Outside of advising, she has been involved with KeraMiya Financial Education, LLC and The Tidy Home, LLC. Neokai Capital provides discretionary portfolio management and periodic investment reviews for individuals, high-net-worth clients, corporations, and business entities. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios that include margin and options strategies, managing accounts with documented risk tolerances.

Kawika Shoji is a financial advisor at Regency Capital Management Inc. in Honolulu, HI, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked for 12 years with USA Volleyball. Regency Capital Management provides discretionary investment and wealth management services to individuals, trusts, retirement plans, and institutions, typically serving clients with $1 million or more in investable assets. The firm employs both model and bespoke strategies, combining fundamental analysis with quantitative tools, and serves a mix of individual and institutional clients, including private funds and pooled investment vehicles.

Chad Sakumoto is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Humble Capital Management LLC in Honolulu, HI. He is also the Chief Investment Officer for a privately held construction company and a partner in Walk Fantastic LLC, a surfboard manufacturing and sales business. Sakumoto has been affiliated with Humble Capital Management since 2009. Humble Capital Management provides discretionary investment management to a private investment fund and separately managed accounts for high-net-worth individuals, pension plans, and charities. The firm follows a fundamental value-oriented approach focusing on equity securities of companies trading below intrinsic value and employs performance-based fees uncommon for firms of its size.

Owen Lahr is a financial advisor at Andrews Advisory Associates, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Andrews Advisory Associates since 2023. Prior to his advisory role, he was involved with the Hawaii Boat Club and Kaneohe Yacht Club, and has experience with Vector Marketing Cutco and academic positions at the University of Hawaii and Amador Valley High School. Andrews Advisory Associates, LLC is a SEC-registered investment adviser managing approximately $236 million in client assets. The firm provides discretionary investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, using a primarily passive investment approach supplemented by an active dividend-growth stock strategy for larger accounts.

George Hart is a financial advisor at Wealth Alignment Partners, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked for Aqua-Aston Hospitality for eleven years. Outside of his advisory role, he is a fitness instructor at CorePower Yoga and a minority partner in Endorfit Social. Wealth Alignment Partners, LLC serves pooled and institutional clients as well as individuals and families, offering discretionary investment management alongside customized financial planning and occasional business consulting. The firm emphasizes client-specific investment policy statements and tailored asset allocations, using both fundamental and technical analysis.

Clinton Bidwell III is a financial advisor with C.M. Bidwell & Associates Ltd, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at La Salle St. Securities, Inc. for 23 years and has been concurrently associated with C.M. Bidwell & Associates since 1979. C.M. Bidwell & Associates is a discretionary investment adviser serving individual, high-net-worth, and institutional clients. The firm offers actively managed equity strategies based on proprietary quantitative models and focuses fixed-income allocations on investment-grade securities, providing a range of portfolio management and advisory services with considerations for client-imposed investment restrictions.

Nathan Graves is a financial advisor at Kipos Wealth with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill and State Farm VP Management Corp from 2015 to 2023. Graves also operates as an insurance agent, offering insurance products to firm clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including alternatives and sophisticated instruments, and manages both discretionary and non-discretionary accounts.

Jordan Baird is a financial advisor at Neokai Capital in Honolulu, HI, holding a Series 65 designation with three years of industry experience. Prior to joining Neokai Capital in 2022, he worked at Leatherman Tool Group from 2015 to 2018. Neokai Capital advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and investment reviews tailored to each client’s Investment Policy Statement. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, incorporating margin and options strategies within separately managed accounts.

Todd Erskine is a CFP®, CFA®, and Series 63 credentialed advisor with 12 years of industry experience. He is currently with Chapman Financial Group, doing business as Kokua Capital Management, where he has worked since 2016. Chapman Financial Group, operating as Kokua Capital Management, provides discretionary wealth management to individual and high-net-worth clients and offers separate-account fixed-income sub-advisory services to other investment adviser firms. The firm employs an actively managed, long-term approach combining fundamental and technical analysis, and it utilizes a range of instruments and trading arrangements that extend beyond typical retail wealth management.

Olivia Uong is a financial advisor at Neokai Capital in Honolulu, HI, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Magnit, Ursus, Inc., Fuel Talent, Nike, Inc., Leatherman Tool Group, and Vectra Visual. Neokai Capital provides discretionary portfolio management and investment reviews for individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, using both long- and short-term trading approaches including margin and options strategies.