We focus on providing honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life. We are comprised of our CEO who is a CPA/PFS, CFP and have psychologists on board for financial and life coaching to accompany our technical advising. Our founder, Abel Soares III, had the vision to build a group of member firms where he would be able to share and utilize his knowledge to give back to those trying to better themselves and their lives. As a devoted husband and proud father of two boys, Abel set out to start a business where he could build a legacy for his family and be available for his family and clients. Abel is part Native Hawai'ian; and he grew up in Southern California, Idaho, and Oahu, Hawai'i. Abel obtained his Masters in Accounting Taxation from Boise State University and went on to work for regional and international CPA and Consulting firms for over 5 years. In these roles, he learned a great deal about various types of business models, industries and the secrets to success. He started his own successful tax and consulting business after obtaining his CPA (Certified Public Accounting License), and soon after discovered his true passion in personal financial planning. After a total of 8 years in the accounting and financial arena, his vision began to grow on how he could best serve clients. Once he obtained his CFP (Certified Financial Planner) and PFS (Personal Financial Specialist) designations, his vision for Hui Malama Advisors LLC and the member firms started coming into focus. Along the way, he noticed that the biggest factor of effective financial management, outside of being educated about finances, was the individual's mindset. This meant that someone with expertise in addressing the human psyche was necessary to provide a more holistic approach to financial planning. Abel set out to find business partners who could help him turn his dreams into a reality. He naturally started with his best partner of all – his wife, Sadé - who is currently completing her doctoral degree in clinical psychology. Together, they made Abel’s vision a reality by incorporating both financial and life coaching; and Hui Malama Advisors LLC was born. Abel has paved his own path into the world of entrepreneur-ism and has also invested in other businesses. He looks forward to using his years of experience in financial planning, consulting, and accounting to assist you in living your most abundant life through The Hui Malama Advisors LLC member firms.

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.

David Jacobs is a CFP® and Series 65-licensed financial advisor with 22 years of experience. He has been with Pathfinder Financial Services, LLC since 2004. The firm provides financial planning and portfolio supervision to individuals, families, trusts, estates, and related entities through comprehensive planning and investment supervision programs. Pathfinder employs an academically grounded, factor-oriented investment approach and manages client accounts primarily on a non-discretionary basis.

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.

Samuel Bello is a CFP® professional with 19 years of industry experience. He is affiliated with BelLoadVisers, LLC and also has concurrent roles at Andrews Advisory Associates, LLC and FSC Securities Corporation since 2006. BelLoadVisers, LLC provides customized financial planning and investment advice to individuals, corporations, trusts, private foundations, non-profits, and qualified retirement plans. The firm operates with a small adviser team and emphasizes a non-discretionary approach, working with clients to develop written investment policies and long-term asset allocation models, with portfolios monitored regularly.

David Bello is a CFP® professional with 12 years of industry experience. He is affiliated with BelLoadVisers, LLC and has had a long career with Bankers Life Company and Principal Mutual Life Insurance Company since 1979. BelloAdvisers, LLC provides customized financial planning and investment advice to individuals, corporations, trusts, private foundations, non-profits, and qualified retirement plans. The firm operates with a small adviser team, manages approximately $88.55 million for about 155 clients, and primarily uses a non-discretionary model where clients approve all trades.

Ethan Ho is a CFP® with 13 years of industry experience, currently serving as an advisor at Kala Capital. He previously worked at First Command Advisory Services and its affiliated companies for eight years. Outside of his advisory role, he is the owner and CEO of Kala Insurance, LLC and serves as Co-Chair of the National Eagle Scout Association, supporting local Boy Scouts through community service projects. Kala Capital Partners is a supported registered investment adviser managing approximately $18.1 million for about 65 clients, including individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diverse investment approach that incorporates fundamental, technical, quantitative, and cyclical analysis.

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.

April Nakayama Frost is a financial advisor with Kala Capital and holds a Series 66 designation. She has 10 years of industry experience, including five years with Kala Capital Partners and five years with First Command Financial Planning and its related entities. She has also worked at Kalaheo High School for over a decade. Kala Capital Partners provides portfolio management, financial planning, and retirement plan consulting services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, often employing third-party sub-advisors to manage portfolios primarily on a discretionary basis.

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.

Cullen Dochin is a financial advisor at Kala Capital with a Series 65 license and one year of industry experience. Prior to joining Kala Capital, he operated Cullen Dochin Music LLC and has been involved in various roles including work in agriculture and entertainment. Kala Capital Partners provides portfolio management, financial planning, and retirement plan consulting services to individual and high-net-worth clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and may use third-party sub-advisors to manage portfolios primarily on a discretionary basis.

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.

Christopher Bueno is a financial advisor at Kala Capital with eight years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services, Inc. and related entities. Outside of his advisory work, he serves as an assistant chess coach at Iolani High School, teaching students competitive chess. Kala Capital Partners advises individual and high-net-worth clients through comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis and offers both discretionary and non-discretionary portfolio management.

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.