Tod Marcus is a financial advisor at Honolulu Capital Management in Honolulu, HI, with 10 years of industry experience. He holds a Series 65 designation and has operated his own firm, Tod A. Marcus, Inc., since 2009. Outside of finance, he owns and manages a retail and outfitting business, Oahu Surf Shop, dedicating time to administrative and customer service duties. Honolulu Capital Management provides tailored asset management services to individuals, high-net-worth households, and corporate or small-business clients. The firm employs a fundamental, value-oriented investment approach with non-discretionary portfolio management and offers affiliated tax and accounting services.

Steven Nakao is the sole advisor at Aloha Wealthcare Management, LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been involved with Net Hawaii, Inc. since 1995, where he serves as a pension administrator providing third-party pension plan services. Aloha Wealthcare Management offers investment advisory, financial planning, and consulting services to individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a non-discretionary investment approach that integrates fundamental, technical, and cyclical analysis with an emphasis on long-term asset allocation and periodic portfolio reviews.

Adam Vila is a CFP® and ChFC® with 15 years of experience in financial advisory services. He is the principal of Milestone Wealth Management & Insurance, LLC, operating in Honolulu, HI since 2018. Prior to founding Milestone, Vila worked at Cambridge Investment Research Advisors, Inc. and Milestone Financial Services, LLC. Milestone Wealth Management & Insurance provides investment management, financial planning, employee benefit plan consulting, and advisory insurance services to individuals, high-net-worth clients, and businesses. The firm’s investment approach focuses on passive portfolio construction using index mutual funds and ETFs, complemented by fundamental and technical analysis, with a notable emphasis on non-discretionary asset management and regular client reporting.

Leonard Kingsley is a CFP® with 10 years of experience in the financial services industry. He is the sole advisor at 1stto50th LLC, an independent firm he has led since 2023. His prior experience includes roles at Commonwealth Financial Network, WSFS Private Bank, and various insurance firms. 1stto50th LLC provides retirement plan consulting to plan sponsors and limited-scope investment management to individuals, families, trusts, endowments, and related organizations. The firm operates mainly on a non-discretionary basis, emphasizing goals-based discovery, customized investment policy statements, and a blend of passive and active investment strategies.

Monica Jennings is a CFP® and Series 65-licensed advisor with 21 years of industry experience. She is the principal of Jennings Financial Planning, Inc., an independent firm she has led since 2004. Prior to founding the firm, she was associated with James D. Jennings CPA, Inc., where she remains involved. Jennings Financial Planning, Inc. provides investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm employs a long-term, asset-class investment approach based on Modern Portfolio Theory, using diversified portfolios primarily composed of passively managed ETFs and no-load mutual funds, and offers pension consulting and ERISA fiduciary advice alongside its core services.

Sawyer Patrick is a financial advisor with Financial Planning Hawaii, Inc., holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining the firm, he worked in roles at Hawaiian Airlines, The Greenbrier Companies, Nike, and the University of Oregon Student Recreation Center. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individuals, families, and small businesses nationwide. The firm emphasizes academic investment frameworks, favors passive equity allocations, and offers discretionary portfolio management alongside a fee-only planning service.

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.

Robert Priske is a financial advisor with Robert Priske, LLC in Honolulu, HI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Robert Priske, LLC since 2000. Robert Priske, LLC provides fee-only investment management and financial planning services to individuals, pension plans, trusts, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis across a broad range of strategies while emphasizing tax-saving portfolio management and offering financial planning without additional charges.

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.

Donald Clephane is a CFP® with 30 years of experience in the financial services industry. He has been with Oak Tree Securities, Inc. for 25 years, since 2001. In addition to his advisory role, he offers estate planning and sells insurance products. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and entities such as pension plans and trusts. The firm’s approach centers on diversified portfolios combining fixed income and equity investments, managing accounts on a non-discretionary basis with an emphasis on ongoing client review and consistent long-term performance.

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.