Joel Kurata is a financial advisor with PlanMember Securities Corporation in Mililani, HI. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Barret Financial Group, American Pacific Mortgage, and Mann Mortgage, as well as operating a self-employed advisory practice. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Gerardo Panetta is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with First Command in various capacities since 2007 and serves concurrently in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers.

James Michishima is a CFP® with 27 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has held roles at several firms including Symetra Investment Services and Chinen & Arinaga Financial Group, and operates his own CPA practice. Michishima also lectures part-time at the University of Hawaii. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing a range of risk-based mutual fund portfolios and offering education and support through seminars and personalized planning. The firm acts as an ERISA Section 3(38) fiduciary and utilizes a top-down strategic asset allocation approach.

Eric Ishikawa is a financial advisor with J. W. Cole Advisors, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with J.W. Cole Advisors and affiliated entities since 2016. Outside of his advisory role, he is also licensed as a life and health insurance agent, focusing on the solicitation and placement of non-variable insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions with discretionary and non-discretionary investment approaches.

Giovanni Chau is a financial advisor at First Command Advisory Services holding Series 63 and Series 65 licenses. He has prior experience serving in the U.S. Air Force for seven years before beginning his financial services career in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Layne Takayama is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at PlanMember since 2011 and has served as Vice President and Treasurer on the board of Chinen & Arinaga Financial Group since 1995. He is also a certified educator with National Benefit Services, providing financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering comprehensive education and support services to plan sponsors and participants.

Yvonne Rubillos is a financial advisor with First Command Advisory Services in Aiea, HI. She holds Series 63 and Series 65 designations and has one year of industry experience. Prior to her current advisory role, she worked for University Hospital Regensburg for nine years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor portfolios built from mutual funds, ETFs, and third-party managers.

David Arakaki is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PlanMember since 2011 and also operates with Chinen & Arinaga Financial Group since 2006. Outside of his advisory work, he participates in the HMSA Quest caregiver program, providing childcare for a disabled child. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual-fund portfolios and provides extensive education and support services to plan sponsors and participants.

Martin Arinaga is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has served as a senior vice president and board member of Chinen & Arinaga Financial Group since 1992 and manages CAFG LLC, a commercial office leasing business. Additionally, he is actively involved in nonprofit work as president of the Central Oahu Senior Day Care Center and serves on the board of Walk with a Doc Oahu, a health-focused organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios tailored from conservative to aggressive risk profiles while offering education and support services to plan sponsors and participants.

Aran Hiromoto is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PlanMember since 2011 and is also vice president of Chinen & Arinaga Financial Group, where he has been involved since 1997. Hiromoto participates as a certified educator with National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

Heidi Cregor is a financial advisor with J. W. Cole Advisors, Inc. in Honolulu, HI, holding a Series 66 designation and 25 years of industry experience. She has been affiliated with Financial Architects of Hawaii and related entities since 2013. Outside of advising, she serves as a board member of Halekipa Inc., a nonprofit focused on social services for homeless youth, and holds a national associate governor position with the Kerry Blue Terrier Club of the U.S.A. J. W. Cole Advisors operates through a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management, employing a range of investment strategies and digital advice platforms.

Michael Green is a CFP® at Creative Planning with nine years of industry experience. He has worked at Creative Planning in various capacities since 2017 and was previously employed at 3.21 Financial Planning LLC, Homrichberg Wealth Management, and Truepoint Wealth Counsel. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and private market exposure.

Cody Momohara is a CFP® professional with 15 years of industry experience. He is currently with PlanMember Securities Corporation and Chinen & Arinaga Financial Group. His prior experience includes roles at LPL Financial, Tao Investments Hawai'i, Tsukazaki & Associates LLC, and Commonwealth Financial Network. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

John Au is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Planmember Securities since 2011 and has maintained a longstanding role with Chinen & Arinaga Financial Group since 1997. Outside of his advisory work, Au volunteers as an organizer for Shoebox for the Homeless at the Kaneohe Community Family Center and serves as a certified financial education presenter for National Benefit Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education, support, and personalized retirement planning to plan sponsors and participants.

Matthew Nilsen is a financial advisor at First Command Advisory Services with a Series 66 credential and one year of industry experience. His prior experience includes service in the United States Navy from 2018 to 2025 and academic roles at Old Dominion University and The Pennsylvania State University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.

Larry Partida III is a ChFC® credentialed financial advisor with 14 years of industry experience. He is currently affiliated with Tlg Advisors, Inc. Prior to this, he worked with The Leaders Group Inc and NYLIFE Securities LLC. Larry also serves as an enlisted soldier in the Hawaii Army National Guard. Tlg Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse client base, including individuals, institutional investors, and retirement plans. The firm employs a manager selection process informed by fundamental analysis and Modern Portfolio Theory and offers both advisory and direct-to-consumer digital investment programs.

Calvin Taketa is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Brokers International Financial Services LLC since 2011 and Beneficial Financial Group since 2003. Taketa also operates as an independent insurance agent and owns a DBA for insurance and securities sales. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions, utilizing various investment approaches and third-party platforms.

Johnathan Lee is an advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at Chinen & Arinaga Financial Group, Inc., PlanMember Securities Corporation, and the Bank of Hawaii. Lee also serves as a certified educator for National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while providing education and support services, including seminars and personalized retirement planning.

Mackenzie Niblack is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, Mackenzie has held various roles including self-employment as a house manager performing household tasks such as cooking, cleaning, and dog walking. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Dorothy Grippin is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 registrations and has prior work experience with Your Exterior Pros, Moss Curtain Motors, Baldwin Legacy, Publix Supermarkets, Marriott, and the YMCA. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.