Alissa Kimura is a financial advisor with Osaic Wealth, Inc. in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She previously worked at Jhfn Sii for seven years before joining Osaic in 2018. Outside of her advisory role, she serves as a notary public and manages a consulting business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and corporate clients through an extensive network of affiliated advisors. The firm offers an integrated suite of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Victoria Clausen is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. Prior to joining UBS, she spent 10 years at The Vanguard Group. She is also the owner of Desert Living Collective, LLC, a non-investment-related business based in Phoenix, AZ, and proprietor of an e-commerce venture that has not yet launched. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored through proprietary research and model-based asset allocation.

Eric Opheim is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Merrill, and Bank of America. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

Io Taylor is a financial advisor at Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation with six years of industry experience. Taylor has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers brokerage and advisory solutions supported by research and analytics.

Arianna Cagle is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Honolulu, HI. She has been with LPL Financial and Retirement Partners of Hawaii since 2025. Her previous work experience includes roles at MTS Systems Corporation, Target, and several other employers across various industries. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stacia Murray is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves on the boards of directors for Royal Hawaiian Properties, Inc. and One Waterfront Towers. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Atomman Kimm is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors, he worked at AXA-Advisors, LLC, and AFlac. Outside of his advisory role, he serves as Vice-President of the Business Network International New Aloha Chapter and is a board member, team organizer, and race director for the Tradewind Cycling Team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed accounts and proprietary platform offerings, serving clients across various wealth levels with a diversified investment approach.

Shellane Howard is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Sportime. Howard is based in Honolulu, HI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

David Garcia is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. He previously worked at Goldman Sachs from 2015 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Chev Kodama is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, Kodama held roles at First Hawaiian Bank and Scale AI, and spent time as a student and employee at academic institutions including Rensselaer Polytechnic Institute and Boston University. He also supports advisors with operational tasks and insurance company communications 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, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services using analytical tools and supports both advisory programs and institutional portfolio management.

Richard Ray is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Stifel for 13 years before joining Raymond James in 2025. Outside of his advisory role, he performs as a bassist locally in Honolulu. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary consulting supported by extensive research, portfolio management options, and specialized municipal advisory services.

John Miyamasu is a financial advisor at UBS Financial Services with 53 years of industry experience. He has been with UBS since 1976 and holds the Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Tucker Torigoe is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, he owns a business selling toys and collectibles. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs proprietary asset-allocation tools and supports both discretionary and non-discretionary account management.

Winnie Lam is a Senior Financial Advisor at Merrill Lynch Wealth Management in Honolulu. She specializes in helping clients determine their long-term financial goals and implementing personalized strategies to address areas such as college education planning, retirement income, family wealth management, and services for endowments and non-profits. With over 20 years of experience in the financial services industry, Winnie provides guidance grounded in a comprehensive understanding of each client's unique financial situation. She holds a Master's degree in Finance from Hawaii Pacific University and a Bachelor's degree from the University of Hawaii System. Winnie maintains her professional designation as a Personal Investment Advisor (PIA). Fluent in Mandarin, Cantonese, and English, she is equipped to serve a diverse client base. Outside of her professional role, Winnie supports her community through involvement with organizations like Iolani School. Her personal interests include golfing, singing, spending time with her family, traveling, and practicing yoga.

Vernon Wong is a financial advisor with Raymond James Financial in Honolulu, HI, holding CFP® and ChFC® designations and bringing 41 years of industry experience. His prior positions include roles at Ameriprise, Bancwest Investment Services, and First Hawaiian Bank. He serves as a Board Regent for Chaminade University and is Treasurer and Director of the Jean Charlot Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jared Yuen is a Series 66-registered financial advisor with Ameriprise, based in Honolulu, HI, and has 19 years of industry experience. He has been with Ameriprise Financial Services since 2007, including six years with the current Ameriprise entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual advice focused on retirement income planning, using a non-discretionary approach supported by proprietary research and algorithmic tools.

Evan Grimes is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has prior work experience at American Savings Bank and Bank of Hawaii. Outside of finance, he has worked in the hospitality and tourism sectors, including roles at Alan Wongs Restaurant and Maui Zipline Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a range of program options.

Logan Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc. in Honolulu, HI. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, Taylor worked at N&K CPAs Inc. and held positions in education at Colorado Mesa University and local schools. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and corporations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and a range of specialized advisory programs.

Brad Yamanouchi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' individual goals, with expertise in areas such as college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Brad holds a Bachelor's Degree from the University of Hawaii System and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, he participates in community activities through volunteer work, reflecting the Merrill tradition of engagement in the communities served.

Reid Suzuki is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as treasurer for the AOAO 1242 Matlock in Honolulu. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.