Gregory Woo is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Lance Nishida is a financial advisor at Edward Jones in Honolulu, HI, holding Series 63 and Series 66 licenses with 26 years of industry experience. Prior to joining Edward Jones in 2025, he spent 21 years at Territorial Savings Bank (LPL). Outside of his advisory role, he manages real estate properties in Las Vegas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is known for its extensive retail advisor network, affiliated mutual funds, and trustee services.

Jewels Oliquiano is a financial advisor at LPL Financial with a CFP® designation and five years of industry experience. Her prior roles include positions at Coldstream Wealth Management, Brighton Jones, and New York Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stuart Pinho is a CFP®, ChFC®, and Series 66-registered financial advisor with 26 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and related entities since 2007, including First Hawaiian Advisors and First Hawaiian Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and supports a wide network of advisors with specialized programs such as wrap-fee advisory and municipal advisory services.

Ronald Ogawa is a financial advisor with Cetera, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he is a manager and co-owner of two non-investment related rental property businesses in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients across wealth segments, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with discretionary and non-discretionary program options.

Kevin Isoda is a financial advisor with Ameriprise based in Honolulu, HI, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware advice focused on dependable income sources for clients approaching or in retirement.

Kaipo Masicampo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Charles Schwab since 2011 and with Charles Schwab Bank, SSB since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale platform combining non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.

Richard Cheong is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for PayPal Inc. for eight years. Outside of his advisory role, he manages two rental properties in Honolulu as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by firm-approved tools and market simulation models.

Ryan Kuroiwa is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at First Hawaiian Bank for six years and held positions at Lyft and the Pearl Harbor Naval Shipyard. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Judith Slawsky is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. Her career includes long-term roles at First Allied Advisory Services and First Allied Securities. She owns a tax preparation and accounting business and serves on the boards of the Exchange Club of Downtown Honolulu and the Hawaii Times Building. Cetera is an SEC-registered adviser operating a large nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary programs.

Kanani Miyahira is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has worked at Cetera since 2017 and previously at LPL Financial from 2011 to 2017, as well as American Savings Investments since 1996. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and retirement services through a large network of independent advisors. The firm serves individual and institutional clients and offers multiple program structures, including model portfolios and bespoke strategies.

Wayne Tanaka is a financial advisor with Mass Mutual Investors Services in Honolulu, HI, holding a Series 63 license and 37 years of industry experience. He has worked with MML Investors Services, Inc. since 1996 and has been affiliated with Connecticut Mutual Life Insurance Company since 1989. In addition to his advisory role, he serves as a broker for traditional insurance products with other carriers. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.

Ty Tirpak is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked for Accuity LLP before joining Ameriprise in 2018. Based in Honolulu, HI, he has been with Ameriprise in various capacities since 2018. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kylen Yamakawa is a financial advisor with Cetera who holds the CFP® and Series 66 credentials and has 10 years of industry experience. He has worked at firms including Hawaii Financial Advisors Inc and Summit Financial Group Inc, and currently serves as an assistant surf coach at Iolani School. Yamakawa is also a notary public, providing free notarization services to clients. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated model portfolios, third-party managers, and customizable strategies.

Chieh Fu Lu is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with Raymond James Financial in Honolulu, HI. He has held roles with First Hawaiian Advisors and Bancwest Investment Services, alongside a longstanding association with First Hawaiian Bank. Outside of his advisory work, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, providing tailored financial planning and investment consulting through a large advisor network.

Ian Fitz Patrick is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Cade Tucker is a CFP® with 14 years of industry experience, currently serving at Charles Schwab in Honolulu, HI. He has worked at Charles Schwab since 2011 and also held roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. from 2022 to 2024. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios and a formal alternative investment program.

Terri Ichinose is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She previously worked at Crown Capital Securities, Lp for 14 years and has operated Wespac Hawaii Financial, a tax preparation and accounting business, for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Scott Chon is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Morgan Stanley Smith Barney for two years. Chon operates Honolulu Financial Partners, LLC, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Liane Chong is a financial advisor with Mass Mutual Investors Services in Honolulu, HI, holding a Series 66 designation and 16 years of industry experience. She has worked with MassMutual and affiliated firms since 2011 and previously with Ameriprise Financial Services and Aflac. Outside of her advisory role, she is an author and speaker and operates small business ventures selling crafted items. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering collaborative planning engagements supported by firm-approved analytical tools.