Troy Torigoe is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by analytical tools and manages approximately $2.74 trillion in client assets.

David Garcia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2018. Outside of his advisory role, he co-owns a rental property in Honolulu with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Kenneth Barnes is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors, LLC. Outside of advisory services, he is involved as a member of 1DG LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers to deliver tailored investment solutions.

Carmen Iao is a financial advisor with Cetera in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Cetera and Cetera Investment Services LLC since 2017 and previously worked at American Savings Bank and LPL Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Marivic Dar is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. Outside of her advisory work, she is the business owner of ACDC Development LLC, a renewable energy company based in Honolulu. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, with additional services including trust custody, insurance product sales, and lending programs.

Frances Wright is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at multiple Cetera entities and Summit Financial Group, as well as a longstanding position at Hawaii Financial Advisors, Inc. Wright also sells life insurance through Perry Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, catering to a diverse client base with discretionary and non-discretionary solutions.

Owen Yamamura is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and an earlier tenure at LPL Financial. Yamamura is involved in nonprofit activities, including work with the PCI Scholarship Fund and a donor-advised fund through Vanguard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rena Asano is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera Investment Advisors, she held roles at Pacific Rim Legacy Group and Cetera ADVISORS LLC. She is also involved with HASCHOC International. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Nobuyuki Kita is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial, Equitable Advisors, and Ameriprise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, providing brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Ian Mcdonald is a financial advisor with Wells Fargo Clearing in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tracey Lyum is a financial advisor with LPL Financial in Pearl City, HI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Central Pacific Bank, Cetera, and Bankoh Investment Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jarrin Morikawa is a financial advisor at Raymond James Financial with Series 63 and Series 65 designations. He has experience at Raymond James since 2024 and previously worked at First Hawaiian Bank and First Tech Federal Credit Union. Outside of finance, his background includes roles at T&C Surf Designs and Tanioka's Seafood and Catering. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and also provides specialized services in municipal advising and employer SIMPLE IRA plans.

Denise Thomas Murphy is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent 23 years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Laura Nguyen is a Financial Advisor with Merrill Lynch Wealth Management, currently serving clients within the Narimatsu Oda Group. Her work focuses on connecting all aspects of clients’ financial lives to help prioritize and pursue goals that matter most to them. Laura specializes in family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and small business strategies among other areas. Laura holds an MBA from Hawai'i Pacific University, where she graduated with distinction, and earned a Master of Arts degree in Business Development & Entrepreneurship from Leuphana University of Lueneburg in Germany. She is bilingual in English, German, and Vietnamese. Prior to joining Merrill Lynch, Laura worked as a Client Associate at First Hawaiian Bank's Wealth Advisory Division and Raymond James Financial Services. She holds Series 7 and 66 FINRA registrations, Life Insurance licenses, and is designated as a Personal Investment Advisor (PIA). Laura is active in local nonprofit events throughout the year. Outside of her professional role, Laura enjoys practicing yoga, playing piano, and traveling. She values socializing and meeting new people and has personal interests that include music and dogs.

Brandon Wallis is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, Raymond James Financial, Bancwest Investment Services, and Equitable Advisors. Based in Mililani, HI, Wallis is associated with Kupono Wealth Planning, a registered LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors.

Christopher Lee is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. Prior to joining Edward Jones, he worked at Uvest Financial Services Group, Inc. and Northwestern Mutual Investment Management. Outside of his advisory role, he serves as a wedding officiant for Grace Bible Church Pearlside and holds the position of secretary for the Securities Industry Association of Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Abby Kelliher is a financial advisor with Edward Jones in Honolulu, HI, holding a CFP® designation and Series 63 and 66 licenses. She has 11 years of industry experience, including eight years at MFS Fund Distributors Inc before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shawn Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at OSAIC and Jhfn Sii, and has served multiple tenures at Equitable Advisors since 2000. Outside of his advisory role, Hamada is vice president of MOA Hawaii, a nonprofit focused on arts, culture, health, and wellness, and serves as a board member of Nakata Electrical Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory models, including the SAM program and LPL-sponsored solutions.

William Stack is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to this role, he has been involved in songwriting and streaming residuals through Orchard Enterprises NY, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lorrie Mossman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has worked at Raymond James since 2017 and previously held roles at First Hawaiian Bank and Bancwest Investment Services. Mossman has served as a Field Compliance Officer at First Hawaiian Bank and First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using a variety of analytical tools and supports its recommendations through advisory programs and partnerships across a large advisor network.