Michael Cobb is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Outside of his advisory role, he is the band leader and lead vocalist for Hawaiian Soul Enterprises LLC, a musical group based in Honolulu. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and participation in wrap programs.

Sean Kleeman is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has nine years of industry experience. He has previously worked with Avantax Advisory Services and related entities and has operated The Kleeman Corporation, a tax, bookkeeping, payroll, and business consulting firm, since 2004. Outside of his advisory role, Kleeman serves as a Director of the Mililani Town Cluster 35 Homeowners' Association and is a board member and treasurer of the Central Oahu Senior Day Care Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to various third-party money managers.

Gordon Sun is a financial advisor with LPL Financial based in Honolulu, HI. He holds a Series 63 designation and has 33 years of industry experience, including previous roles at Ameriprise and Uvest Financial Services Group. He also operates under the DBA Anton Financial. 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, utilizing research model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Kirk Taniguchi is a Senior Financial Advisor with Merrill Lynch Wealth Management, providing clients with access to comprehensive investment resources and banking services through Bank of America. He has been part of the financial services industry since 1995, beginning his career at Merrill Lynch’s New York City global headquarters following his graduation from business school. Kirk joined Merrill’s Honolulu office in 2001, where he continues to serve clients. Kirk holds a bachelor’s degree in Economics from Occidental College and a Master’s degree in Business Administration from Columbia University. He earned the Certified Investment Management Analyst® (CIMA®) designation in 2004 and holds the Personal Investment Advisor (PIA) credential. Over his career, Kirk has been recognized by Barron’s as one of "America’s Top Financial Advisors," earning spots on the Top 1,000 list in 2013 and the Top 1,200 list in 2014, 2015, and 2016. His areas of expertise include retirement planning, tax minimization, family wealth management, socially responsible and ESG investing, and institutional investment consulting. Outside of his professional work, Kirk enjoys hiking, spending time with his family, and traveling. His approach is centered on collaborating with clients to develop customized financial strategies designed to help achieve their long-term goals.

Brayden Miyashiro is a financial advisor with Ameriprise in Waipahu, HI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports that address income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured program that emphasizes managed accounts and uses algorithmic tools to support its recommendations.

Ronald Ivanick is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for Crown Capital Securities, LP for 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Darren Yoshioka is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2004 and holds a Series 66 designation. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Timothy Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at American Savings Bank, Cetera Investment Services, and E*TRADE Securities. He is based in Honolulu, HI. 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 and offers both brokerage and advisory solutions.

Eric Fujimoto is a financial advisor with Ameriprise in Aiea, HI, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Fujimoto is involved in several community and nonprofit organizations, including serving on the board of Hoea - The Foundation, which awards grants to youth-focused initiatives, and holding leadership roles with local groups such as Na Koa and the Rotary Club of Pearlridge. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Takabuki is a financial advisor with Raymond James Financial in Honolulu, HI, holding a Series 66 credential and bringing 10 years of industry experience. His career includes roles at Raymond James Financial Services Advisors, First Hawaiian Bank, and Bancwest Investment Services. Outside of advising, he worked at Da Hawaiian Poke Company from 2015 to 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting, supported by analytical tools and risk profiling, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Brian Young is a financial advisor with OSAIC based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors Inc, each for eight years. Young is involved in several related business activities, including insurance sales and retirement planning through entities such as Pacific Financial Partners and Retirement Solutions Hawaii LLC. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with a diverse range of investment options.

Arnold Tanaka is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Based in Honolulu, HI, he holds a Series 63 license. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing customized recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients approaching or in retirement, with a focus on assets managed within Ameriprise accounts.

Rob Suenishi is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following two years at Guaranteed Rate. Based in Honolulu, HI, Suenishi provides financial advisory services within a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning processes supported by advanced modeling tools and serves clients through both direct and employer-sponsored arrangements.

Brittany Adaniya is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017, and previously at Central Pacific Bank and LPL Financial from 2014 to 2017. Outside of her advisory role, she serves on the Supervisory Committee of Pearl Hawaii Federal Credit Union and is a board member of the Rotary Club of West Honolulu. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Anderson is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of Hawaii and First Command in various capacities. Outside of advising, he has experience as a certified personal trainer and as an independent medical sales distributor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jonah Ching is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for eight years at BMW of Honolulu. He is also a commissioned Notary Public appointed by the state of Hawaii. Ameriprise serves high-net-worth individuals, particularly those nearing or in retirement, offering a retirement-income planning service that integrates comprehensive financial analysis and tax-smart withdrawal strategies. The firm combines research and algorithmic tools with personalized advisory to support clients’ retirement planning.

Kenneth Kaneshiro is a CFP®-certified financial advisor with 32 years of industry experience, currently serving at LPL Financial since 2010. He previously worked at Principal Financial Services from 2006 to 2010. Beyond his advisory role, Kaneshiro is associated with several business entities, including Kaneshiro Tokushige & Associates and Advanced Compensation Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors.

Easton Tsubata is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and six years of industry experience. His work history includes roles at Ameriprise since 2019, with prior experience at Uber, Mission Financial Group, and Northwestern Mutual. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Gidget Long is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 and offers a combination of brokerage and advisory solutions supported by research and analytics.

Dondi Vinca is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.