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.

Tyler Hironaka is a financial advisor with LPL Financial in Honolulu, HI. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining LPL, he worked at HawaiiUSA Federal Credit Union and held positions with the City & County of Honolulu and Central Michigan University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of investment adviser representatives.

Diana Bowe is a financial advisor at Cetera with Series 66 registration and no prior industry experience. Her work history includes roles at American Savings Bank and Canon USA, Inc. She is based in Honolulu, Hawaii. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Sarah Young is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, Young serves as Vice President on the Board of Directors for Chinatown 808, a community organization in Honolulu. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and a blend of algorithmic and human oversight.

Kelly Fong is a financial advisor at Cetera with 18 years of industry experience. She holds the CFP®, CFA®, and Series 63 credentials. Her prior experience includes over a decade with Bankoh Investment Services, Inc. in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Rayna Tanaka is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Ameriprise since 2015, initially with Ameriprise Financial Services, Inc., before joining Ameriprise in 2020. In addition to her advisory role, Tanaka maintains a tax practice as a CPA. Ameriprise is a large institutional firm serving clients primarily through retirement-income planning services targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, supported by algorithmic automation and oversight committees.

Alan Nishimoto is a financial advisor at OSAIC with over 41 years of industry experience. He holds the CFP® and Series 63 designations and has previously worked at Securities America Advisors, Inc. for 17 years. Nishimoto is also president of Capital Accumulation Group, Inc., a company involved in hiring life insurance agents. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation and risk-assessment tools to construct portfolios across multiple asset classes, managed on both discretionary and non-discretionary bases.

Matthew Megorden is a financial advisor at UBS Financial Services with 30 years of industry experience and holds Series 63 and Series 65 designations. He has been with UBS since 2009. Outside of his advisory role, he is involved in managing rental real estate through a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Jonathan Yashiro is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has held various roles within Cetera and related firms since 2020 and has prior experience at Valic Financial Advisors. Outside of his advisory work, he has operated an auto dealing business from 2019 to 2023 and works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Stephen Kugisaki is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. He worked at Edward Jones for nine years before joining Ameriprise in 2022. Kugisaki has involvement in real estate ownership unrelated to his investment advisory work. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement-income advice.