Martin Lau is a financial advisor with LPL Financial based in Honolulu, HI, holding Series 63, 65, and 66 credentials and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Central Pacific Bank. Outside of his advisory work, Lau is involved in tax preparation and accounting 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 and access to model portfolios, third-party asset managers, and institutional platforms.

Sean Hite is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Buck Wealth Strategies, Madison Avenue Securities, AE Wealth Management, SPC, and Parkland Securities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, utilizing algorithmic tools alongside personalized review.

Reid Kobashigawa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at UBS Financial Services and PF Chang's China Bistro prior to joining Raymond James in 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized financial planning and investment consulting, with a focus on non-discretionary relationships and access to a wide range of portfolio management styles and affiliated research.

Taylor Mc Clafferty is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and First Hawaiian Bank prior to his current role. Charles Schwab serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Jamie Lumsden is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2025, Jamie worked for Lincoln Financial Advisors from 2014 to 2025. He also acts as an insurance agent offering accident and health insurance, disability insurance, equity-indexed annuities, fixed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios across a wide range of investment types.

Brian Iha is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Christopher Maxwell is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sandra Yorong is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with Ameriprise in various capacities since 2005. Outside of her advisory role, she is the owner of a holding company for a published book and operates a retail business in Waipahu, Hawaii. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jon Tsukamoto is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Tsukamoto serves on the boards of the Honolulu Japanese Chamber of Commerce and the Waialae Country Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Richanne Lam is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves on the Investment Committee of the American Heart Association and holds a vice president/treasurer position at LGT, Ltd., a real estate company in Honolulu. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and employs various investment strategies, including the use of Monte Carlo simulations for outcome modeling.

Alexander Rodriguez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Alexander completed his high school education at Fairfax High School and attended the University of Montana System without obtaining a degree.

Kyle Yoneshige is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for University Health Partners of Hawaii, a nonprofit organization focused on education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Cole Yamakawa is a CFP® professional with six years of industry experience, currently affiliated with Cetera. His prior roles include positions at J. Uno & Associates, Summit Financial Group, and Hawaii Financial Advisors, where he also served as a financial professional. Yamakawa has experience in life insurance sales as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of advisory services through a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Joseph Almeida Jr. is a financial advisor with Primerica Advisors in Kapolei, HI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Almeida also owns Shego, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Alan Tom is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. He is based in Honolulu, Hawaii. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include coordinated financial planning and access to diverse investment offerings.

Supal Vora is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and possessing 23 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advisory work, he serves on the board of the Akshaya Patra Foundation and co-owns Corporate Compass LLC, which provides travel-related services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and a non-discretionary implementation approach within a defined investment universe.

Richardson Talavera is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at First Hawaiian Bank and KPMG. Outside of his advisory role, he is involved with All Island Case Management Corporation, which focuses on elder care and healthcare in Honolulu. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and investment research.

Thomas Cook is a financial advisor with Stifel in Honolulu, HI, holding a Series 66 designation and 17 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Blakeley is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and six years of industry experience. His prior roles include four years at Bank of Hawaii before joining Morgan Stanley and its affiliated entities in 2019. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized investment and planning resources.

Susan Morikawa is a Series 66 licensed financial advisor with UBS Financial Services, based in Honolulu, HI. She has seven years of industry experience, including ten years with UBS and four years previously at Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management.