Tonya Bernhardt is an advisor with LPL Financial located in Mililani, HI. She holds Series 63 and Series 65 designations and has one year of industry experience, including her current role at LPL Financial DBA Kupono Wealth Planning. Prior to this, she has worked in various roles at firms such as Magnit Global LLC and Umoja Labs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolio programs, and institutional platforms.

Shawn Gormley is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His career includes roles at Central Pacific Bank, TD Ameritrade, Cetera Investment Services, American Savings Bank, and Bancwest 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, and institutional platforms, supported by extensive resources and technology across a large network of advisors.

Brandon Nahale is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. Before joining Cetera in 2025, he worked at Bankoh Investment Services, Mutual of Omaha Investor Services, and Mutual of Omaha Insurance Company. Prior to his financial services career, he spent eleven years at Waialae Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a multi-manager platform with access to third-party money managers, discretionary and non-discretionary portfolio management, and a range of program options including automated allocations and unified managed accounts.

Mariah Starwood is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022. Prior to this, her background includes positions at Chase and various roles outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Brandon Yamamoto is a Certified Financial Planner (CFP®) with 18 years of experience, currently serving at Morgan Stanley in Honolulu, HI. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he coaches for Mid Pacific Baseball. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Clint Uwaine is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions at American Savings Bank and American Income Life. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing various program structures and investment solutions.

Robert Saracco is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies tailored to their individual goals and the evolving market environment. Robert leverages resources from Merrill to offer investment insights, as well as banking and lending solutions from Bank of America. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Oregon State University. Robert is committed to community involvement and actively volunteers with local organizations, reflecting the Merrill tradition of serving the communities where they work.

David Matsushita is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Matsushita serves on the Board of Directors for the Young Business Council in Honolulu and operates a consulting business providing advice on Medicare supplemental plans, as well as a transportation service for non-emergency medical patients. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with a focus on managed accounts and algorithmic-supported planning.

Christian Look is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Bankoh Investment Services, Inc. for 18 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment strategies, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Alexander Wong is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has seven years of industry experience, including previous roles at American Savings Bank and Spector Foerst and Associates. Outside of his advisory work, he serves as a referee for the Oahu Interscholastic Association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with tailored financial planning and consulting, offering a range of portfolio management styles and municipal advisory services.

Tammy Kaetsu is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Bankoh Investment Services, Inc. for 21 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a large network of independent advisors, utilizing multiple investment strategies and program structures.

Scott Hampton is a financial advisor with Edward Jones in Kailua, HI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. 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 through a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sheldon Slagel is a financial advisor with OSAIC based in Honolulu, HI, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He previously worked at Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MSI Financial Services. In addition to his role at OSAIC, he is involved with Summit Financial Advisors, a Hawaii-based team providing comprehensive financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios using firm-provided asset-allocation tools and third-party money managers.

Andrew Lang is a financial advisor with Edward Jones in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Cetera, American Savings Bank, LPL Financial, and Central Pacific Bank. Outside of advising, he is involved in real estate investment focused on funding purchases of single-family homes in Honolulu and St. Peters, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices, and manages about $1.01 trillion in assets under management.

Larry Goeas is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is associated with a non-family trust without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis.

Alika Garcia is a financial advisor with Ameriprise in Mililani, HI, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advice, primarily for clients with assets managed within Ameriprise accounts.

Clayton Wong is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 63 designation and 38 years of industry experience. He previously worked at Morgan Stanley Dw Inc. for 15 years and Morgan Stanley & Co. LLC for 2 years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as treasurer for the Ichiro and Sanaye Onoye Charitable Foundation. 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 uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions supported by a large network of financial advisors.

Jason Kanoa is a financial advisor with Charles Schwab in Honolulu, HI, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His career background includes roles at Charles Schwab Bank, Right Start Mortgage, Neighborhood Loans, and Desert Financial Credit Union. Outside of his advisory work, he is involved in managing a rental property in Tempe, Arizona. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs a centralized structure supporting a large client base.

Jaysen Piche is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated companies since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Laura Young is a financial advisor with Edward Jones in Kailua, HI, holding CFP® and Series 66 designations and bringing eight years of industry experience. She has been with Edward Jones since 2017, following a year of service with the State of Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.