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 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for the Ichiro and Sanaye Onoye Charitable Foundation. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jason Kanoa is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab since 2022 and previously held roles at Right Start Mortgage, Neighborhood Loans, and Desert Financial Credit Union. Outside of his advisory work, he is involved in the maintenance and management of a rental property. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

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.

Michael China is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Ameriprise since 2012, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the board of McKinley Business Academy and participates as a community member of the Hawaii Community Development Authority’s Kakaako Board. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Livingston Takane is a Series 66-licensed financial advisor with 20 years of industry experience, currently affiliated with Ameriprise in Honolulu, HI. He has worked at Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using a centralized team and proprietary tools, with a minimum asset requirement and investment options influenced by affiliated product relationships.

Alexander Meimer is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 credential and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Meimer serves on the Board of Directors and acts as Treasurer for the German Benevolent Society of Honolulu and is the County Regional Vice Chair for the Honolulu County Republican Party. He is also involved with the German Club Hawaii, a social organization for German expatriates. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Costa is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2019, he worked for Xerox Corporation from 2015 to 2019 and Makino Chaya from 2007 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Derek Wickes is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its financial planning process.

Michael Miura is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and focuses on matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Joshua Ginting is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at First Hawaiian Bank for six years and has experience in overseas radio and television. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Nicholas Takahashi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank between 2013 and 2024. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles supported by extensive research and a broad affiliate network.

Thomas Hayes is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sagepoint Financial, Inc., National Planning Corporation, and Coda Financial Group, Inc. His practice is based in Honolulu, HI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services supported by asset-allocation tools and multiple advisory platforms.

Kase Kuroiwa is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning their industry career in 2024. Prior to entering the financial sector, Kuroiwa was involved with Bricks4Kidz in 2022 and attended Waseda University from 2021 to 2025. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized planning through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Seitoku Takahashi is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Honolulu, HI, holding Series 63, 65, and 66 credentials and bringing 27 years of industry experience. He has worked at First Hawaiian Bank and Cetera, with his current roles at Raymond James and First Hawaiian Bank beginning in 2017. Additionally, he is involved with First Hawaiian Advisors in a non-owner capacity and acts as an insurance agent offering products not available through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors, with specialized municipal and public finance services and unique plan-level consulting programs.

Ian Rhee is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Payden & Rygel for nine years. He holds the Series 66 designation and is based in Honolulu, HI. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans to clients’ goals and risk tolerances.

Brent Cassell is a financial advisor with Charles Schwab in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior work includes four years at Williams Selyem. Charles Schwab & Co., Inc. 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 recommendations with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.