Kimberly Ireijo is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including Hawaii State Federal Credit Union, CUSO Financial Services, and Raymond James Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment options.

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.

Daniel Shiu is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as an intermediate soccer coach at Iolani School and is the secretary of the Hawaii Chapter of the Securities Industry Financial Markets Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from UBS Global Research.

Evan Kagimoto is a financial advisor with Cetera in Honolulu, HI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at American Savings Bank, New York Life, and University of Hawaii at Manoa. Outside of finance, he has been involved with Hans Hedemann Surf School. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, incorporating both affiliated and third-party managers.

Tanner Siu is a financial advisor at Edward Jones in Mililani, HI, holding a Series 66 credential. He has been with Edward Jones since 2026 and has prior experience at firms including Goldman Sachs and Avior Wealth Management. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm provides various investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Ronald Kikawa is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Prior to joining Raymond James in 2017, he spent 10 years with UBS Financial Services. He serves on the 401(k) Committee Task Force at The Pacific Club, an advisory role related to human resources and retirement planning. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a broad nationwide adviser network and an extensive affiliate ecosystem.

Chia Hua Sung is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving serious long-term investors. In this role, Chia Hua focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Chia Hua's approach involves creating personalized plans that address various financial objectives, including education funding, retirement lifestyle considerations, and long-term family goals. Chia Hua holds a Bachelor's Degree from the University of Hawaii System and has earned the Personal Investment Advisor (PIA) designation. Fluent in English, Mandarin, Japanese, and Taiwanese, Chia Hua leverages this linguistic proficiency to effectively communicate with a diverse client base.

Yan Li is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at National Planning Corporation and Janell Israel And Associates. Outside of advising, he is a part-owner of a tax preparation business and serves as a notary public. 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 services, including financial planning and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies across various asset classes.

David Arakawa is a ChFC® credentialed financial advisor with 48 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Associated Securities Corp. and FSC Securities Corporation. Arakawa is involved in life, health, disability, long-term care, and fixed annuities insurance as well as property and casualty insurance through related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Miles Mash is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 license and seven years of industry experience. He has worked at several firms including Merrill and Stifel, Voorhees Wealth Management Group, and has experience outside finance with roles at Dicks Sporting Goods and K. Hall Design. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning supported by firm-approved tools and methodologies.

Karina Kranz is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation. She has experience with Morgan Stanley and Mission Financial Group LLC, and has also been involved with the Business Executive Society of Tomorrow and educational roles at the University of Hawaii Manoa Shilder College of Business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, with a structured financial planning process supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Alan Kodama is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services for 16 years before joining LPL in 2021. Kodama has an ownership interest in a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Micah Yoshino is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Equitable, LLC, since 2016. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models or discretionary managers, utilizing a mix of third-party programs and firm-offered solutions.

John David Nako is a financial advisor at Edward Jones in Honolulu, HI, holding the CFP®, CFA®, and Series 66 designations with 10 years of industry experience. He has worked at Edward Jones since 2016, with a brief tenure at Realty Income Corporation in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and managing approximately $1.01 trillion in assets under management. The firm is noted for its extensive network of advisors and branch offices, affiliated mutual funds, and additional services including trust and securities-based lending.