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.

Erica Lau is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She specializes in managing new wealth, portfolio management services, and retirement income, guiding clients through personalized wealth management strategies tailored to their individual goals and changing market conditions. With a Bachelor’s degree from the University of Washington, Erica holds the Professional Investment Advisor (PIA) designation. She emphasizes a client-centered approach by thoroughly understanding each client’s full financial picture and collaborating one-on-one to develop strategies that align with their long-term objectives. In addition to her professional role, Erica participates in community activities consistent with Merrill’s tradition of service. Outside of work, she enjoys reading, spending time with her family, and watching movies.

Antonio Criado is a financial advisor with Edward Jones in Pearl City, HI, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, Criado serves as the head referee for a local Brazilian Jiu-Jitsu tournament and works as a Brazilian Jiu-Jitsu coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Lori Fujikawa Casey is a financial advisor with LPL Enterprise, holding a Series 66 designation and having 22 years of industry experience. She has worked with Prudential Insurance Company of America since 2003 and joined LPL Enterprise in 2024. Outside of her advisory role, she serves as a non-voting advisory board member of the Japanese Women's Society Foundation in Honolulu. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios developed by its own research department and third-party strategists, and it also offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Shannon Nishio is a CFP® certificant with 16 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Edward Jones, GWFS Equities, and Carlson Hammond. Outside of her advisory role, she operates Earths Laugh Floral, a business unrelated to financial services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports municipal and public-finance advisory work through an affiliated municipal advisor.

Christopher Byrer is a financial advisor with Edward Jones in Kaneohe, HI, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he owns several condominium rental properties in Hawaii. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Tanaka is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at TIAA and TIAA-CREF for 14 years before joining LPL Financial. 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 financial planning and portfolio management services supported by advanced advisor tools and provides oversight for over $819 billion in discretionary assets through a large network of more than 22,800 advisors.

Jake Tsukada is a financial advisor with Ameriprise in Honolulu, HI, holding Series 65 and Series 63 licenses. He has one year of industry experience and has previously been involved with the University of Hawaii, University of Portland, and Punahou School. He is also a member of the Rotary Club of Pearl Ridge. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

John Larry is a financial advisor with Fidelity Investments in Honolulu, HI, holding Series 65 and Series 66 credentials and 26 years of industry experience. His career includes long-term roles at CUSO Financial Services and Hawaii USA Federal Credit Union, as well as more recent positions within Fidelity. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Wane Kunihisa is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently serving at Morgan Stanley Private Bank, National Association. Kunihisa also acts as a trustee and co-trustee for a trust based in Kaneohe, Hawaii. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models to support client outcomes. The firm manages approximately $2.74 trillion in client assets and offers various retail and institutional investment solutions.

Gregg Sato is a CFP® with 43 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Honolulu, HI. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Svyetlana Dubinina is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. She has worked at Cetera and affiliated entities since 2019, with prior experience at AXA-Advisors, LLC from 2015 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Ian Wong is a financial advisor with Wells Fargo Clearing based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of his advisory work, he serves as a co-trustee for his father’s investment trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melanie Todd is a financial advisor with Merrill in Honolulu, HI, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked at Pacific Mountain Workforce Development Council, Kansas Lumber Homestore Inc., Google, and Charlotte Russe Corporate. Outside of her advisory role, she is involved in meal delivery for Uber Eats on a part-time basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Avery Kurahashi is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, Kurahashi worked at LPL Financial LLC and Central Pacific Bank. Outside of advising, he serves as the head varsity volleyball coach at Kalani High School and owns a notary services business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Christopher Kai is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at American Savings Bank and Dominos Pizza. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with diverse program options.