Donn Ariyoshi is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its related entities since 2007, including Morgan Stanley Private Bank since 2015. Ariyoshi serves as an advisory council member at the John A. Burns School of Medicine. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its network of financial advisors and specialized planning groups.

Jimmy Rhymer is a CFP® professional with 24 years of experience in financial advisory roles. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked for nine years, following six years at BancWest Investment Services and ongoing service at First Hawaiian Bank. He also works as an associate in a bank program under First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a large network of advisors and affiliated firms.

Sean Kauhini is a Series 66 licensed financial advisor with LPL Financial, based in Honolulu, HI, and has two years of industry experience. Prior to joining LPL, he worked at Ameriprise and Bank of Hawaii. Outside of his advisory role, Kauhini is involved in music composition and publishing, as well as singing in local choirs. 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 and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and advanced operational tools.

Refonne Bernath is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs. The firm utilizes structured financial planning tools and offers access to extensive investment resources, managing approximately $2.74 trillion in client assets.

Kevin Asano is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Cetera and its affiliates since 2012 and owns Pacific Rim Legacy Group, a financial services firm. Outside of advising, he is active in the nonprofit sector, serving as president of Personal Transformation International and holding various leadership roles in judo organizations and a church where he pastors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a variety of discretionary and non-discretionary portfolio management services, financial planning, and access to third-party money managers across multiple program structures and custodial relationships.

Alexander Fowler is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, Hawaii, and has 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, Fowler is involved in several entrepreneurial ventures in art, culture, automotive, virtual assistant services, and entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory and financial planning programs supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through a broad platform that includes retail and institutional offerings.

Jonathan Rossi is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at TD Bank N.A. from 2014 to 2020 and has been associated with Central Pacific Bank since 2020. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Alissa Kimura is a financial advisor with Osaic Wealth, Inc. in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She previously worked at Jhfn Sii for seven years before joining Osaic in 2018. Outside of her advisory role, she serves as a notary public and manages a consulting business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and corporate clients through an extensive network of affiliated advisors. The firm offers an integrated suite of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Julia Castillo is a financial advisor at Edward Jones in Honolulu, HI, with 12 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies and affiliated products through a large nationwide network of advisors and branch offices.

Roy Walsh is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to joining Raymond James Financial, he has held various positions including roles at First Hawaiian Bank and teaching at secondary schools. Outside of financial services, he has experience working at Earl's Restaurant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary planning approach tailored to client goals and supports its offerings with technology-driven analytical tools and specialized programs like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Victoria Clausen is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. Prior to joining UBS, she spent 10 years at The Vanguard Group. She is also the owner of Desert Living Collective, LLC, a non-investment-related business based in Phoenix, AZ, and proprietor of an e-commerce venture that has not yet launched. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored through proprietary research and model-based asset allocation.

Eric Opheim is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Merrill, and Bank of America. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

Io Taylor is a financial advisor at Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation with six years of industry experience. Taylor has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets across more than 14,000 advisors and offers brokerage and advisory solutions supported by research and analytics.

Arianna Cagle is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Honolulu, HI. She has been with LPL Financial and Retirement Partners of Hawaii since 2025. Her previous work experience includes roles at MTS Systems Corporation, Target, and several other employers across various industries. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stacia Murray is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves on the boards of directors for Royal Hawaiian Properties, Inc. and One Waterfront Towers. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Atomman Kimm is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors, he worked at AXA-Advisors, LLC, and AFlac. Outside of his advisory role, he serves as Vice-President of the Business Network International New Aloha Chapter and is a board member, team organizer, and race director for the Tradewind Cycling Team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed accounts and proprietary platform offerings, serving clients across various wealth levels with a diversified investment approach.

Shellane Howard is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Sportime. Howard is based in Honolulu, HI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

David Garcia is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. He previously worked at Goldman Sachs from 2015 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Chev Kodama is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, Kodama held roles at First Hawaiian Bank and Scale AI, and spent time as a student and employee at academic institutions including Rensselaer Polytechnic Institute and Boston University. He also supports advisors with operational tasks and insurance company communications at First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services using analytical tools and supports both advisory programs and institutional portfolio management.

Esther Jones is a financial advisor at Osaic Wealth, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has worked at multiple firms including Royal Alliance Associates and Arnold J.D. Honda and Associates and is currently involved with Kamemoto Financial and Occidental Underwriters of Hawaii, where she supports registered representatives and assists in administrative and training functions. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes with discretionary and non-discretionary options.