Evan Grimes is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has prior work experience at American Savings Bank and Bank of Hawaii. Outside of finance, he has worked in the hospitality and tourism sectors, including roles at Alan Wongs Restaurant and Maui Zipline Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a range of program options.

Logan Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc. in Honolulu, HI. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, Taylor worked at N&K CPAs Inc. and held positions in education at Colorado Mesa University and local schools. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and corporations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and a range of specialized advisory programs.

Brad Yamanouchi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' individual goals, with expertise in areas such as college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Brad holds a Bachelor's Degree from the University of Hawaii System and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, he participates in community activities through volunteer work, reflecting the Merrill tradition of engagement in the communities served.

Reid Suzuki is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as treasurer for the AOAO 1242 Matlock in Honolulu. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Aaron Ihori is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily those with substantial investable assets.

Troy Torigoe is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by analytical tools and manages approximately $2.74 trillion in client assets.

David Garcia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2018. Outside of his advisory role, he co-owns a rental property in Honolulu with his spouse. 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 investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Steven Gum is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kenneth Barnes is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors, LLC. Outside of advisory services, he is involved as a member of 1DG LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers to deliver tailored investment solutions.

Carmen Iao is a financial advisor with Cetera in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Cetera and Cetera Investment Services LLC since 2017 and previously worked at American Savings Bank and LPL Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Marivic Dar is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. Outside of her advisory work, she is the business owner of ACDC Development LLC, a renewable energy company based in Honolulu. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, with additional services including trust custody, insurance product sales, and lending programs.

Benjamin Benzaken is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Bancwest Investment Services, Inc. from 2005 to 2009. Outside of his advisory role, Benzaken serves as the Hawaii Director of the self-defense system Krav Maga. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers financial planning, asset management programs, and institutional platforms, supporting advisors with research models and technology tools.

Frances Wright is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at multiple Cetera entities and Summit Financial Group, as well as a longstanding position at Hawaii Financial Advisors, Inc. Wright also sells life insurance through Perry Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, catering to a diverse client base with discretionary and non-discretionary solutions.

Scott Nishida is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 66 credential and 22 years of industry experience. His prior firms include Signator Investors, Inc. and Equitable Advisors. Outside of advisory work, he owns a printing sales business based in Honolulu. 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, third-party asset management, participant-level retirement advice, and institutional platforms.

Owen Yamamura is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and an earlier tenure at LPL Financial. Yamamura is involved in nonprofit activities, including work with the PCI Scholarship Fund and a donor-advised fund through Vanguard. 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, model portfolios, third-party asset management, and institutional platforms.

Carlton Kusunoki is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, and third-party asset management, supported by advanced research and operational tools.

Valerie Chun is a financial advisor with Osaic Wealth, Inc. based in Honolulu, HI, holding a Series 66 designation and two years of industry experience. She previously worked at Pacific Guardian Life Insurance Company, Ltd. for over two decades and currently provides consulting services related to sales administration policies and procedures for the same company. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and portfolio construction using a variety of investment products and third-party solutions.

Rena Asano is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera Investment Advisors, she held roles at Pacific Rim Legacy Group and Cetera ADVISORS LLC. She is also involved with HASCHOC International. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Nobuyuki Kita is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial, Equitable Advisors, and Ameriprise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, providing brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Ian Mcdonald is a financial advisor with Wells Fargo Clearing in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.