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.

Tracey Lyum is a financial advisor with LPL Financial in Pearl City, HI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Central Pacific Bank, Cetera, and Bankoh Investment Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Arnold Honda is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2017, following a one-year tenure at Signator Investors, Inc. Outside of his advisory role, he operates Arnold K. Honda, JD & Associates, Inc., an S-Corp involved in the sales and service of fixed life and health insurance policies. OSAIC serves a diverse client base, including retail, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.

Jarrin Morikawa is a financial advisor at Raymond James Financial with Series 63 and Series 65 designations. He has experience at Raymond James since 2024 and previously worked at First Hawaiian Bank and First Tech Federal Credit Union. Outside of finance, his background includes roles at T&C Surf Designs and Tanioka's Seafood and Catering. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and also provides specialized services in municipal advising and employer SIMPLE IRA plans.

N. Jennifer Macaraeg is a financial advisor at OSAIC with 29 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, she worked for Central Pacific Bank and LPL Financial for 13 years each. She is also a member and advisor at JMAC Wealth Management, LLC, where she provides financial planning and advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a broad range of integrated brokerage and investment advisory services, utilizing multiple platforms and third-party money managers.

Denise Thomas Murphy is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent 23 years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kevin Okumura is a CFP® professional with 18 years of experience, currently affiliated with OSAIC. He has held roles at Occidental Underwriters of Hawaii, Ltd. since 2012, including Vice President and Director positions. Outside of his financial advisory work, Okumura co-hosts a podcast discussing various non-financial topics. OSAIC serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of asset-allocation tools and third-party resources to manage portfolios across different investment vehicles on both discretionary and non-discretionary bases.

Yayoi Tsutakawa Chinn is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® certification and Series 66 license. Her prior work includes roles at Aloha United Way and involvement with the Association of Skateboarders in Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branches.

Laura Nguyen is a Financial Advisor with Merrill Lynch Wealth Management, currently serving clients within the Narimatsu Oda Group. Her work focuses on connecting all aspects of clients’ financial lives to help prioritize and pursue goals that matter most to them. Laura specializes in family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and small business strategies among other areas. Laura holds an MBA from Hawai'i Pacific University, where she graduated with distinction, and earned a Master of Arts degree in Business Development & Entrepreneurship from Leuphana University of Lueneburg in Germany. She is bilingual in English, German, and Vietnamese. Prior to joining Merrill Lynch, Laura worked as a Client Associate at First Hawaiian Bank's Wealth Advisory Division and Raymond James Financial Services. She holds Series 7 and 66 FINRA registrations, Life Insurance licenses, and is designated as a Personal Investment Advisor (PIA). Laura is active in local nonprofit events throughout the year. Outside of her professional role, Laura enjoys practicing yoga, playing piano, and traveling. She values socializing and meeting new people and has personal interests that include music and dogs.

Brandon Wallis is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, Raymond James Financial, Bancwest Investment Services, and Equitable Advisors. Based in Mililani, HI, Wallis is associated with Kupono Wealth Planning, a registered LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors.

Christopher Lee is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. Prior to joining Edward Jones, he worked at Uvest Financial Services Group, Inc. and Northwestern Mutual Investment Management. Outside of his advisory role, he serves as a wedding officiant for Grace Bible Church Pearlside and holds the position of secretary for the Securities Industry Association of Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.