Owen Lahr is a financial advisor at Andrews Advisory Associates, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Andrews Advisory Associates since 2023. Prior to his advisory role, he was involved with the Hawaii Boat Club and Kaneohe Yacht Club, and has experience with Vector Marketing Cutco and academic positions at the University of Hawaii and Amador Valley High School. Andrews Advisory Associates, LLC is a SEC-registered investment adviser managing approximately $236 million in client assets. The firm provides discretionary investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, using a primarily passive investment approach supplemented by an active dividend-growth stock strategy for larger accounts.

George Hart is a financial advisor at Wealth Alignment Partners, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked for Aqua-Aston Hospitality for eleven years. Outside of his advisory role, he is a fitness instructor at CorePower Yoga and a minority partner in Endorfit Social. Wealth Alignment Partners, LLC serves pooled and institutional clients as well as individuals and families, offering discretionary investment management alongside customized financial planning and occasional business consulting. The firm emphasizes client-specific investment policy statements and tailored asset allocations, using both fundamental and technical analysis.

Clinton Bidwell III is a financial advisor with C.M. Bidwell & Associates Ltd, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at La Salle St. Securities, Inc. for 23 years and has been concurrently associated with C.M. Bidwell & Associates since 1979. C.M. Bidwell & Associates is a discretionary investment adviser serving individual, high-net-worth, and institutional clients. The firm offers actively managed equity strategies based on proprietary quantitative models and focuses fixed-income allocations on investment-grade securities, providing a range of portfolio management and advisory services with considerations for client-imposed investment restrictions.

Nathan Graves is a financial advisor at Kipos Wealth with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill and State Farm VP Management Corp from 2015 to 2023. Graves also operates as an insurance agent, offering insurance products to firm clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including alternatives and sophisticated instruments, and manages both discretionary and non-discretionary accounts.

Jordan Baird is a financial advisor at Neokai Capital in Honolulu, HI, holding a Series 65 designation with three years of industry experience. Prior to joining Neokai Capital in 2022, he worked at Leatherman Tool Group from 2015 to 2018. Neokai Capital advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and investment reviews tailored to each client’s Investment Policy Statement. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, incorporating margin and options strategies within separately managed accounts.

Greg Miyashiro is a CFP® with 13 years of industry experience, currently serving at Kahala Financial Advisors, LLC in Honolulu, Hawaii. He has been with the firm since 1986, contributing to its multidecade presence. Kahala Financial Advisors, LLC is a small, two-advisor firm providing fee-only investment management and personal financial planning to individuals, trusts, estates, and select charitable and corporate clients. The firm employs a long-term buy-and-hold strategy with diversified allocations to low-cost mutual funds and ETFs, offering discretionary portfolio management and regular account reviews.

Todd Erskine is a CFP®, CFA®, and Series 63 credentialed advisor with 12 years of industry experience. He is currently with Chapman Financial Group, doing business as Kokua Capital Management, where he has worked since 2016. Chapman Financial Group, operating as Kokua Capital Management, provides discretionary wealth management to individual and high-net-worth clients and offers separate-account fixed-income sub-advisory services to other investment adviser firms. The firm employs an actively managed, long-term approach combining fundamental and technical analysis, and it utilizes a range of instruments and trading arrangements that extend beyond typical retail wealth management.

Olivia Uong is a financial advisor at Neokai Capital in Honolulu, HI, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Magnit, Ursus, Inc., Fuel Talent, Nike, Inc., Leatherman Tool Group, and Vectra Visual. Neokai Capital provides discretionary portfolio management and investment reviews for individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, using both long- and short-term trading approaches including margin and options strategies.

Byron Leong is a financial advisor at Investment Research Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Mitre Corp and ManTech International, where he currently serves as Executive Director providing systems integration services to the Department of Defense at US IndoPacific Command in Hawaii. Investment Research Corp offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and manages a broad range of investment products, including equities and municipal securities, with both discretionary and non-discretionary account management.

Sawyer Patrick is a financial advisor with Financial Planning Hawaii, Inc., holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining the firm, he worked in roles at Hawaiian Airlines, The Greenbrier Companies, Nike, and the University of Oregon Student Recreation Center. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individuals, families, and small businesses nationwide. The firm emphasizes academic investment frameworks, favors passive equity allocations, and offers discretionary portfolio management alongside a fee-only planning service.

Damien Morales is a financial advisor with B.B. Graham & Company, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at B.B. Graham & Co. since 2020 and concurrently serves as an independent insurance agent with Financial Benefits Insurance, Inc. since 2014. His prior experience includes roles at American Mutual Group and Ameritas Investment Corp. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary accounts and use of third-party asset managers.

Kaleialoha Cadinha Pua'a is a Series 65-licensed financial advisor with 24 years of industry experience. She has been with Cadinha & Co., LLC since 2007, where she is part of a team of ten advisors. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, generally serving clients with $1 million or more in investable assets. The firm employs a combination of top-down macro, fundamental, and technical analysis through an Investment Committee, offering a variety of labeled strategies and actively adjusting asset allocations based on market views.

Evan Nishida is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Island Wealth Management in Honolulu, HI, and also works at Iolani School. Prior to his advisory career, he has experience in the food service industry with roles at Katsu Midori Sushi and Tenkaippin Ramen. Island Wealth Management provides financial planning and consulting services to individuals, trusts, retirement plans, and businesses. The firm emphasizes a planning-first approach with general investment advice and focuses on fee-for-service engagements rather than portfolio management or asset-based fees.

Sophia Saiki is a CFP® and Series 66-licensed financial advisor at Island Wealth Management with two years of industry experience. She has worked at both Island Wealth Management and LPL Financial since 2022. In addition to her advisory role, she provides administrative support within Island Wealth Management. Island Wealth Management offers financial planning and consulting services to individuals, trusts, retirement plans, and business clients, focusing on a planning-first model without discretionary portfolio management. The firm emphasizes fee-for-service engagements and delivers written plans covering retirement, estate, tax, business, and exit planning.

Brian Tokuuke is a CFA® charterholder with two years of industry experience. He has worked at The Rice Partnership, LLC since 2024 and previously spent nine years at First Hawaiian Bank. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm offers tax-aware, long-term oriented investment programs customized to client objectives and supplements its core strategies with external managers and specialized offerings.

Troy Enoka is a CFP® professional with eight years of industry experience, currently serving at Island Wealth Management in Honolulu, HI. He has held roles at Island Wealth Management and LPL Financial, among others, and has been with Island Wealth Management since 2015. The firm provides financial planning and consulting services to individuals, trusts, retirement plans, and business clients, focusing on a planning-first approach without discretionary portfolio management. Island Wealth Management emphasizes fee-for-service planning and delivers written financial plans addressing retirement, estate, tax, business, and exit planning.

Ashley Wilken is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Rice Partnership, LLC since 2018. Prior to this, Wilken worked at Umpqua Bank for six years. Outside of financial advising, Wilken consults part-time for Rodan & Fields, a skin care company. The Rice Partnership serves individuals—including high-net-worth clients—pension and profit-sharing plans, businesses, and charitable organizations with services including discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach with a focus on core equity companies generating free cash flow, active fixed-income management, and international allocations primarily through low-cost ETFs.

Bradley Totherow is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co. since 1988. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm’s investment decisions are guided by an Investment Committee that integrates macro, fundamental, and technical analysis with tactical asset allocation, offering a variety of labeled strategies and sub-advisory services.

Brian Enoka is a CFP® professional with 31 years of experience in financial advising. He has worked at Island Wealth Management since 2020 and has held positions at University of Hawaii Federal Credit Union, LPL Financial, and Valic Financial Advisors. Enoka provides financial planning and consulting services through Island Wealth Management, an independent advisory firm based in Honolulu. Island Wealth Management serves individuals, trusts, retirement plans, and business clients by delivering written financial plans focused on retirement, estate, tax, business, and exit planning. The firm emphasizes a planning-first approach and offers general investment advice without discretionary management or custody of client assets.

Cathy Tajiri is a financial advisor at The Rice Partnership, LLC in Honolulu, HI, with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and Bank of Hawaii. She also has an affiliation with Wealthjar Investment Advisory, LLC. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm offers customized, tax-aware, and long-term oriented investment programs, utilizing a core equity focus on companies with free cash flow and low turnover, active fixed-income management, and international allocations via low-cost ETFs.