Austin Brock is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. He has five years of industry experience and has been with Raymond James since 2021. Prior to this, he was associated with First Hawaiian Advisors and First Hawaiian Bank starting in 2020. Outside of his advisory role, he has worked at the Hawaii Kai Golf Course and the University of Hawaii. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation in municipal and public finance advisory services.

Thomas Lambert is a financial advisor with Morgan Stanley in Kahului, Hawaii, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets. Outside of his advisory role, Lambert serves on the finance committee as a board member of the Historic Hawaii Foundation, a nonprofit focused on art and culture. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations as part of standalone financial plans.

Naaleialoha Keaunui is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Cetera in 2025, Keaunui worked for Bankoh Investment Services, Inc. for 10 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting discretionary and non-discretionary strategies across numerous program structures.

Everett Johnson III is a CFA® charterholder and holds the Series 66 designation with 24 years of industry experience. He has been with LPL Financial since 2013, and previously worked at Wildwood Asset Management LLC and Liberty Group, LLC. Outside of his advisory work, he is a partner involved in executive decisions at a family partnership business entity. 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.

Davin Wada is a financial advisor with Ameriprise in Wailuku, HI, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tonya Piano is a financial advisor with Morgan Stanley in Kahului, Hawaii, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones Investments and Pacific Home Loans. Morgan Stanley Wealth Management offers a wide array of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Claire Miyasato is a Series 66-licensed financial advisor with Morgan Stanley in Kahului, Hawaii, bringing 21 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and advisory activities.

Bryan Jaynes is a Series 66 licensed financial advisor with Edward Jones, based in Kihei, HI, with one year of industry experience. Prior to joining Edward Jones, he held various self-employed roles including positions with Uber, DoorDash, and several local tour and diving businesses. He also operated a charter boat business called Makena Coast Charters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors.

Zadoc Brown III is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Ross Kumasaki is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes multiple roles at Cetera and Cetera Investment Services LLC, as well as prior positions at Hawaii State Federal Credit Union, CUSO Financial Services, American Savings Bank, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a wide range of program options and access to third-party managers.

William Allison Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Merrill and Bank of America, totaling over 35 years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services primarily in an advisory capacity.

Andrea Anderson is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 license and has been with Edward Jones since 2009. Outside of her advisory role, Anderson is involved in managing rental properties and real estate holdings in Wailuku and Lahaina, 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Robert Pellettieri is a financial advisor with Morgan Stanley in Kahului, HI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Dillan Riter is a financial advisor with Edward Jones in Kihei, HI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Wailea Beach Resort and Lahaina Surf Shack. He is also a musician who has performed at a resort and timeshare property in Lahaina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Timothy Haygood is a financial advisor with OSAIC based in Kahului, HI, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at OSAIC since 2025 and concurrently serves as a financial advisor with Maui Financial Group. He also has a background in life insurance and annuities through Principal Life Insurance Company and Principal Securities. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions. The firm is noted for its complex platform structure resulting from multiple mergers and its use of diverse commercial arrangements and advisory programs.

Shaun Moore is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously served 18 years in the U.S. Army. Outside of advising, he co-founded a closely held corporation with his spouse involved in business process consulting, retail sales of unique apparel and household items, and publishing. Edward Jones is a wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Jennifer Rappenecker is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Randol Leach is a financial advisor with LPL Financial in Kihei, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Citigroup Global Markets for 11 years before joining LPL Financial in 2009. He also operates two businesses under DBAs: Maui Investment Services and Maui Retirement Plans. 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 supported by investment adviser representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

Bethani Eguia is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and was previously with Jhfn Sii from 2011 to 2018. Outside of her advisory role, she operates as a sole proprietor in fixed insurance sales and serves as a Disaster Recovery Specialist and Help Desk Technician for the Small Business Administration. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ikaika Viela is a financial advisor at LPL Financial with a Series 66 designation. He has experience working at Central Pacific Bank and Enterprise Rental Car, and has held roles in education and land management. Viela is based in Kahului, Hawaii. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of advisory and brokerage services.