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 one year of industry experience. Prior to joining Edward Jones, he worked in various roles primarily in the hospitality and retail sectors. Outside of finance, he performs music at a resort and timeshare property in Lahaina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

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.

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 with LPL Financial based in Kahului, HI. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Central Pacific Bank and has experience in various roles including positions at Pacific University and Enterprise Rental Car. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Marc Kozuki is a financial advisor with Stifel in Kahului, HI, holding a Series 66 designation and with 15 years of industry experience. He has been with Stifel since 2010. Outside of his advisory role, he is involved as a partner in Maui Leis and Flowers LLC and serves as president of Home Maid Bakery Inc. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Curtis Kuge is a financial advisor with Edward Jones in Wailuku, HI, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Edward Jones since 2020. Prior to this, he worked in the automotive industry with Lithia Acura of Honolulu and Jn Automotive Group/Velocity Honolulu. 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 advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julie Petro is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory work, she is a limited partner in a family business entity. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through a range of investment and planning services.

Desiree Ting is a financial advisor with LPL Financial in Kahului, HI, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Central Pacific Investment Services since 2015 and has been affiliated with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and various technology solutions.

Ramona Haswell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was involved with Maui International Entertainment LLC for nine years and had a role at Citizen Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Mark Shaber is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that combines quantitative and qualitative research with tax-aware strategies and risk management techniques.