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.

Katherine Jacobs is a Series 65-licensed financial advisor with Pathfinder Financial Services, LLC and has four years of industry experience. She has worked in various roles, including positions at Kailua Cinemas and the University of Southern California. Pathfinder Financial Services, LLC serves individuals, families, trusts, and estates, managing approximately $89.7 million across 38 client households. The firm employs an academically informed, factor-based investment approach using low-cost mutual funds and fixed-income securities, with portfolios typically custom-designed and reviewed quarterly.

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.

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.

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.

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.

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.

Dalton Forsythe is a financial advisor at TenCap Wealth Coaching with Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at MassMutual Life Insurance Company and MML Investors Services, and currently serves as CFO and board member of the Inclusive Sports Foundation, a nonprofit focused on inclusivity in sports for special needs individuals. He is also the Assistant Athletic Director of Name, Image, and Likeness (NIL) at Utah State University. TenCap Wealth Coaching provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and co-advisory services with third-party managers, operating from multiple offices and maintaining affiliations with other investment advisers and an insurance entity.

Ji Mi Kim is a financial advisor at Pasadena Private Wealth, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at SageView Advisory Group and several other firms. Outside of her advisory role, Kim is an art consultant with DeRubeis Fine Art of Metal in Honolulu. Pasadena Private Wealth serves individuals, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm’s investment approach combines fundamental analysis with model-driven portfolios and includes a range of asset classes such as ETFs, mutual funds, individual securities, fixed income, digital assets, and alternative strategies.

David Ahn is a CFP® and Series 65-registered financial advisor with Stadia Financial LLC in Honolulu, HI, where he has worked since 2023. He has two years of industry experience and has been a Professor of Finance at the University of Hawaii since 2008, teaching asynchronous online courses. Stadia Financial primarily serves pooled investment vehicles and institutional clients, as well as trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis to construct diversified portfolios and offers discretionary investment management alongside wealth management and financial planning services.

Skyler Keate is a Series 65-licensed financial advisor with Cadinha & Co LLC in Park City, UT, where he has worked since 2016. He has seven years of industry experience. 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 employs a combination of top-down macro, fundamental, and technical analysis through an Investment Committee and offers a variety of labeled strategies, including model portfolio services to third-party platforms.

Hans Medina is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Shiraishi Financial Group Advisors and Cetra Investment Services, LLC. Medina is based in Honolulu, HI. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process called “Advance and Protect,” utilizing a combination of active, passive, and tactical strategies across approximately 70 model portfolios.

John Robinson is a financial advisor with Financial Planning Hawaii, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Planning Hawaii since 2010 and was previously with J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Robinson is also CEO of NEST EGG GURU, LLC, a web-based retirement planning application. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individual investors, families, and small businesses nationwide. The firm emphasizes academic investment frameworks and predominantly uses passive equity allocations combined with fixed-income laddering, offering both discretionary portfolio management and flat-fee, fee-only planning services.

Sheri Cabral is a financial advisor at Pinkerton Wealth Partners in Honolulu, HI, holding a Series 66 credential with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors and Private Client Services, LLC, and serves as president of the board for Parent Participation Nursery School, where she is involved in decision-making related to the school’s operations, finances, and human resources. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients through discretionary and non-discretionary asset management, financial planning, estate-planning coordination, and ERISA/401(k) consulting. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Gabriella Puaa is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at the Carson Group and Creighton University. Cadinha & Co is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, trusts, nonprofit organizations, pension and corporate clients, as well as institutional mandates. The firm employs a combination of top-down macroeconomic analysis and tactical asset allocation, offering customized investment strategies and serving as a model provider to third-party platforms.