Max Chun Van Osdol is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with C.M. Bidwell & Associates Ltd in Honolulu, HI since 2012. C.M. Bidwell & Associates is a discretionary investment adviser serving individual clients, including high-net-worth households, as well as institutional accounts. The firm employs a proprietary quantitative model for actively managed equity strategies and focuses on high-quality, investment-grade fixed-income allocations, offering a range of portfolio management and advisory services while accommodating client-imposed investment restrictions.

Gordon Nihei is a Series 65 licensed financial advisor with 14 years of industry experience. He is a principal at Humble Capital Management LLC and Humble Capital Holdings LLC, where he manages business activities related to the firm's real estate holdings. Humble Capital Management provides discretionary investment management services to a private investment fund and separately managed accounts for high-net-worth individuals, pension and profit-sharing plans, and charities. The firm employs a fundamental value-oriented approach focused on acquiring equity securities of companies trading below intrinsic value and maintains relatively concentrated portfolios.

Itaat Husain is a financial advisor at Financial Planning Hawaii, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a notary public in Honolulu, HI. 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 such as Modern Portfolio Theory and typically favors passive core equity allocations alongside fixed-income laddering strategies.

Laurey Shibuya is a financial advisor with Financial Planning Hawaii, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc. and J.W. Cole Advisors, Inc., as well as various financial services firms in Honolulu. She is also affiliated with the University of Hawaii. 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 and offers both discretionary portfolio management and fee-only planning services through a four-adviser team managing approximately $382 million in assets.

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.

Kera Wong Miyasato is a financial advisor at Neokai Capital with three years of industry experience. She holds a Series 65 designation and has previously worked at Merrill Lynch Wealth Management and held multiple roles at the University of Hawai'i. Outside of advising, she has been involved with KeraMiya Financial Education, LLC and The Tidy Home, LLC. Neokai Capital provides discretionary portfolio management and periodic investment reviews for individuals, high-net-worth clients, corporations, and business entities. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios that include margin and options strategies, managing accounts with documented risk tolerances.

April Nakayama Frost is a financial advisor with Kala Capital and holds a Series 66 designation. She has 10 years of industry experience, including five years with Kala Capital Partners and five years with First Command Financial Planning and its related entities. She has also worked at Kalaheo High School for over a decade. Kala Capital Partners provides portfolio management, financial planning, and retirement plan consulting services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, often employing third-party sub-advisors to manage portfolios primarily on a discretionary basis.

Kawika Shoji is a financial advisor at Regency Capital Management Inc. in Honolulu, HI, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked for 12 years with USA Volleyball. Regency Capital Management provides discretionary investment and wealth management services to individuals, trusts, retirement plans, and institutions, typically serving clients with $1 million or more in investable assets. The firm employs both model and bespoke strategies, combining fundamental analysis with quantitative tools, and serves a mix of individual and institutional clients, including private funds and pooled investment vehicles.

Chad Sakumoto is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Humble Capital Management LLC in Honolulu, HI. He is also the Chief Investment Officer for a privately held construction company and a partner in Walk Fantastic LLC, a surfboard manufacturing and sales business. Sakumoto has been affiliated with Humble Capital Management since 2009. Humble Capital Management provides discretionary investment management to a private investment fund and separately managed accounts for high-net-worth individuals, pension plans, and charities. The firm follows a fundamental value-oriented approach focusing on equity securities of companies trading below intrinsic value and employs performance-based fees uncommon for firms of its size.

Cullen Dochin is a financial advisor at Kala Capital with a Series 65 license and one year of industry experience. Prior to joining Kala Capital, he operated Cullen Dochin Music LLC and has been involved in various roles including work in agriculture and entertainment. Kala Capital Partners provides portfolio management, financial planning, and retirement plan consulting services to individual and high-net-worth clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and may use third-party sub-advisors to manage portfolios primarily on a discretionary basis.

Ryan Miyashiro is a CFP® professional with 13 years of experience, currently serving as an advisor at Kahala Financial Advisors, LLC in Honolulu, HI since 2004. He works at a firm that provides fee-only investment management and personal financial planning to individuals, trusts, estates, and select charitable and corporate clients. Kahala Financial Advisors manages approximately $175 million across about 163 households, employing a long-term buy-and-hold strategy with diversified allocations to low-cost mutual funds and ETFs, along with regular portfolio rebalancing and ongoing monitoring.

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.

Christopher Bueno is a financial advisor at Kala Capital with eight years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services, Inc. and related entities. Outside of his advisory work, he serves as an assistant chess coach at Iolani High School, teaching students competitive chess. Kala Capital Partners advises individual and high-net-worth clients through comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis and offers both discretionary and non-discretionary portfolio management.

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.

Julie Ford is a financial advisor at Pacific Global Investment Management Company with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pacific Global since 2017. Prior to that, she spent a year with the State of Hawaii, Office of the Governor, and has owned and operated Schweitzer Consulting, a public relations firm, since 2004. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a fundamental research-driven investment approach with value-oriented and core equity styles, and offers financial planning and pension consulting.

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.

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.

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.