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.

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.

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.