Alan Chinen is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with PlanMember and Scarborough Alliance Group since 2011 and has operated Chinen & Arinaga Financial Group since 1992, where he serves as president and chairman. Outside of advisory work, he is involved in local nonprofit activities, including serving as a trustee for the Chinen & Arinaga Charitable Foundation and as vice chairman of The Central In Mililani Foundation. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering risk-based mutual fund portfolios. The firm supports plan sponsors and participants through education, service centers, seminars, and personalized retirement planning.

Morris Kunita is a financial advisor at J. W. Cole Advisors, Inc. with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kunita serves as president and treasurer of the Ted N. Wakida Foundation, a family 501(c)(3) nonprofit organization. J. W. Cole Advisors is a national SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives, offering portfolio management, fee-based financial planning, and multiple managed account solutions.

Matthew Kunita is a financial advisor at J. W. Cole Advisors, Inc. in Honolulu, HI, holding a Series 66 designation with four years of industry experience. Prior to joining J. W. Cole Advisors, he worked at Pearl Harbor Naval Shipyard and IMF for eleven years. He is also involved with Financial Architects of Hawaii, an independent agency that markets traditional life and health insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

John Turner is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63, 65, and 66 designations and has 19 years of industry experience. His career includes prior roles at Karatbars and ongoing work as an insurance agent writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various security types with a focus on client goals and risk tolerances.

Darin Leong is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Chinen & Arinaga Financial Group and PlanMember Securities Corporation since 2016. Leong also serves as a certified educator for National Benefit Services, providing financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Alexander Lau is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked with Planmember since 2011 and also maintains a long-term association with Chinen & Arinaga Financial Group. Outside of his advisory roles, Lau serves as an accountant for Hope Chapel West Oahu and delivers financial education presentations as a certified educator for National Benefit Services, LLC. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Cindy Asuncion is a financial advisor with Planmember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Planmember since 2011 and concurrently serves as a financial advisor at Chinen & Arinaga Financial Group since 2001. Additionally, she conducts financial education presentations as a seminar educator for National Benefit Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Daniel Peters is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PlanMember since 2016. In addition to his advisory work, Peters serves as a worship pastor at Moanalua Gardens Missionary Church and conducts financial education workshops for Hawaii Department of Education employees. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and offering education and support services to sponsors and participants.

Brant Yoshida is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with PlanMember since 2011 and is also involved with Chinen & Arinaga Financial Group and Chuck's Steak & Seafood Restaurant. Additionally, he presents financial education seminars through National Benefit Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for numerous plans. The firm uses a strategic asset allocation framework and risk-based mutual fund portfolios to guide investment decisions and offers educational support and personalized retirement planning to plan sponsors and participants.

Kent Okamura is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Chinen & Arinaga Financial Group and currently manages roles outside finance including ownership and management of a content creation business and an online retail sales company. Additionally, he is employed as a line cook at a local restaurant. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Jennifer Cabo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She worked at Bankoh Investment Services, Inc. for 12 years before joining Cetera in 2025. The firm distributes its services through a large network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. Cetera offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Lenn Yonemura is a financial advisor at Edward Jones in Mililani, HI, holding a Series 66 designation and with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in hospitality roles with Kyoya Ohana LLC at The Royal Hawaiian and Sheraton Waikiki from 2016 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Shaun Kiriu is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 12 years at Southern Glazer's Wine & Spirits. 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 national network of financial advisors and branch offices.

Robert Lobdell is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Concourse Financial Group Securities Inc for 17 years. Outside of his advisory role, he assists his son as an independent insurance producer in selecting fixed life and fixed annuity products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Lobdell is a financial advisor with Cetera and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Concourse Financial Group Securities and Northwestern Mutual Investment Services. Outside of his advisory work, he has worked in the food and hospitality sector and has experience as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing over $256 billion in assets with more than 10,000 advisors nationwide.

Randin Yagi is a financial advisor with Edward Jones in Aiea, HI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jeremy Gabriel Clark is a financial advisor with Raymond James Financial, holding a Series 66 credential and six years of industry experience. He has held roles at Raymond James Financial Services, Inc. since 2018 and also works with First Hawaiian Bank. Outside of advisory work, he has experience in a packing and shipping business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a range of advisory programs and consulting services.

Darrell Avery is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes 23 years at Bankoh Investment Services, Inc., followed by roles at Ameriprise Financial Advisors Inc. and American Savings Bank. He is based in Wahiawa, HI. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with diverse program structures and custodial arrangements.

Kawena Vierra is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and five years of industry experience. Her work background includes roles at Hawaiian Airlines Inc. and the Hawaii State Public Library System. Outside of financial advising, she works as a freelance illustrator and artist on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-based investment strategies. The firm operates at scale with thousands of advisors and offices, offering services primarily to individual investors rather than institutional clients.

Danielle Lum is a financial advisor with Cetera Investment Services LLC, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Bankoh Investment Services, First Hawaiian Bank, Raymond James Financial Services, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across various program structures.