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Bryce M

Series 66

Waipahu Mililani, HI

Cetera

Bryce Miyamoto is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with Bankoh Investment Services, Inc. for 11 years prior to his current role at Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bobby G

Series 66

Pearl City, HI

Edward Jones

Bobby Gibbs is a financial advisor at Edward Jones in Pearl City, HI, holding a Series 66 designation with six years of industry experience. He previously worked at Hilton Grand Vacations from 2017 to 2019. Outside of his advisory role, Gibbs owns a rental property in Clarksville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Vincenzo D

Series 66

Mililani, HI

Cetera

Vincenzo Di Nicolantonio is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and previously worked at American Savings Bank and the Federal University of Rio de Janeiro. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jose Maria J

CFP®, Series 66

Mililani, HI

Cetera

Jose Maria Jimenez is a CFP® professional with 18 years of industry experience, currently advising at Cetera. His prior experience includes roles at Edward Jones and First Allied Advisory Services. Outside of his advisory work, he is a founding director of the NEXT STEP FOUNDATION, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with discretionary and non-discretionary program options and oversees over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paul F

Series 66

Waipahu, HI

LPL Financial

Paul Feagles is a Series 66-licensed financial advisor currently with LPL Financial. He has been with LPL since 2025 and has prior experience at Pearl Hawaii FCU. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kanan M

Series 63, Series 65

Kahuku, HI

J.P. Morgan Securities

Kanan Mehren is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he works as a freelance DJ for events such as weddings and birthday parties. J.P. Morgan Securities provides institutional consulting services to corporate and nonprofit clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Paul S

Series 66

Mililani, HI

Cetera

Paul Shoji is a financial advisor with Cetera in Mililani, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Edward Jones and spent ten years at Bank of Hawaii. Outside of advising, he owns rental property in Honolulu. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Financial Professional
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Andrei I

CFP®, Series 66

Waipahu, HI

Edward Jones

Andrei Ichinose is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at American Savings Bank, Cetera Investment Services, Bankoh Investment Services, and Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its large advisor and branch network and offers services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Carissa C

Series 66

Mililani, HI

Raymond James Financial

Carissa Chang is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she has worked in various capacities including as a Service Specialist and at First Hawaiian Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers non-discretionary, tailored investment consulting using risk profiling and analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ronald G

Series 66

Mililani, HI

Raymond James Financial

Ronald Gregorio is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 21 years of industry experience. He has worked with First Hawaiian Advisors and First Hawaiian Bank since 2011, serving as a wealth advisor focused on investment, insurance, and retirement planning. Gregorio is also a board member and head of the finance committee at Mental Health Kokua, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized municipal and SIMPLE IRA advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Andrew P

Series 63, Series 65

Pearl City, HI

Cambridge Investment Research Advisors

Andrew Pike is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Cambridge since 2010. Outside of his advisory work, he serves on the advisory board of the National Christian Foundation Hawaii and holds leadership and board roles with New Hope Christian Fellowship and New Hope O'ahu. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stephen S

ChFC®, Series 63, Series 65

Waialua, HI

LPL Financial

Stephen Sugai is a financial advisor at LPL Financial with 52 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Signator Investors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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