Tracey Lyum is a financial advisor with LPL Financial in Pearl City, HI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Central Pacific Bank, Cetera, and Bankoh Investment Services. 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, third-party asset management, and institutional platforms.

Arnold Honda is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2017, following a one-year tenure at Signator Investors, Inc. Outside of his advisory role, he operates Arnold K. Honda, JD & Associates, Inc., an S-Corp involved in the sales and service of fixed life and health insurance policies. OSAIC serves a diverse client base, including retail, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.

Jarrin Morikawa is a financial advisor at Raymond James Financial with Series 63 and Series 65 designations. He has experience at Raymond James since 2024 and previously worked at First Hawaiian Bank and First Tech Federal Credit Union. Outside of finance, his background includes roles at T&C Surf Designs and Tanioka's Seafood and Catering. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and also provides specialized services in municipal advising and employer SIMPLE IRA plans.

N. Jennifer Macaraeg is a financial advisor at OSAIC with 29 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, she worked for Central Pacific Bank and LPL Financial for 13 years each. She is also a member and advisor at JMAC Wealth Management, LLC, where she provides financial planning and advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a broad range of integrated brokerage and investment advisory services, utilizing multiple platforms and third-party money managers.

Denise Thomas Murphy is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent 23 years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kevin Okumura is a CFP® professional with 18 years of experience, currently affiliated with OSAIC. He has held roles at Occidental Underwriters of Hawaii, Ltd. since 2012, including Vice President and Director positions. Outside of his financial advisory work, Okumura co-hosts a podcast discussing various non-financial topics. OSAIC serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of asset-allocation tools and third-party resources to manage portfolios across different investment vehicles on both discretionary and non-discretionary bases.

Yayoi Tsutakawa Chinn is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® certification and Series 66 license. Her prior work includes roles at Aloha United Way and involvement with the Association of Skateboarders in Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branches.

Laura Nguyen is a Financial Advisor with Merrill Lynch Wealth Management, currently serving clients within the Narimatsu Oda Group. Her work focuses on connecting all aspects of clients’ financial lives to help prioritize and pursue goals that matter most to them. Laura specializes in family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and small business strategies among other areas. Laura holds an MBA from Hawai'i Pacific University, where she graduated with distinction, and earned a Master of Arts degree in Business Development & Entrepreneurship from Leuphana University of Lueneburg in Germany. She is bilingual in English, German, and Vietnamese. Prior to joining Merrill Lynch, Laura worked as a Client Associate at First Hawaiian Bank's Wealth Advisory Division and Raymond James Financial Services. She holds Series 7 and 66 FINRA registrations, Life Insurance licenses, and is designated as a Personal Investment Advisor (PIA). Laura is active in local nonprofit events throughout the year. Outside of her professional role, Laura enjoys practicing yoga, playing piano, and traveling. She values socializing and meeting new people and has personal interests that include music and dogs.

Brandon Wallis is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, Raymond James Financial, Bancwest Investment Services, and Equitable Advisors. Based in Mililani, HI, Wallis is associated with Kupono Wealth Planning, a registered LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors.

Christopher Lee is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. Prior to joining Edward Jones, he worked at Uvest Financial Services Group, Inc. and Northwestern Mutual Investment Management. Outside of his advisory role, he serves as a wedding officiant for Grace Bible Church Pearlside and holds the position of secretary for the Securities Industry Association of Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Abby Kelliher is a financial advisor with Edward Jones in Honolulu, HI, holding a CFP® designation and Series 63 and 66 licenses. She has 11 years of industry experience, including eight years at MFS Fund Distributors Inc before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sean Calles is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Glennel Jordan is a financial advisor with Osaic Wealth, Inc. based in Honolulu, HI, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Royal Alliance and Massachusetts Mutual Life Insurance Company. He is CEO of Summit Financial Advisors, an independent team focused on comprehensive financial planning and insurance, and serves as Vice President of Mana Wealth Hawaii, an LLC that meets with clients regarding fixed products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing proprietary tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Brian Stouffer is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and possessing 20 years of industry experience. He has spent the majority of his career with Bankoh Investment Services, Inc., from 2007 to 2017 and again since 2018, and joined Cetera in 2025. Based in Honolulu, HI, he currently serves clients through Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Shawn Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at OSAIC and Jhfn Sii, and has served multiple tenures at Equitable Advisors since 2000. Outside of his advisory role, Hamada is vice president of MOA Hawaii, a nonprofit focused on arts, culture, health, and wellness, and serves as a board member of Nakata Electrical Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory models, including the SAM program and LPL-sponsored solutions.

Valerie Schmidt is a CFP® and ChFC® with 28 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as President of the University of Hawaii Women's Basketball Booster Club and provides nonfinancial guidance related to spiritual alignment and personal development. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Thomas Lodico is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 29 years prior to joining LPL Financial in 2021. Lodico is also involved with Pacstar Financial Group, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by extensive advisor tools and a large network of investment adviser representatives.

William Stack is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to this role, he has been involved in songwriting and streaming residuals through Orchard Enterprises NY, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lorrie Mossman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has worked at Raymond James since 2017 and previously held roles at First Hawaiian Bank and Bancwest Investment Services. Mossman has served as a Field Compliance Officer at First Hawaiian Bank and First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using a variety of analytical tools and supports its recommendations through advisory programs and partnerships across a large advisor network.

Jodi Lam is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley entities since 2009 and currently serves as Committee Chair for the Hawaii Society of CPAs, in addition to holding board positions with the United States Tennis Association Hawaii Pacific Section and the Hawaii Society of Certified Public Accountants. Morgan Stanley Wealth Management offers a broad range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets, with an investment approach that incorporates firm-approved planning tools and market scenario modeling.