Kevin O'Keefe is a financial advisor with Edward Jones in Kapolei, HI, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as a member of a cabinet advisory group supporting the Republic of the Marshall Islands government on fiscal reform and governance procedures related to the Compact Management Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a wide range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Kainoa Dall is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he has held positions at HawaiiUSA Federal Credit Union, Oregon State Credit Union, and worked at Oregon State University and Kapolei High School. He also has experience related to La Vanta Records. Equitable Advisors serves a broad range of clients, including individual, institutional, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and does not sponsor its own wrap fee program.

Jeri An Yamamoto is a Series 66 licensed financial advisor with 25 years of industry experience, currently affiliated with Cetera in Honolulu, HI. Her prior experience includes roles at Bankoh Investment Services, Inc. and Voya Financial Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options, including access to third-party money managers and customized investment strategies.

Kristen Carreira is a financial advisor at LPL Financial with 18 years of industry experience, including 10 years at Edward Jones prior to joining LPL in 2018. She holds a Series 66 designation. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives.

Henry Malley is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Merrill since 1983 and also works with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ramona Ching is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and 32 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, she serves as a co-trustee for her mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jared Chang is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and New York Life Insurance Company. Outside of advising, Chang has experience as a substitute teacher and in hospitality event bartending. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Randall Kaya is a financial advisor with UBS Financial Services in Honolulu, Hawaii, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as president of 3-5K, Inc., a local retail shopping center operation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management, including fiduciary financial planning and portfolio management tailored to client goals and risk tolerances.

Terza Wheeler is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Wells Fargo entities since 2009, including seven years at Wells Fargo Advisors LLC prior to her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment strategies.

Leena Howard is a financial advisor with Cetera in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Morgan Stanley and Bankoh Investment Services. Outside of her advisory work, she serves as a part-time property manager for a condominium. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Rick Handy is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1978, providing clients with individualized wealth management strategies, retirement plan services, and estate and wealth transfer techniques. Rick regularly evaluates and reviews financial plans to align with clients' evolving goals. Rick earned the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2004 and holds the Personal Investment Advisor (PIA) certification. He attended Miami University of Ohio, concentrating in Physics and Mathematics, and holds a Bachelor's degree from Western College. Outside of work, Rick enjoys swimming, sailing, and golf, and spends time with his family. He is also associated with the West Honolulu Rotary.

Todd Valoff is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes over two decades at First Republic Securities Co LLC and First Republic Bank, followed by roles at J.P. Morgan Securities and JP Morgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting various investment strategies and program structures.

Kamalu Kaluhiokalani is a Series 66-licensed financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial and First Hawaiian Bank, where he serves as a Wealth Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Lisa Shishido is a financial advisor with Ameriprise in Kailua, HI, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its predecessor firms since 2004. Outside of her advisory role, she serves on the board of directors for Hui Makaala, acts as treasurer for the Keauhou Place Association of Unit Owners, and volunteers teaching children at New Hope Windward's Kid Zone Program. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering a range of advisory, brokerage, and insurance solutions through affiliated entities. The firm’s retirement income service uses a combination of research, modeling, and tax-efficiency analysis to deliver written recommendation reports in partnership with financial advisors.

Jose Herrera is a financial advisor with Charles Schwab in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at USAA Investment Services Company and USAA Life Insurance Company. Outside of advising, he maintains a small number of residential rental properties managed by a property manager. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset portfolios and centralized custody and order-routing services.

Michael Horton is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Hawaii State Federal Credit Union, Raymond James Financial Services, and First Hawaiian Bank. Outside of his advisory roles, he was involved with Windward Football Club for two years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Michael Bruggemann is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Advisors Inc., SagePoint Financial, and Lrc, Inc. He serves on the Board of Directors for the Financial Planning Association of Hawaii and is involved as Treasurer and a member of the Continuing Education Advisory Committee, as well as a Board Governor for the Pacific Club in Honolulu. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

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.

Mei Li Lee is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with MassMutual and its affiliates since 2016, including MetLife Securities from 2015 to 2017. In addition to her advisory role, she is an independent insurance agent specializing in life, accident, health, dental, group disability income, long-term care, and Medicare-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools and offers specialized planning programs such as divorce and estate-settlement planning.

Angela Bailey is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019. Prior to that, her career includes a role at the University of Georgia Botanical Gardens and time spent away from the workforce. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.