Kevin Tang is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2015, following prior roles at VSR Financial Services and Equitable Advisors. Outside of his advisory role, he is involved in fixed life insurance and annuities, as well as long-term care and disability insurance activities in Honolulu. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Taylor Mc Clafferty is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and First Hawaiian Bank prior to his current role. Charles Schwab serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Jamie Lumsden is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2025, Jamie worked for Lincoln Financial Advisors from 2014 to 2025. He also acts as an insurance agent offering accident and health insurance, disability insurance, equity-indexed annuities, fixed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios across a wide range of investment types.

Joel Mark is a CFP® professional with 19 years of experience in the financial services industry. He has been with Ameriprise since 2006, currently serving as an advisor in Honolulu, HI. His credentials include the Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and tax analysis to support client planning.

Brian Iha is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Christopher Maxwell is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. 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 notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Zaine Gushiken is a financial advisor at Raymond James Financial in Honolulu, HI, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he was associated with First Hawaiian Advisors, First Hawaiian Bank, and Hawaiiana Management Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charities. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brian Kawano is a financial advisor with LPL Financial based in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors Inc, and Selective Sales and Service. 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 and access to model portfolio programs, third-party asset management, and institutional platforms.

Sandra Yorong is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with Ameriprise in various capacities since 2005. Outside of her advisory role, she is the owner of a holding company for a published book and operates a retail business in Waipahu, Hawaii. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jon Tsukamoto is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Tsukamoto serves on the boards of the Honolulu Japanese Chamber of Commerce and the Waialae Country Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Richanne Lam is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves on the Investment Committee of the American Heart Association and holds a vice president/treasurer position at LGT, Ltd., a real estate company in Honolulu. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and employs various investment strategies, including the use of Monte Carlo simulations for outcome modeling.

Alexander Rodriguez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Alexander completed his high school education at Fairfax High School and attended the University of Montana System without obtaining a degree.

Kyle Yoneshige is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for University Health Partners of Hawaii, a nonprofit organization focused on education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Cole Yamakawa is a CFP® professional with six years of industry experience, currently affiliated with Cetera. His prior roles include positions at J. Uno & Associates, Summit Financial Group, and Hawaii Financial Advisors, where he also served as a financial professional. Yamakawa has experience in life insurance sales as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of advisory services through a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Joseph Almeida Jr. is a financial advisor with Primerica Advisors in Kapolei, HI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Almeida also owns Shego, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Miles Nagato is a financial advisor with LPL Financial in Honolulu, HI, holding Series 65 and Series 63 registrations and having seven years of industry experience. Prior to joining LPL Financial in 2026, he worked for 24 years at Hawaii Electric Light Co. 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 investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alan Tom is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. He is based in Honolulu, Hawaii. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include coordinated financial planning and access to diverse investment offerings.

Supal Vora is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and possessing 23 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advisory work, he serves on the board of the Akshaya Patra Foundation and co-owns Corporate Compass LLC, which provides travel-related services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and a non-discretionary implementation approach within a defined investment universe.

Greg Nakajo is a Series 66–licensed financial advisor at Edward Jones in Honolulu, HI, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Richardson Talavera is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at First Hawaiian Bank and KPMG. Outside of his advisory role, he is involved with All Island Case Management Corporation, which focuses on elder care and healthcare in Honolulu. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and investment research.