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.

Dexter Aoki is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he serves as president and third vice president of the Mana Loa Nimitz Lions Club, a community service organization in Hawaii. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment types.

Thomas Cook is a financial advisor with Stifel in Honolulu, HI, holding a Series 66 designation and 17 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Blakeley is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and six years of industry experience. His prior roles include four years at Bank of Hawaii before joining Morgan Stanley and its affiliated entities in 2019. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized investment and planning resources.

Susan Morikawa is a Series 66 licensed financial advisor with UBS Financial Services, based in Honolulu, HI. She has seven years of industry experience, including ten years with UBS and four years previously at Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management.

Daniel Matsumura is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles in education at Katy Independent School District and St John XXIII College Preparatory, and worked as a self-employed professional. 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 approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors.

Bethany Thiesfeldt is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked at Target Stores for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Jennifer Kuanoni is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Morgan Stanley during her career. Outside of her advisory role, she serves as a notary public in Honolulu, HI. 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 inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lane Nagano is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Lane focuses on connecting clients to the people, plans, and processes that align with their unique financial ambitions. Lane’s expertise includes planning for education funding, retirement lifestyles, potential health care costs, and creating personalized strategies aimed at achieving families’ long-term goals. Holding professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), Lane applies a comprehensive approach that integrates various aspects of clients’ financial lives. Lane earned a bachelor’s degree from the University of Hawaii System. The guiding philosophy is to bring simplicity and transparency to wealth planning, helping clients manage and pursue the goals that matter most to them.

Lyly Obayashi is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Royal Alliance Associates, Signator Investors, LPL Financial, and MSI Financial Services. Obayashi also operates as an independent insurance agent under Wealth Managing Partners. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals. The firm offers a variety of investment solutions, combining proprietary model strategies and access to third-party managers across multiple custody platforms.

Patrick Tantoco is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, MSI Financial Services, Inc, and Independent Financial Group. Outside of his advisory role, he is involved in entrepreneurial activities including founding Hawaii Cube, a partnership focused on internet marketing, and serving as president of Aloha Infrared, a company established for infrared thermography inspections. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Ross Shimokawa is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, Shimokawa serves as president of the Kalani Falcons Band Boosters and as a director-at-large for ’Ahahui Koa Anuenue. Ameriprise offers retirement income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, emphasizing Ameriprise-managed accounts and algorithmic support in its advisory process.