Susan Morikawa is a financial advisor with UBS Financial Services in Honolulu, HI, holding the Series 66 designation and bringing seven years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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 with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with a brief tenure at Morgan Stanley from 2018 to 2019. Outside of her advisory role, she serves as a notary public. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Miki Ohashi is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Thrivent Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, providing advisory services without individual security recommendations in standalone planning offerings.

Daniel Coda is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and National Planning Corporation. Outside of his advisory role, he officiates college, high school, and recreational basketball and sporting events. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and automated rebalancing.

Bryan Fleming is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing for a total of 15 years across two periods. Fleming is based in Honolulu, HI. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Tadahiro Meya is a Certified Financial Planner (CFP®) with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at the Department of Education Hawaii at Moanalua High School for three years. He also conducted a one-time per diem engagement with Punahou School in Honolulu. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Curtis Lau is a financial advisor with Merrill, holding a Series 63 designation and over 42 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America, N.A. since 2011. Outside of his advisory role, he has a limited involvement with an entity named Grand Welcome. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Leslie Hidaka is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory and financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides tailored financial plans primarily in an advisory capacity.

Jason Shimoda is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively, and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support client financial plans.

John Jovanovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at National Planning Corporation, OSAIC Services, Inc., and Janell A. Israel and Associates Ltd. Outside of his advisory role, he is involved with Pacific Financial Navigators, an accounting and tax preparation 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 and model portfolio programs, supported by technology and a large network of investment adviser representatives.

David Hirokane is a financial advisor with Ameriprise in Kailua, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored Recommendation Reports that address income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools to generate and review recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Eugene Saulibio is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at NEXT Financial Group, Inc. for 16 years and has a background in insurance brokerage spanning over two decades. Outside of advising, he is involved in tax preparation and accounting through Agape Tax Management. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using both discretionary and non-discretionary strategies.

Michael Hatchell is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as treasurer for a vacation rental association in Hauula, HI. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies and access to third-party money managers.

Jesse Wilson is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he serves on the Board of Directors for Family Promise of Hawaii. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered through a centralized consulting team.