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 with Cetera, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has previously worked at LPL Financial and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as treasurer for a vacation rental association in Hauula, Hawaii. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options 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.

Audrey Yukimura Silva is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, HI, beginning in 2024. Prior to joining Morgan Stanley, she has been involved in various photography and hospitality roles, including owning Audrey May Photography LLC and working with Karma Hill Photography Maui Wedding Group Inc. She continues to operate her photography business alongside her advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Mika Geringer is a financial advisor at Morgan Stanley with a Series 66 license and six years of industry experience. She has worked at Morgan Stanley in various capacities since 2016 and has prior experience with Fendi and Planet Blue. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Gavin Tanioka is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes roles at Raymond James Financial Services, Morgan Stanley, and Central Pacific Bank, where he currently serves alongside his LPL position. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

Chang Li is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Merrill, Bank of America, Charles Schwab, Scottrade, and Wind Information Hong Kong. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of model portfolios and third-party managers through a multi-manager platform.

Karen Yasukawa is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her previous firms include UBS Financial Services, where she worked for 10 years. Outside of advising, she serves as a committee member for the nonprofit Legacy of Life, involved in budget and investment reviews. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Kalen Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Shawn Hamada and OSAIC, and he serves on the board of Nakata Electrical, Inc., an electrical contracting company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Mitchell Chong is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously with First Insurance Company of Hawaii, Royal Alliance, Ronald A. Ota & Associates, and Sugiki Portis Eye Center. OSAIC Wealth, Inc. serves a broad mix 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, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and both discretionary and non-discretionary account management.

Donna Kakazu is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2004 and has also held positions at the Department of Education since 2007. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and employs an operational model that includes independent due diligence and delegated trading through BNY Mellon Advisors.

Scott Butera is a financial advisor with UBS Financial Services in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 2010. Outside of advisory work, he manages Positive Living LLC, a motivational website and related media business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans aligned with clients’ goals and risk tolerances.

Gareth Kaneshiro is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc. and Bankoh Investment Services, Inc. prior to joining Edward Jones in 2020. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Jeffrey Ling is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 19 years of industry experience. He has worked at MML Investors Services Inc. and MassMutual Life Insurance since 2006. Outside of advising, he serves as a notary public and holds an insurance agent position. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Kelly Shota is a CFP® and ChFC® professional with 25 years of experience in the financial services industry. She currently works at Morgan Stanley in Honolulu, HI, having previously spent 11 years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Manuel Dayao Jr. is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and 45 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors. Outside of his advisory work, he is a photographer specializing in weddings and events and volunteers with the Honolulu Zoo and Honolulu Boy Choir. He also serves as the golf coordinator for the University of Hawaii Alumni Association, organizing golf outings several times a year. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Lori Ann Shizuko Nishimura is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley before joining UBS in 2014. She serves as President and a member of the Board of Directors for the Kapahulu Center in Honolulu, an organization focused on community support and independence. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings delivered by a network of financial advisors.