James Soong is a financial advisor with LPL Enterprise in Honolulu, HI, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Axa Advisors, LLC, and Colonial Life. Outside of his advisory work, he is employed in sales at Tala Secure, Inc. in Mountain View, CA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to asset managers and TAMPs, and insurance product facilitation through affiliated entities.

Michelyn Koseki is a Series 66-licensed financial advisor with UBS Financial Services Inc. in Honolulu, Hawaii, bringing 18 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lisl Sonomura is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for four years and Merrill Lynch Pierce Fenner & Smith Inc for 18 years. Based in Honolulu, HI, she is also a sole proprietor of a rental property business outside of her advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across multiple program platforms and investment strategies.

Peter Ehrman is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 such as Secular Return Estimates and Monte Carlo simulations to support its planning process.

Kelii Kiakona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, he worked at Wells Fargo Advisors LLC for seven years and Prudential Equity Group, LLC for four years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and offers a broad range of brokerage and advisory solutions.

Jennifer Chalaire is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 23 years of industry experience, including prior roles at Pacific Financial Partners, Royal Alliance Associates, and Jhfn Sii. Outside of her advisory work, she volunteers with CLIMBHI, a nonprofit organization based in Honolulu. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals and provides access to both proprietary and third-party model strategies across multiple platform arrangements.

Paul Shoji is a financial advisor with Cetera in Mililani, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Edward Jones and spent ten years at Bank of Hawaii. Outside of advising, he owns rental property in Honolulu. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Paul Berardo is a Series 66-registered financial advisor with Edward Jones, based in Ewa Beach, HI. He has 17 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Simon Wilford is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Honolulu. He joined the firm in 2001 after an extensive career in the financial industry that began in the mid-1980s. Simon initially worked as a country stock and options broker for Wilshere Baldwin & Co. in the UK, which later became part of London merchant bank Brown Shipley. Prior to relocating to the United States, he spent several years in Hong Kong and Japan serving as a money broker specializing in equity OTC derivatives, interest rate swaps, and options for two leading inter-dealer broker firms, where he managed the trading desks. Simon assists high net worth clients in developing investment structures and achieving their financial goals through diversified asset allocation. His areas of expertise include alternative investments, particularly private equity. As a Portfolio Manager, he offers discretionary management of personalized strategies that may integrate individual securities, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches. Simon holds the Personal Investment Advisor (PIA) designation and earned his high school diploma at Uppingham in England, where he also held leadership roles and competed in multiple sports. Having lived across Europe, Asia, and the Americas, Simon currently resides in Honolulu, Hawaii, with his wife, two daughters, and their dogs. Outside of his professional work, he pursues personal interests such as boating, scuba diving, skiing, and surfing.

Andrei Ichinose is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Morgan Stanley, Bankoh Investment Services, and Cetera Investment Services. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large national network of advisors and offices.

Carissa Chang is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she has worked in various capacities including as a Service Specialist and at First Hawaiian Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers non-discretionary, tailored investment consulting using risk profiling and analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Kimberly Torralva is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting services through a range of portfolio management styles, supported by affiliated research and sub-advisers, and offers municipal advisory services along with market-making and execution roles in municipal and government bonds.

Anna Kim is a financial advisor with Equitable Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She has worked at Equitable Advisors since 2000, with additional experience at OSAIC and Jhfn Sii. Outside of her advisory role, she serves as a trustee for personal and family trusts and is a senior partner at Hamada/Kim Financial LLC, an independent fixed insurance business. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Brian Fu is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes over seven years at Wells Fargo Advisors LLC and a long tenure with Connecticut Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Diane Furubayashi is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as co-trustee and personal representative for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Liane Blake serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, she has provided customized service support to clients and delivered internal services to the advisor team. She contributes to managing investments to help clients pursue their desired retirement lifestyles. Liane holds a Master’s Degree and a Bachelor’s Degree from San Francisco State University. Her professional credentials include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of her professional role, Liane’s personal interests include horseback riding, reading, traveling, and practicing yoga.

Serry Shao is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2003. In addition to his advisory role, Shao is an author and blogger, spending time on these activities monthly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, combining scale with multiple financial offerings beyond advisory services.

Kimberli Lo is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Morgan Stanley and has previously worked at Bankoh Investment Services, Inc. Lo is based in Honolulu, HI. Outside of her advisory work, she is involved in managing rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and an array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with its Global Investment Committee’s market insights.

Kevin Hoshino is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients’ long-term goals, focusing on areas such as corporate executive services, divorce transition planning, institutional investment consulting, and philanthropic planning. His approach integrates investment insights from Merrill with the banking and lending capabilities of Bank of America to provide comprehensive wealth management solutions. Prior to his current role, Kevin served as a Merrill Director of Institutional Equity Sales and Trading in New York and San Francisco, and he was a Member and Floor Broker on the New York Stock Exchange. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin earned his bachelor's degree from Colgate University. Kevin is committed to community involvement, following Merrill’s tradition of service, and volunteers with local organizations. His personal interests include cooking, golfing, music, running, swimming, traveling, and yoga.

Barbara Fukushima is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 40 years of experience to her role. She is also a qualified Portfolio Manager who provides personalized financial advice and discretionary portfolio management using proprietary strategies. Barbara focuses on working closely with clients to develop investment portfolios tailored to their unique financial goals and risk tolerance. A lifelong resident of Hawaii, Barbara began her career as a CPA after earning a Bachelor's Degree from the University of Hawaii and pursuing graduate work in Oregon. She joined Merrill in 1986 and currently works alongside her son and partner, Dennis Fukushima, Jr. Barbara holds the Personal Investment Advisor (PIA) designation. Barbara emphasizes ongoing professional development and dedicates much of her time outside of work to studying portfolio construction and management. She also participates in community volunteering activities.