Rose Lakalaka is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. She has worked at Equitable Advisors since 2017 and previously at AXA Advisors LLC. Outside of her advisory role, she is involved in the modeling and acting industry through the Kathy Muller Talent and Modeling Agency. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models, including third-party and proprietary solutions, and offers ERISA fiduciary services to qualified plans.

Rie Shoji is a CFP®-certified financial advisor with 15 years of industry experience, currently with Charles Schwab in Honolulu, HI. Her prior experience includes roles at Ameriprise, Cetera Investment, LPL, and American Savings Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by Schwab’s Center for Financial Research.

Sandra Smiley is a financial advisor with Ameriprise in Kaneohe, HI, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets held in Ameriprise Managed Accounts.

Karli Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions with Pacific Financial Partners LLC and Royal Alliance Associates, INC. She serves as a board member for Nakata Electrical Inc., a non-investment related role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations, utilizing a range of third-party advisory programs and discretionary management models.

Rhodora Pagay is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2016. Based in Honolulu, HI, she currently serves clients through Ameriprise’s institutional platform. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Tanya Tarampi is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 registrations and has prior experience with firms including Raymond James Financial Services and BancWest Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Ka is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Heather Moir Dangler is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 35 years of industry experience, including roles at Cambridge Investment Research Advisors since 2014 and New England Securities since 1990. Outside of her advisory work, she is an author of a published book focused on work-life balance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Reese Kisaba is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Kisaba worked at the University of Hawaii Office of Admissions and the University of Hawaii at Manoa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on sustainable income and tax-aware withdrawal strategies.

Kenta Wakui is a financial advisor at Equitable Advisors with Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Wakui held various roles including positions in education at Temple University Japan and the British School of Tokyo. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of in-house programs and third-party asset managers to deliver customized investment solutions.

Anh Brow is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2016. With over 30 years of experience in the financial services industry, Anh specializes in developing tailored financial strategies for individuals, families, and businesses. Her areas of focus include college education planning, divorce transition planning, personal retirement planning, tax minimization, and investment strategy for both individuals and corporations. She also provides services for endowments, foundations, and non-profit organizations. Anh holds a bachelor’s degree in business administration, concentrating in economics and Chinese studies, and an MBA in finance, both from the University of Maryland. She possesses the Personal Investment Advisor (PIA) designation and is fluent in Vietnamese, French, English, and Chinese. Anh has a global perspective, having lived, studied, and worked in multiple countries including Vietnam, India, France, Russia, China, and Hong Kong. In addition to her professional commitments, Anh is actively involved in the Hawaii community. She serves on the boards of several non-profit organizations, including the Vietnamese-American Chamber of Commerce of Hawaii (where she is president), the Chinese Chamber of Commerce of Hawaii (past president and emeritus board member), the Daniel K. Inouye Asia-Pacific Center for Security Studies Foundation, the Filipino Community Center of Hawaii, the Hawaii Pacific Export Council, and the Japan-America Society of Hawaii. Her community work reflects her dedication to supporting ethnic organizations and giving back locally.

Scott Matsumoto is a financial advisor with LPL Financial in Honolulu, HI, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He previously worked for Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2009 to 2024. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by proprietary research and technology tools.

Michael Yee is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in real estate management through ownership of 11th Floor LLC in Honolulu. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Jensen Vinca is a financial advisor at Ameriprise Financial Services LLC with a Series 66 credential and no prior industry experience. He previously owned Jensen Vinca LLC and worked in media-related roles at Jubilee Media and Stampede Studios. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning advice through a written Recommendation Report and ongoing guidance.

Ryan Kamemoto is a financial advisor with OSAIC in Honolulu, HI, holding a Series 66 designation and 17 years of industry experience. He has worked at Osaic Wealth Inc since 2023 and previously at Royal Alliance Associates and Signator Investors, Inc. He is also president of Kamemoto Financial Group, which provides life insurance and long-term care products through Occidental Underwriters of Hawaii. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and diversified portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Samantha Halim is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Her prior roles include positions in education at several international and American schools. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Sheryl Kozuma is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has been with Primerica Financial Services and its affiliated advisory firm since 2000. Outside of her advisory role, she is involved in business activities including referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Nathan Domingo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2014 and was previously with Primerica Financial Services starting in 2012. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies largely on model-delivery strategies created by third-party asset managers and operates on a scale of approximately 3,698 advisors and $15.5 billion in assets under management.

Roy Kobatake is a financial professional with 38 years of industry experience currently affiliated with Cetera. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include long tenures at Securian Financial Services Inc. and Minnesota Life, and he has operated a financial services business under Tax & Financial Group since 1993. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Racquel Nakata is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 66 designation and has previously worked at First Hawaiian Bank and Forward Realty. Nakata is a member of the Financial Planning Association. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party advisory platforms.