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.

Tetsuko Ho is a financial advisor at Cetera with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Avantax Investment Services, Inc. for 27 years. Outside of advising, she serves as President of Tetsuko S. H, CPA, Inc., where she is involved in tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors, utilizing multiple program structures and both affiliated and third-party investment managers.

Ani Hakobyan is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2021, Ani was self-employed for one year and spent eleven years at HSBC Bank Armenia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Ark is a Series 66–licensed financial advisor at Stifel with 15 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he serves on the board of directors for the Association of Apartment Owners of Dowsett Point condominium in Honolulu. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and allocation, supporting client decision-making through planning and model portfolios.

Leo Kauhini is a CFP® and ChFC® credentialed financial advisor with 21 years of industry experience. He is currently with LPL Financial and previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Kauhini is based in Honolulu, HI. 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 financial planning and investment management services through a large network of advisors, employing diverse strategies including model portfolios, direct indexing, and alternative exposures.

Clark Dorman is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and over 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 1985. Dorman is involved with the Foundation for Financial Planning, where he provides pro bono financial planning services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Ryan Inouye is a financial advisor with LPL Financial based in Honolulu, HI. He holds a Series 66 designation and has under one year of industry experience. His prior work includes roles at Central Pacific Bank and various positions in education and service industries. 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 and model portfolio programs, and supports advisors with research and technology tools while overseeing over $819 billion in discretionary assets.

John Fay is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding what matters most to his clients and helping develop strategies to pursue their short-, mid-, and long-term financial goals. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. John holds a Bachelor's Degree from the University of South Carolina. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). As a Merrill Financial Advisor, he provides ongoing advice and guidance as clients' needs evolve and can connect clients to specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, John enjoys activities such as basketball, boating, fishing, football, golfing, hiking, skiing, surfing, traveling, and spending time with his family.

Andrea Chen is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previously worked in education at Mililani High School, the Department of Education, and Dayton STEM School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Roselyn Antonio is a Series 66–licensed financial advisor with LPL Financial in Honolulu, Hawaii, with seven years of industry experience. She previously worked for Ameriprise Financial Services for 14 years and has been a coach at Mililani High School since 1997. In addition, she holds a notary public role outside of her advisory work. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Yoko Farias is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cetera since 2025. Prior to this, she has been with Bankoh Investment Services, Inc. since 2001. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Randy Yamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding CFP® and ChFC® designations and over 48 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors and Mony Securities Corporation. Yamada serves as a trustee of the Jack and Elsie Hirai family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.