Clark Dorman is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and having 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 1985. Outside of his advisory role, he provides pro bono financial planning services through the Foundation for Financial Planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service includes a written Recommendation Report and ongoing advice, developed using proprietary research, third-party data, and algorithmic tools.

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®-certified financial advisor with 26 years of industry experience. She is currently with Cetera and has previously worked for Bankoh Investment Services, Inc for 24 years. Farias is based in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and affiliations.

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.

Alice Kang is a CFP® professional with eight years of industry experience, currently affiliated with Morgan Stanley in Honolulu, HI. Her prior work includes five years with Edward Jones and six years at Bank of Hawaii. Outside of financial advising, she has been involved in yoga instruction at Power Yoga Hawaii since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Steven Cleveland II is a financial advisor with Cetera based in Honolulu, HI. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at American Savings Bank and has experience in the hospitality and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides multiple program options featuring both affiliated and third-party investment managers.

Wesley Yamamoto is a CFP® with 30 years of industry experience, currently advising at Raymond James & Associates since 2017. Prior to this, he spent seven years at UBS Financial Services Inc. He serves as Treasurer on the board of Kapiolani Banyan, where he also holds a director role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by firm research and sub-advisers.

Reyn Wicklund is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with SCF Investment Advisors, SCF Securities, and his own CPA firm, Reuben Wickland CPA, Inc. He is involved in tax preparation and accounting through his business, Wicklund CPA dba Wicklund Financial Services. 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, including model portfolios, third-party asset management access, and institutional platforms.

Austin Dante is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018. His prior experience includes roles at the County of Hawaii Parks and Recreation and Kamaaina Comfort Foods of Hawaii. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-based financial planning agreements.

Bee Bee Au is a financial advisor with Raymond James Financial Services Advisors, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has worked with First Hawaiian Advisors and First Hawaiian Bank since 2015, providing financial advice and retirement planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm employs tailored, non-discretionary investment consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Ken Kondo is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has been with Ameriprise since 2007. Kondo serves on the board of directors for the Mary Savio Medical Plaza in Aiea, HI. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Timothy Geary is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at several firms, such as Summit Financial Group and Equitable Advisors, and he currently serves as an agent at United Financial Freedom, assisting clients with debt elimination strategies. Geary is also a notary public and an independent life insurance agent. Cetera Investment Advisers LLC is a national SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that supports various investment strategies and program structures.

Elmer Nakao is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2017. His prior roles include positions at Occidental Underwriters of Hawaii, The Ritz-Carlton Kapalua, and Halekulani Corporation. Nakao serves as a board director for the Nishimachi Foundation, an educational nonprofit organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party platforms.

Jordan Matsumoto is a Senior Financial Advisor with The Hochuli Group at Merrill Lynch Wealth Management. He has been with the team since 2016, initially joining as an intern after graduating from the University of Hawaii at Manoa with a BA in Finance. His primary responsibilities include service strategy, organizing educational forums and events, and supporting clients with account setup and maintenance, as well as assisting with banking needs through Bank of America, N.A. Jordan's areas of focus include education planning, family wealth management strategies, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. He works with affluent families, corporate executives, and business owners, collaborating closely with clients' attorneys and tax advisors to coordinate comprehensive financial planning. The team follows a proprietary strategy to analyze goals and risk tolerance, managing wealth through diversified investments. In addition to his professional role, Jordan is involved in community service efforts aimed at raising awareness of economics, business, finance, and investment among Hawaii's young people. He volunteers through civic and community forums, schools, and organizations. Jordan holds the Personal Investment Advisor (PIA) designation and is fluent in both Japanese and English. Outside of work, he enjoys basketball, golfing, hiking, and spending time with his family.

Evans Taylor is a CFP® and ChFC® with 35 years of industry experience, currently advising at Ameriprise Financial Services LLC. His prior experience includes roles at Cetera Wealth Services, Cetera, and AllState Insurance Company. In addition to his advisory work, he operates a financial planning and investment advice business, Latitude Wealth Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Thomas Mark is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in Honolulu, HI. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendation reports that address income, Social Security, and tax strategies, supported by a centralized consulting team and algorithmic tools.

Michael Martinez is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at P&J Family Services, MAPJ SALES LLC, PFS Investments Inc., PHNSY, Honeywell International Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven recommendations managed by unaffiliated asset managers.