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 with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions with the County of Hawaii Parks and Recreation and Kamaaina Comfort Foods of Hawaii. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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 who holds Series 63 and Series 65 licenses and has 41 years of industry experience. His career includes roles at multiple firms such as Summit Financial Group and Hawaii Financial Advisors, where he has been involved for over a decade. In addition to his advisory work, Geary is a notary public and works as an agent assisting clients with debt elimination. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of investment programs and portfolio management options, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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 65 and Series 63 credentials and six years of industry experience. His work history includes roles at P&J Family Services, MAPJ SALES LLC, PFS Investments Inc., and Honeywell International Inc. since 2016. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-based investment strategies supported by third-party managers and custodians.

Eric Kuwaye is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wedbush Morgan Securities Inc. for 29 years before joining Edward Jones in 2023. Based in Honolulu, HI, his career spans nearly four decades in financial services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Chris Kaminaka is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 66 credentials and has 21 years of industry experience. His prior work includes roles at Cuna Mutual Group, Cuna Brokerage Services, Inc., and Bancwest Investment Services, Inc. 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 portfolios, third-party asset management, and institutional platforms, with advisers implementing strategies through various discretionary and non-discretionary approaches.

Sarah Jane Velasquez is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns several rental properties in Manila, Philippines, and Kaneohe, Hawaii. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Maria Anton is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been with LPL Financial since 2003 and previously worked at Equitable Advisors from 2000 to 2003. Outside of her advisory role, she writes fixed insurance, long-term care, and disability insurance business as a licensed life agent. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

David Nako is a financial advisor at Edward Jones with 31 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 1994. Outside of his advisory work, he serves as a trustee for the Rotary Club of Honolulu Foundation. 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 supported by a large network of financial advisors and branch offices nationwide.

Derrick Nguyen is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. Before joining OSAIC in 2025, he worked at Lincoln Financial Advisors for 11 years. He is also licensed as an insurance agent, offering various insurance products including accident/health, disability, fixed/indexed annuities, long-term care, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using firm-provided tools and automated processes to construct diversified portfolios on discretionary and non-discretionary bases.

Brandi Bounds is a Series 66 licensed financial advisor with Edward Jones in Honolulu, HI, where she has worked since 2017. She has eight years of industry experience and previously worked at Appalachian State University and Mountain Jewelers. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers various advisory programs and maintains affiliated capabilities including a trust company and proprietary mutual funds.