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.

Candace Seto is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation, along with Series 63 and Series 66 licenses. She has 34 years of industry experience, including previous roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Additionally, she is an independent insurance agent specializing in disability, life, health, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring engagements as annual, collaborative relationships that focus on goal-based investment strategies.

Ryan Oda is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and having 10 years of industry experience. He has worked at Equitable Advisors since 2016, including experience with Axa-Advisors, LLC from 2016 to 2020. Outside of financial advising, he consults in retail product manufacturing through JRO Enterprises LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on individualized client assessments and fiduciary services for qualified plans.

Xin Lin is a financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, Lin worked at Ameriprise Financial and American Savings Bank. Lin also has a background in education, with several years at the University of Hawaii at Manoa and local schools. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures.

Wyatt Updegraff is a financial advisor at Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Modern Wealth Management and Charles Schwab & Co., Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Reynold Valenciano is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 63 designation and 27 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 23 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jeremy Bader is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked with Cetera and its affiliates since 2017 and was previously with LPL Financial from 2011 to 2017. Bader also has experience with American Savings Bank dating back to 2010. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and a multi-manager platform with access to both affiliated and third-party investment strategies.

Jesse Sheley is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Outside of his advisory role, he is the sole owner of a rental property business in Grand Junction, Colorado. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Cristiana Ercoli is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she held roles at Hugo Boss Retail Inc and Ayming. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jonah Higashiguchi is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His work history includes various positions outside finance, such as roles at P.F. Chang's and DoorDash, as well as involvement with the KAC Youth Basketball League. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.