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.

William Krzesinski is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he is the owner of WMK Capital Management, where he acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.

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.

Kelley Tom is a CFP®-certified financial advisor with 16 years of industry experience, currently practicing at OSAIC since 2019. Prior to joining OSAIC, Tom worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, Tom serves as CFO of Summit Financial Advisors, a team of advisors providing comprehensive financial planning in Honolulu. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing firm-provided tools and third-party managers to construct tailored portfolios using a wide range of investment vehicles.

Keith Kawamoto is a financial advisor with UBS Financial Services in Honolulu, HI, holding the Series 66 designation and bringing 26 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Kristy Nishida is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2017. Her prior experience includes roles at Thirty-One Gifts and Bancwest Investment Services, along with a longstanding association with First Hawaiian Bank since 2006. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and models, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Karen Mc Connelee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Morgan Stanley. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with a network of over 14,000 financial advisors.

Anna Kupper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at several firms including U.S. Bancorp Investments and Aya Wealth Management. Anna is the owner of Violet Financial, a financial services business. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Matthew Kagawa is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Signator Investors, Inc., and Occidental Underwriters of Hawaii, Ltd. Kagawa serves as president and director of several corporations and is president and COO of Occidental Underwriters of Hawaii, where he oversees business operations and supports various insurance product sales and marketing. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Cara Kagawa is a financial advisor with Osaic Wealth, Inc. in Honolulu, HI, holding a Series 66 designation and five years of industry experience. She has held multiple roles within Osaic and affiliated firms since 2016, including supervisory and director positions at Occidental Underwriters of Hawaii. Outside of her advisory work, Kagawa operates a sole proprietorship selling secondhand clothing and accessories through various online platforms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided asset allocation tools and access to third-party money managers.