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.

Dongam Jeong is a Series 66 designated advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Jeong worked at Group 70 and held academic positions at the University of Hawaii at Manoa and Kansas State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Shirakata is a financial advisor with OSAIC in Honolulu, HI, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining OSAIC in 2017, he worked at Signator Investors, Inc. from 2016 to 2017. Outside of advisory services, he is involved in fixed insurance sales through his ownership of MARK SHIRAKATA, LLC and participates in gym operations with HI Performance Fitness, LLC. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to third-party investment platforms.

Samuel Acosta is a financial advisor with Primerica Advisors in Kapolei, HI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment services.

Lynnette Fukuda is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She has worked at LPL Financial since 2016, with prior roles at Commonwealth Financial Network and VSR Financial Services. Lynnette is also a notary public in the State of Hawaii. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, supporting advisors with research and operational tools.

Manuela Reece is a financial advisor at Morgan Stanley in Honolulu, HI, with four years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BTIG LLC and Northwestern Mutual Investment Services LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ulrich Frowein is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2011 and holds a Series 66 designation. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advice supported by proprietary research and model-based asset allocations.

Daniel Desouza is a CFA charterholder and holds Series 63 and 66 licenses, with eight years of industry experience. He is currently a financial advisor at Morgan Stanley in Honolulu, Hawaii, where he has worked since 2021. Prior to joining Morgan Stanley, he held positions at Cetera, American Savings Bank, and Medina Singh Partners. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support its financial planning process.

Jensen Kono is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the Finance Committee and Stewardship Team at GracePoint Church in Mililani, Hawaii. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Chintana Griffin is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Lincoln Financial Advisors, Mutual of Omaha, Park Avenue Securities, and Guardian Life Insurance Company of America. She also conducts non-variable insurance and annuity sales as an insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Jeanie Sung is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and 25 years of industry experience. Her prior roles include positions at Valic Financial Advisors, UBS Financial Services, and Morgan Stanley DW Inc. Outside of advisory work, she serves as a certified educator presenter for National Benefit Services, working with public and charter schools in Hawaii. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supporting advisors with advanced research and operational tools.

Ellen Nielson is a financial advisor with Cetera, holding a Series 66 designation and with seven years of industry experience. She has worked at Cetera and American Savings Bank since 2014. Nielson serves as a board member of the Halla Huhm Korean Dance Studio. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various investment programs, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Chad Takanishi is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include work at Signator Investors, Inc., and ongoing activities at Mark Shirakata, LLC, where he assists with life and health insurance sales. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms and managed-account solutions.

Michael Taylor is a ChFC® credentialed financial advisor at Raymond James Financial with 55 years of industry experience. He has held roles at BancWest Investment Services, First Hawaiian Bank, and Sage Settlements. Taylor is involved in managing insurance and non-qualified employee benefits through First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work alongside advisory programs for a diverse client base.