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.

James Robinson is a financial advisor with Edward Jones in Honolulu, HI, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Facet, Charles Schwab & Co., Inc., USAA Financial Advisors, and Wells Fargo. Outside of his advisory career, Robinson works as a process server in Seattle, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Stanford Lee is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, executives, medical professionals, and business owners to develop personalized financial strategies that support their goals. His approach is disciplined and goals-based, focusing on understanding clients' priorities to build, preserve, and transfer wealth. Lee's expertise includes college education planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and individual and corporate investment strategy. He leverages Merrill's broad range of resources, including retirement planning, tax-efficient wealth strategies, alternative investments, education funding, and lending solutions through Bank of America, N.A., to assist clients. He holds a Bachelor's Degree from the University of Hawaii System and holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Lee enjoys adventure sports, cooking, golfing, spending time with his family, and traveling.

Lance Miyahira is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Valic Financial Advisors. Miyahira is associated with Island Wealth Management, a DBA for his LPL business, and is involved with Masami LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisor-facing tools and a broad network of advisors.

Albert Piena is a financial advisor with Cetera who holds Series 66 and Series 63 licenses and has 20 years of industry experience. He has been with Bankoh Investment Services, Inc. since 2008 and joined Cetera Investment Advisors and Cetera Investment Services LLC in 2025 and 2026, respectively. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform that allows advisors to implement a variety of investment strategies under discretionary and non-discretionary authorities.

Anna Massey is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she held roles in various sectors including political organizations and hospitality. Outside of her advisory work, she is involved in managing operations at Assagio Kailua, an Italian restaurant in Kailua, HI. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and alternative investments.

Karen Handy is a financial advisor with Merrill in Honolulu, HI, holding a Series 66 designation and 26 years of industry experience. She has been associated with Merrill Lynch since 1999 and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark McKeague is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2010, following three years at Principal Financial Services. Outside of his advisory role, he is involved in private wealth planning through McKeague & Haley, Inc. and also works as an insurance agent. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of investment strategies and technology tools while overseeing significant discretionary assets across its extensive advisor network.

Chase Santos is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held various roles including positions at the University of Hawaii at Manoa and Kalani High School. Outside of advising, he is involved with Diamond Head Memorial Park in Honolulu, where he performs administrative and sales duties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored solutions and inclusion of insurance-related investment options.

Bernardo Equila Liu is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he spent ten years at Bank of Hawaii. He is the Nex Gen Director for FPA Hawaii, focusing on fostering inclusive communities and supporting the development of the next generation of CFP® professionals. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Steven Yun is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with First Hawaiian Bank since 2013, where he serves as a Senior Wealth Advisor. In addition to his financial advisory roles, Yun is a partner in two Subway franchise businesses in Hawaii, although he is not involved in their day-to-day operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and supports its services with advanced analytical tools and specialized programs, such as municipal advisory and SIMPLE IRA employer consulting.

Jason Fong is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc., Da Hawaiian Poke Company, and DoubleTree by Hilton. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools.