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.

Gregg Matsuura is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James in 2017. Outside of finance, he holds a commercial fishing license in Hawaii, engaged in catching and selling bottom fish. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning, investment consulting, and municipal advisory services.

Sandra Mew McRoberts is a CFP® with 43 years of industry experience. She has been affiliated with OSAIC since 1997 and operates McRoberts & Associates as a tax preparer and consultant. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services along with retirement plan consulting and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Hui Mei Shi is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, with prior roles at Prada and David Yurman. Outside of her advisory work, she is co-owner of a family rental property in Honolulu. Merrill, along 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Mark Watanabe is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Watanabe has interests in managing rental property outside his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Ryan Kono is a financial advisor with Equitable Advisors, holding a Series 66 license and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he held positions at Sky Waikiki and the University of Hawaii. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Allexys Yamasaki is a financial advisor with Ameriprise based in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. Prior to Ameriprise, Yamasaki worked at Barnes and Noble and DSW, and attended Creighton University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Bryce Miyamoto is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with Bankoh Investment Services, Inc. for 11 years prior to his current role at Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Brysen Sumida Lee is a financial advisor at Cetera in Honolulu, HI, holding a Series 66 designation with less than one year of experience. Prior to joining Cetera, Lee worked at Bank of Hawaii, Hawaii State Federal Credit Union, Pacific Guardian Life, and First Hawaiian Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting strategies from automated allocations to bespoke solutions.

Regan Ching is a Series 66 licensed financial advisor with Wells Fargo Clearing in Honolulu, HI, holding 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.