Ji Mi Kim is a financial advisor at Pasadena Private Wealth, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at SageView Advisory Group and several other firms. Outside of her advisory role, Kim is an art consultant with DeRubeis Fine Art of Metal in Honolulu. Pasadena Private Wealth serves individuals, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm’s investment approach combines fundamental analysis with model-driven portfolios and includes a range of asset classes such as ETFs, mutual funds, individual securities, fixed income, digital assets, and alternative strategies.

David Ahn is a CFP® and Series 65-registered financial advisor with Stadia Financial LLC in Honolulu, HI, where he has worked since 2023. He has two years of industry experience and has been a Professor of Finance at the University of Hawaii since 2008, teaching asynchronous online courses. Stadia Financial primarily serves pooled investment vehicles and institutional clients, as well as trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis to construct diversified portfolios and offers discretionary investment management alongside wealth management and financial planning services.

Skyler Keate is a Series 65-licensed financial advisor with Cadinha & Co LLC in Park City, UT, where he has worked since 2016. He has seven years of industry experience. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a combination of top-down macro, fundamental, and technical analysis through an Investment Committee and offers a variety of labeled strategies, including model portfolio services to third-party platforms.

Hans Medina is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Shiraishi Financial Group Advisors and Cetra Investment Services, LLC. Medina is based in Honolulu, HI. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process called “Advance and Protect,” utilizing a combination of active, passive, and tactical strategies across approximately 70 model portfolios.

Krystal Emge is a financial advisor with Island Wealth Management in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Takemayu, LLC and LPL Financial, as well as Valic Financial Advisors. Emge provides financial planning and consulting services through Takemayu, LLC, an independent investment advisor firm. Island Wealth Management offers financial planning and consulting for individuals, trusts, retirement plans, and businesses. The firm emphasizes a planning-first model with fee-for-service engagements and provides general investment advice without discretionary portfolio management.

Itaat Husain is a financial advisor at Financial Planning Hawaii, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a notary public in Honolulu, HI. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individuals, families, and small businesses nationwide. The firm emphasizes academic investment frameworks such as Modern Portfolio Theory and typically favors passive core equity allocations alongside fixed-income laddering strategies.

Laurey Shibuya is a financial advisor with Financial Planning Hawaii, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc. and J.W. Cole Advisors, Inc., as well as various financial services firms in Honolulu. She is also affiliated with the University of Hawaii. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individuals, families, and small businesses nationwide. The firm emphasizes academic investment frameworks and offers both discretionary portfolio management and fee-only planning services through a four-adviser team managing approximately $382 million in assets.

John Robinson is a financial advisor with Financial Planning Hawaii, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Planning Hawaii since 2010 and was previously with J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Robinson is also CEO of NEST EGG GURU, LLC, a web-based retirement planning application. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individual investors, families, and small businesses nationwide. The firm emphasizes academic investment frameworks and predominantly uses passive equity allocations combined with fixed-income laddering, offering both discretionary portfolio management and flat-fee, fee-only planning services.

Graham Enomoto is a financial advisor with Shiraishi Financial Group Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been affiliated with Independent Financial Group, LLC and Shiraishi Financial Group Advisors since 2016 and has provided insurance services since 2008. Shiraishi Financial Group Advisors is a team-based registered investment adviser managing approximately $110 million for around 450 clients. The firm offers financial planning, discretionary portfolio management, and retirement plan services using a tactical asset allocation approach and a range of model strategies tailored to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities.

Sheri Cabral is a financial advisor at Pinkerton Wealth Partners in Honolulu, HI, holding a Series 66 credential with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors and Private Client Services, LLC, and serves as president of the board for Parent Participation Nursery School, where she is involved in decision-making related to the school’s operations, finances, and human resources. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients through discretionary and non-discretionary asset management, financial planning, estate-planning coordination, and ERISA/401(k) consulting. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Grant Arita is a financial advisor at Shiraishi Financial Group Advisors in Honolulu, HI, holding CFP® and CFA® designations with 13 years of industry experience. He has worked at Shiraishi Financial Group Advisors since 2014 and previously at United Planners' Financial Services and Independent Financial Group, LLC. Outside of his advisory role, he serves as grantor and trustee of a personal joint trust. Shiraishi Financial Group Advisors serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement plan services. The firm employs tactical asset allocation and model strategies that adjust among bond funds, large-cap equity funds, and cash equivalents to manage risk and volatility.

Gabriella Puaa is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at the Carson Group and Creighton University. Cadinha & Co is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, trusts, nonprofit organizations, pension and corporate clients, as well as institutional mandates. The firm employs a combination of top-down macroeconomic analysis and tactical asset allocation, offering customized investment strategies and serving as a model provider to third-party platforms.

Bonnie Rice is a financial advisor at The Rice Partnership, LLC in Honolulu, HI, holding the ChFC® designation and Series 63 license. She has 20 years of industry experience and has been with The Rice Partnership, formerly GBR Wealth Management, since 2005. The Rice Partnership serves individuals, including high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach with customized programs focusing on core equity, active fixed-income management, and international allocations, complemented by satellite strategies and third-party manager relationships.

Michael D'addario is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to joining Cadinha & Co. in 2021, he worked at Goldman Sachs & Co. for seven years and was self-employed for three years. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a committee-driven investment process that integrates macroeconomic, fundamental, and technical analysis with tactical asset allocation tailored to client objectives, and offers a variety of labeled strategies and sub-advisory services.

Clifford Robello is a CFP® with 39 years of industry experience, currently serving at Pinkerton Wealth Partners. He previously worked at Cambridge Investment Research Advisors and has held senior advisory roles at CRM Financial Advisors, where he is CEO. Robello is also an author of "Retire Like a Shark" and serves on the advisory board for the National Christian Foundation's Hawaii chapter. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Julie Ford is a financial advisor at Pacific Global Investment Management Company with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pacific Global since 2017. Prior to that, she spent a year with the State of Hawaii, Office of the Governor, and has owned and operated Schweitzer Consulting, a public relations firm, since 2004. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a fundamental research-driven investment approach with value-oriented and core equity styles, and offers financial planning and pension consulting.

Steven Schoenfeld is a financial advisor at The Rice Partnership, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 12 years. Outside of his advisory role, he provides consulting services to the board of Delta Tau Alumni LLC, assisting with the management of the fraternity's investment assets. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach and supplements core strategies with external managers and specialized offerings.

Herbert Shiraishi is a financial advisor with Shiraishi Financial Group Advisors in Honolulu, HI, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has been with Shiraishi Financial Group Advisors since 2013 and is also the owner of SFG, Ltd., a Hawaii-licensed insurance agency. Outside of his advisory work, he volunteers with YoungLife Oahu. Shiraishi Financial Group Advisors serves individuals, trusts, estates, charitable organizations, and businesses by providing financial planning, consultation, discretionary portfolio management, and retirement plan services. The firm employs tactical asset allocation and model strategies focused on managing risk and volatility through active, seasonal, and sector models, typically using no-load or load-waived mutual funds and variable insurance product sub-accounts.

Robyn Macy is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 24 years of industry experience. She has been with Cadinha & Co. since 1990. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, generally targeting clients with $1 million or more to invest. The firm employs a committee-driven investment approach that integrates macro, fundamental, and technical analysis with tactical asset allocation across a range of labeled strategies.

Harlan Cadinha is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co., LLC since 2000. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm’s investment approach combines top-down macro, fundamental, and technical analysis with tactical asset allocation, offering multiple labeled strategies and sub-advisory services.