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.

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.

George Kaluhiokalani is a financial advisor with Pasadena Private Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He worked at Merrill from 1999 to 2019 before joining Pasadena Private Wealth in 2021. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, retirement consulting, and private fund management. The firm employs a model-driven investment process focused on fundamental analysis and long-term portfolio construction, managing over $1.2 billion in assets across multiple offices.

Orest Saikevych is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Wealthjar Investment Advisory, LLC and has been with The Rice Partnership, LLC since 2013. Wealthjar Investment Advisory provides discretionary investment management along with individual financial planning and estate-planning coordination to a diverse client base that includes both high-net-worth and non-high-net-worth individuals. The firm primarily uses exchange-traded funds across various strategies and integrates ongoing financial-planning and estate-plan coordination with third-party attorneys.

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 to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a team-driven investment committee that integrates macro, fundamental, and technical analysis with tactical asset allocation and customized client objectives, and it also serves as a model provider to third-party platforms and offers sub-advisory and separate-account management services.

Jacob Simons is a CFP® with over 11 years of experience in the financial industry, currently serving as an advisor at The Rice Partnership, LLC. His prior experience includes roles at Central Pacific Bank and Bank of Hawaii. He serves as Treasurer for the Maui Ocean Center Marine Institute, a nonprofit focused on ocean conservation. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with customized, tax-aware investment programs and financial planning services. The firm emphasizes long-term strategies and offers multi-family office services, incorporating both internal management and external specialists.

Benjamin Kaplan is a financial advisor at Forthright Capital with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services and related entities. Kaplan is also the founder of AOK Tickets LLC, a business involved in facilitating the transfer of concert tickets and entertainment passes. Forthright Capital Advisory is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and using outside managers when appropriate.

Dwayne Maki is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at institutions including Bank of America, Merrill, and CUSO Financial Services. Outside of his advisory role, he works as a freelance service technician for a body contouring machine through Artemis Distribution LLC. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers both discretionary and non-discretionary portfolio management, as well as institutional research and clearing services.

John Hunn is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Mutual of Omaha, he worked at New York Life Insurance Company and served in the US Army for 21 years. Outside of advising, he is also an insurance agent specializing in life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party money managers.

Charles Carroll is a Series 66-licensed advisor with American Independent Securities Group, LLC. He has been with the firm since 2025 and has over 25 years of experience as an insurance agent with RTEA Corporation. Outside of advisory work, he provides bookkeeping services through a separate business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs an open-architecture investment approach and manages the majority of assets on a non-discretionary basis.

Jason Konno is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Mutual of Omaha Investor Services since 2017 and previously worked with Mutual of Omaha Insurance Company starting in 2016. In addition to his advisory role, he is an insurance agent licensed in life, health, property, and casualty lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Kaponotuitalau Faitau is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of financial advising, he is the CEO of Pacific Island Cleaning, LLC, a commercial and residential cleaning business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Jeffrey Sadino is a financial advisor with Victory Financial in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Equitable Advisors, LLC and AXA Advisors, LLC. He is also involved in the sale of fixed and traditional insurance products through affiliated agencies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked with firms including First Command Advisory Services and One Team One Fight Financial Group. Moreno is also involved with E.A. Buck Financial Services as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and a relative growth/value framework, and is noted for its use of options strategies and selection of outside money managers.

Nicholas Roth is a CFP® with six years of industry experience and is currently with Buck Wealth Strategies, LLC in Honolulu, HI. His prior experience includes roles at Bankoh Investment Services, Inc., The Strategic Financial Alliance, Inc., and Westpac Wealth Partners. Outside of financial advising, he is involved with 1311 Catering / Memories. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party financial-planning tools and money managers to implement model strategies.