Marc Kozuki is a financial advisor with Stifel in Kahului, HI, holding a Series 66 designation and with 15 years of industry experience. He has been with Stifel since 2010. Outside of his advisory role, he is involved as a partner in Maui Leis and Flowers LLC and serves as president of Home Maid Bakery Inc. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Curtis Kuge is a financial advisor with Edward Jones in Wailuku, Hawaii, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Edward Jones since 2020. Prior to his current role, his work history includes automotive positions at Lithia Acura of Honolulu and Jn Automotive Group/Velocity Honolulu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

Julie Petro is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory work, she is a limited partner in a family business entity. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through a range of investment and planning services.

Desiree Ting is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. She has 11 years of industry experience, including roles at Central Pacific Investment Services since 2015 alongside her tenure at LPL Financial starting in 2014. Ting operates out of Kahului, HI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, using both discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Ramona Haswell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was involved with Maui International Entertainment LLC for nine years and held roles at Citizen Church and in other capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Mark Shaber is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that combines quantitative and qualitative research with tax-aware strategies and risk management techniques.

Michael Hecker is a financial advisor at Osaic Wealth, Inc. with 44 years of experience in the industry. He holds Series 63 and Series 65 credentials and has been associated with Maui Financial Group and Principal Life Insurance Co. for over two decades. In addition to his advisory role, Hecker is involved in managing a retail business through Spotted Bugs LLC. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Aric Gattie is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones, he held positions at The Vanguard Group and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, tax-efficient strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Carey Reddick II is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Edelman Financial Engines and held roles at PennyMac, Homepoint, Diamond Resorts, and Wyndham Vacation Ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Ryon Frisch is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., Wells Fargo Clearing, UBS Financial Services, and Raymond J. Lucia Companies. Frisch is also involved with RF Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and asset management solutions.

Timothy Jernigan is a financial advisor with Morgan Stanley in Kihei, HI, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a manager for Jernigan Family Holdings LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Lisbeth Arcienega is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at Mass Mutual Investors Services since 2021 and has prior experience with Accessories Wizz LLC and Sol Connection. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations, offering a range of programs including estate settlement and employer-sponsored planning.

William Sullivan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and having 58 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he oversees agricultural operations through Double S Ranch and Orchards LLC and Creekside Farm in Arizona. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a range of capital markets services.

Edward Hogan is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized financial strategies that align with clients' individual goals and adapting to changing market conditions. He provides clients with access to Merrill’s investment insights as well as Bank of America's banking and lending solutions. Edward’s areas of expertise include college education planning, retirement income, personal retirement planning, investment consulting for defined contribution and benefit plans, liquidity management, portfolio management, tax minimization, and managing new wealth for both individuals and corporations. He holds the Personal Investment Advisor (PIA) designation. Edward earned a Bachelor's Degree from the University of Southern California and holds two Master’s Degrees from Indiana University and the University of Michigan. He is active in his community, volunteering with local organizations in line with Merrill’s tradition of community involvement. Outside of his professional life, Edward enjoys baseball, basketball, biking, football, golfing, hiking, music, photography, traveling, and watching movies.