Kaleialoha Cadinha Pua'a is a Series 65-licensed financial advisor with 24 years of industry experience. She has been with Cadinha & Co., LLC since 2007, where she is part of a team of ten advisors. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, generally serving clients with $1 million or more in investable assets. The firm employs a combination of top-down macro, fundamental, and technical analysis through an Investment Committee, offering a variety of labeled strategies and actively adjusting asset allocations based on market views.

Evan Nishida is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Island Wealth Management in Honolulu, HI, and also works at Iolani School. Prior to his advisory career, he has experience in the food service industry with roles at Katsu Midori Sushi and Tenkaippin Ramen. Island Wealth Management provides financial planning and consulting services to individuals, trusts, retirement plans, and businesses. The firm emphasizes a planning-first approach with general investment advice and focuses on fee-for-service engagements rather than portfolio management or asset-based fees.

Sophia Saiki is a CFP® and Series 66-licensed financial advisor at Island Wealth Management with two years of industry experience. She has worked at both Island Wealth Management and LPL Financial since 2022. In addition to her advisory role, she provides administrative support within Island Wealth Management. Island Wealth Management offers financial planning and consulting services to individuals, trusts, retirement plans, and business clients, focusing on a planning-first model without discretionary portfolio management. The firm emphasizes fee-for-service engagements and delivers written plans covering retirement, estate, tax, business, and exit planning.

Brian Tokuuke is a CFA® charterholder with two years of industry experience. He has worked at The Rice Partnership, LLC since 2024 and previously spent nine years at First Hawaiian Bank. 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 offers tax-aware, long-term oriented investment programs customized to client objectives and supplements its core strategies with external managers and specialized offerings.

Troy Enoka is a CFP® professional with eight years of industry experience, currently serving at Island Wealth Management in Honolulu, HI. He has held roles at Island Wealth Management and LPL Financial, among others, and has been with Island Wealth Management since 2015. The firm provides financial planning and consulting services to individuals, trusts, retirement plans, and business clients, focusing on a planning-first approach without discretionary portfolio management. Island Wealth Management emphasizes fee-for-service planning and delivers written financial plans addressing retirement, estate, tax, business, and exit planning.

Ashley Wilken is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Rice Partnership, LLC since 2018. Prior to this, Wilken worked at Umpqua Bank for six years. Outside of financial advising, Wilken consults part-time for Rodan & Fields, a skin care company. The Rice Partnership serves individuals—including high-net-worth clients—pension and profit-sharing plans, businesses, and charitable organizations with services including discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach with a focus on core equity companies generating free cash flow, active fixed-income management, and international allocations primarily through low-cost ETFs.

Bradley Totherow 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. since 1988. 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 decisions are guided by an Investment Committee that integrates macro, fundamental, and technical analysis with tactical asset allocation, offering a variety of labeled strategies and sub-advisory services.

Brian Enoka is a CFP® professional with 31 years of experience in financial advising. He has worked at Island Wealth Management since 2020 and has held positions at University of Hawaii Federal Credit Union, LPL Financial, and Valic Financial Advisors. Enoka provides financial planning and consulting services through Island Wealth Management, an independent advisory firm based in Honolulu. Island Wealth Management serves individuals, trusts, retirement plans, and business clients by delivering written financial plans focused on retirement, estate, tax, business, and exit planning. The firm emphasizes a planning-first approach and offers general investment advice without discretionary management or custody of client assets.

Cathy Tajiri is a financial advisor at The Rice Partnership, LLC in Honolulu, HI, with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and Bank of Hawaii. She also has an affiliation with Wealthjar Investment Advisory, LLC. 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 offers customized, tax-aware, and long-term oriented investment programs, utilizing a core equity focus on companies with free cash flow and low turnover, active fixed-income management, and international allocations via low-cost ETFs.

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.