Todd Erskine is a CFP®, CFA®, and Series 63 credentialed advisor with 12 years of industry experience. He is currently with Chapman Financial Group, doing business as Kokua Capital Management, where he has worked since 2016. Chapman Financial Group, operating as Kokua Capital Management, provides discretionary wealth management to individual and high-net-worth clients and offers separate-account fixed-income sub-advisory services to other investment adviser firms. The firm employs an actively managed, long-term approach combining fundamental and technical analysis, and it utilizes a range of instruments and trading arrangements that extend beyond typical retail wealth management.

Olivia Uong is a financial advisor at Neokai Capital in Honolulu, HI, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Magnit, Ursus, Inc., Fuel Talent, Nike, Inc., Leatherman Tool Group, and Vectra Visual. Neokai Capital provides discretionary portfolio management and investment reviews for individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, using both long- and short-term trading approaches including margin and options strategies.

Byron Leong is a financial advisor at Investment Research Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Mitre Corp and ManTech International, where he currently serves as Executive Director providing systems integration services to the Department of Defense at US IndoPacific Command in Hawaii. Investment Research Corp offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and manages a broad range of investment products, including equities and municipal securities, with both discretionary and non-discretionary account management.

Damien Morales is a financial advisor with B.B. Graham & Company, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at B.B. Graham & Co. since 2020 and concurrently serves as an independent insurance agent with Financial Benefits Insurance, Inc. since 2014. His prior experience includes roles at American Mutual Group and Ameritas Investment Corp. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary accounts and use of third-party asset managers.

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 financial advisor at Island Wealth Management in Honolulu, HI, holding the CFP® and Series 66 credentials with two years of industry experience. Prior to joining Island Wealth Management, he worked at LPL Financial and has teaching experience at Iolani School. Outside of advising, he is employed at Iolani School in a non-investment role. Island Wealth Management provides standalone financial planning and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm delivers written, project-based plans and recurring planning engagements without managing client portfolios or accepting discretionary trading authority.

Sophia Saiki is a CFP® professional with one year of industry experience, currently serving at Island Wealth Management in Honolulu, HI. Her background includes roles at Island Wealth Management and LPL Financial, as well as media services at California Lutheran University. She also provides administrative support to Island Wealth Management as part of her business activities. Island Wealth Management offers standalone financial planning and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm delivers project-based and recurring financial plans with an emphasis on fee-for-service engagements, providing general investment advice without discretionary trading authority or asset custody.

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 affiliated with Island Wealth Management in Honolulu, HI, with eight years of experience in the financial services industry. He has worked with Island Wealth Management and LPL Financial during his career. Island Wealth Management provides standalone financial planning and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes fee-for-service planning delivered through project-based and recurring engagements without discretionary trading authority or custody of client assets.

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 over 30 years of experience in financial services. He is currently with Island Wealth Management in Honolulu, HI, where he has worked since 2020, and has also held positions with University of Hawaii Federal Credit Union and LPL Financial. His work includes financial planning and consulting, and he is involved in managing 401(k) retirement plans. Island Wealth Management provides standalone financial planning and consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm focuses on fee-for-service planning through written, project-based, and recurring engagements and offers general investment advice without managing client portfolios or accepting discretionary trading authority.

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, Hawaii, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with LPL Financial since 2014 and provides financial planning and consulting services through Takemayu, LLC, an independent investment advisory firm she started in 2021. Island Wealth Management offers standalone financial planning and consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes fee-for-service planning through project-based and recurring engagements without managing client investment portfolios.

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.