Kaelene Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation, Mass Mutual Investors Services, Metlife Securities, Signator Investors, Inc., and Edward Jones. She is involved in a non-investment related business named HI-RIZERS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning services, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment options.

Shawn Meneely is a Series 66 licensed financial advisor with UBS Financial Services, where he has worked since 2000, accumulating 26 years of industry experience. He serves as vice president of Quarter K Inc., a family-associated entity involved in quarter horse racing and breeding. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Alvin Hirata is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and also works with Primerica Financial Services. Outside of his advisory role, he serves as treasurer for Hale Molowa Inc., a corporation managing a real estate property in Hawaii, where he oversees financial responsibilities without compensation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Gerald Wilson is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 50 years of industry experience. He previously spent 18 years at Concourse Financial Group Securities Inc and has operated Hawaii Financial Store Inc since 1978. Wilson serves as an advisory board member for the National Christian Foundation Hawaii, assisting with community outreach. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors, featuring diverse program structures and access to affiliated and third-party money managers.

Tara Holthus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Ameriprise and Prosperwell Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Kanani Miyahira is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has worked at Cetera since 2017 and previously at LPL Financial from 2011 to 2017, as well as American Savings Investments since 1996. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and retirement services through a large network of independent advisors. The firm serves individual and institutional clients and offers multiple program structures, including model portfolios and bespoke strategies.

Terri Ichinose is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She previously worked at Crown Capital Securities, Lp for 14 years and has operated Wespac Hawaii Financial, a tax preparation and accounting business, for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Christian Garcia is a financial advisor with Primerica Advisors in Aiea, HI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory work, Garcia receives non-investment related compensation for referrals to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Chad Nakamura is a financial advisor with Edward Jones in Pearl City, HI, holding CFP® and ChFC® designations and nine years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services and Osage Pacific Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Sean Kleeman is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked at Avantax Insurance and Investment Services from 2021 to 2025 before joining Cetera in 2025. Outside of his advisory role, he serves as a director of the Mililani Town Cluster 35 Homeowners' Association and is a board member and treasurer of the Central Oahu Senior Day Care Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Eric Fujimoto is a financial advisor with Ameriprise in Aiea, HI, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Fujimoto is involved in several community and nonprofit organizations, including serving on the board of Hoea - The Foundation, which awards grants to youth-focused initiatives, and holding leadership roles with local groups such as Na Koa and the Rotary Club of Pearlridge. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Easton Tsubata is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and six years of industry experience. His work history includes roles at Ameriprise since 2019, with prior experience at Uber, Mission Financial Group, and Northwestern Mutual. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Steven Kira is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Before joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 16 years and Highland Capital Brokerage for 20 years. He is also the owner of Town & Country Golf, a business he has operated since 1981. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and integrated technological tools.

Tonya Bernhardt is an advisor with LPL Financial located in Mililani, HI. She holds Series 63 and Series 65 designations and has one year of industry experience, including her current role at LPL Financial DBA Kupono Wealth Planning. Prior to this, she has worked in various roles at firms such as Magnit Global LLC and Umoja Labs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolio programs, and institutional platforms.

Brandon Nahale is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. Before joining Cetera in 2025, he worked at Bankoh Investment Services, Mutual of Omaha Investor Services, and Mutual of Omaha Insurance Company. Prior to his financial services career, he spent eleven years at Waialae Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a multi-manager platform with access to third-party money managers, discretionary and non-discretionary portfolio management, and a range of program options including automated allocations and unified managed accounts.

Clint Uwaine is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions at American Savings Bank and American Income Life. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing various program structures and investment solutions.

Tammy Kaetsu is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Bankoh Investment Services, Inc. for 21 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a large network of independent advisors, utilizing multiple investment strategies and program structures.

Kimberly Ireijo is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including Hawaii State Federal Credit Union, CUSO Financial Services, and Raymond James Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment options.

Tanner Siu is a financial advisor at Edward Jones in Mililani, HI, holding a Series 66 credential. He has been with Edward Jones since 2026 and has prior experience at firms including Goldman Sachs and Avior Wealth Management. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm provides various investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Antonio Criado is a financial advisor with Edward Jones in Pearl City, HI, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, Criado serves as the head referee for a local Brazilian Jiu-Jitsu tournament and works as a Brazilian Jiu-Jitsu coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.