Mark McKeague is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2010, following three years at Principal Financial Services. Outside of his advisory role, he is involved in private wealth planning through McKeague & Haley, Inc. and also works as an insurance agent. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of investment strategies and technology tools while overseeing significant discretionary assets across its extensive advisor network.

Chase Santos is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held various roles including positions at the University of Hawaii at Manoa and Kalani High School. Outside of advising, he is involved with Diamond Head Memorial Park in Honolulu, where he performs administrative and sales duties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored solutions and inclusion of insurance-related investment options.

Bernardo Equila Liu is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he spent ten years at Bank of Hawaii. He is the Nex Gen Director for FPA Hawaii, focusing on fostering inclusive communities and supporting the development of the next generation of CFP® professionals. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Steven Yun is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with First Hawaiian Bank since 2013, where he serves as a Senior Wealth Advisor. In addition to his financial advisory roles, Yun is a partner in two Subway franchise businesses in Hawaii, although he is not involved in their day-to-day operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and supports its services with advanced analytical tools and specialized programs, such as municipal advisory and SIMPLE IRA employer consulting.

Jason Fong is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc., Da Hawaiian Poke Company, and DoubleTree by Hilton. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Gregg Matsuura is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James in 2017. Outside of finance, he holds a commercial fishing license in Hawaii, engaged in catching and selling bottom fish. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning, investment consulting, and municipal advisory services.

Sandra Mew McRoberts is a CFP® with 43 years of industry experience. She has been affiliated with OSAIC since 1997 and operates McRoberts & Associates as a tax preparer and consultant. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services along with retirement plan consulting and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Hui Mei Shi is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, with prior roles at Prada and David Yurman. Outside of her advisory work, she is co-owner of a family rental property in Honolulu. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Gary Yu is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Hawaiian Bank, New York Life Insurance Company, and Nylife Securities. Outside of his advisory roles, he has been involved as a Wealth Associate at First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and it supports both advisory programs and institutional portfolio management.

Mark Watanabe is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Watanabe has interests in managing rental property outside his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Ryan Kono is a financial advisor with Equitable Advisors, holding a Series 66 license and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he held positions at Sky Waikiki and the University of Hawaii. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Allexys Yamasaki is a financial advisor with Ameriprise based in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. Prior to Ameriprise, Yamasaki worked at Barnes and Noble and DSW, and attended Creighton University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Bryce Miyamoto is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with Bankoh Investment Services, Inc. for 11 years prior to his current role at Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Brysen Sumida Lee is a financial advisor at Cetera in Honolulu, HI, holding a Series 66 designation with less than one year of experience. Prior to joining Cetera, Lee worked at Bank of Hawaii, Hawaii State Federal Credit Union, Pacific Guardian Life, and First Hawaiian Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting strategies from automated allocations to bespoke solutions.

Regan Ching is a Series 66 licensed financial advisor with Wells Fargo Clearing in Honolulu, HI, holding 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Julian Romero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL in 2017, he worked at National Planning Corporation and has also been employed by the State of Hawaii since 1996. Outside of finance, he is involved as a music teacher and composer, earning music royalties from his work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by various technology tools and an extensive network of investment adviser representatives.

Michele Lau is a financial advisor with Ameriprise in Kaneohe, HI, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its related entities since 2002. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Sharon Young is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC from 1987 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to financial planning, third-party asset managers, and a wrap program.

Reid Kimura is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to joining Cetera in 2025, he worked at Oppenheimer from 2018 to 2024 and held roles at First Derivatives PLC and Stevens Institute of Technology. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and investment options.

Bobby Gibbs is a financial advisor at Edward Jones in Pearl City, HI, holding a Series 66 designation with six years of industry experience. He previously worked at Hilton Grand Vacations from 2017 to 2019. Outside of his advisory role, Gibbs owns a rental property in Clarksville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.