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.

Alan Kuroiwa is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities as part of its broad institutional platform.

Allen Komori is a financial advisor with LPL Financial based in Honolulu, HI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Mass Mutual Investors Services among other firms. Outside of his advisory role, Komori is involved with Allen S. Komori LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Daniel Krase is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. His prior roles include positions at J.P. Morgan Securities and Hawaii State Federal Credit Union. He is based in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Lorraine Sim is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Cetera and previously worked at Bankoh Investment Services, Inc. and J.P. Morgan Securities. She is also a 16% owner of Grand Stoneman Partnership LP, a family limited partnership involved in rental real estate income and losses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services available through a nationwide network of independent advisors.

Charles Pirnia is a financial advisor with Ameriprise Financial Services, LLC based in Honolulu, HI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Ameriprise in various roles since 2016 and previously held positions at Cambridge Investment Research. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on income sources and tax-aware withdrawal strategies.

Zoltan Tasato Farkas is a financial advisor at Cetera with nine years of industry experience. He holds Series 66 and Series 63 registrations and has worked at firms including New York Life Insurance Company and The Prudential Insurance Company of America. He is based in Honolulu, HI. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Tanaka is a financial advisor with LPL Enterprise in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. He is also involved in assisting clients with Medicare Advantage enrollment and serves as an insurance agent with Guarantee Trust Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Carl Takata is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2008 in Honolulu, HI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Keone James Machida is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services and New York Life in various roles since 2018. Prior to his financial services career, he spent two years employed at Chuck's Steakhouse. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and annual retirement-income planning advice based on proprietary research and third-party data.

Amber Lynn Suhas is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. Outside of her advisory role, she participates as an investment committee member and assists with a family-run seasonal craft fair. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kimi Pangelinan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients and their families to help them achieve their financial goals through personalized wealth management strategies. Kimi focuses on creating flexible financial plans that align with her clients' priorities, adapting to the dynamic market conditions and offering access to the investment insights of Merrill alongside the banking and lending solutions of Bank of America. Her expertise encompasses a wide range of client needs, including college education planning, family wealth management, legacy planning, retirement income, socially responsible investing, and small business strategies. Kimi specializes in goals-based wealth management, addressing key life priorities such as family, finance, health, and work. She holds the Personal Investment Advisor (PIA) designation and is proficient in English and Japanese. Kimi earned a High School Diploma from Ygnacio Valley High and an Associate Degree from Diablo Valley College. Outside of her professional role, she participates in community volunteering and enjoys cooking, dancing, and gardening. Her personal philosophy centers on working one-on-one with clients to develop financial strategies designed to support their long-term objectives.

Megan Viloria is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2020 and has prior experience at Varsity Tutors, Rover, and the Arizona Department of Education. Viloria serves on the Pacific Buddhist Academy Alumni Board. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on tax-aware withdrawal strategies and reliable income sources.

Todd Iacovelli is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as head coach for the Punahou School track and field team and is a member of the board of directors for the Punahou Alumni Association of Hawaii. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances while offering a broad range of capital markets services.

David Ching is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. He is based in Honolulu, HI. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm uses a structured planning process with firm-approved tools and offers broad retail and institutional investment services.

Eugene Drzymala is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wedbush Morgan Securities and Morgan Stanley. He volunteers as a non-profit official for USA Swimming and serves as treasurer for the Hawaii LSC and Oahu Swim League. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models and provides ERISA fiduciary services for qualified plans.