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.

Trisha Kent White is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013. In addition to her advisory work, she operates as a trust attorney and conducts community workshops through the Second Saturday Honolulu program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Chad Kunihisa is a CFP® professional with 25 years of experience in the financial services industry. He has worked at LPL Financial since 2016 and previously held positions at Cetera Wealth Services, LLC and Equitable Advisors. In addition to his advisory role, he is involved with Aloha Pacific Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Vincenzo Di Nicolantonio is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and previously worked at American Savings Bank and the Federal University of Rio de Janeiro. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paul Gauci is a financial advisor with Raymond James Financial, holding a Series 66 credential and seven years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and has prior experience with the University of Hawaii West Oahu and First Hawaiian Bank. Gauci serves on the boards of the Financial Planning Association of Hawaii, where he will be Chair of the Board in 2026, and Junior Achievement of Hawaii as Treasurer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Robert Golambos is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at American Portfolios Financial Services for 13 years and Lincoln Financial Advisors Corporation for 28 years. OSAIC serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing advanced asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Darryl Wong is a financial advisor at Edward Jones in Kaneohe, HI, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services.

Michael Laconsay is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of the Lions Club of Honolulu, a nonprofit organization. Morgan Stanley Wealth Management offers a wide array of advisory programs for both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Guilherme Aires is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with Latitude Wealth Management as a client relations manager, focusing on retirement planning and advice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary investment approaches.

Gary Komoto is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Madison Becker is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Becker held roles at LPL Financial and Pacstar Financial Group and has been involved in educational institutions such as Oregon State University, Maui Preparatory Academy, and Sacred Hearts School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary advisory services supported by advanced analytical tools.