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 with Edward Jones in Kaneohe, HI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire advisory career since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of investment advisory programs and strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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.

Tanner Wong is a financial advisor with OSAIC based in Honolulu, HI, holding a Series 66 license and having two years of industry experience. His work background includes roles at Coda Financial Group and Northwestern Mutual. Outside of his advisory activities, he has experience in the food service industry with Noods Ramen Bar. OSAIC Wealth, Inc. serves both retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs various asset-allocation tools and supports multiple advisory platforms and third-party managed account solutions.

Ryan Inouye is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves on the Board of Directors for the American Marketing Association - Hawaii Chapter and is Vice Chair of External Affairs at Hina Mauka. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a large institutional platform that includes advisory, brokerage, and insurance solutions.

Timothy Hogan Jr. is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior firms include Waddell & Reed and Pensionmark Securities. Outside of advisory work, he serves as Interim Executive Director and Development Chair for the Hawaii Catholic Community Foundation and is a board member of Adult Friends For Youth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of investment strategies and technology tools.

Miriam Fuerst is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and four years of industry experience. She previously worked at Royal Bank of Canada and RBC Dominion Securities. Outside of her advisory role, she serves on the Genealogy Committee for a private family foundation, conducting genealogy and historical research. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Alexander Moore is a financial advisor with Equitable Advisors in Honolulu, HI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Moore has held positions in multiple sectors including technology, hospitality, and consulting, with notable work at Booz Allen Hamilton. Outside of financial advising, he has experience in event solutions and hospitality management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.

Noe Zarate is a financial advisor with Charles Schwab, holding Series 66 and Series 65 licenses and seven years of industry experience. Before joining Schwab, he worked at firms including Robinhood Markets, Morgan Stanley, Bank of America, and Merrill. No additional outside activities were noted. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Dennis Ducatt is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at First Hawaiian Bank, Raymond James Financial Services Advisors, and BancWest Investment Services. Outside of his advisory work, he owns The Life and Leadership Center, a leadership training business, and serves on several nonprofit boards, including as treasurer for Women Helping Women and the Kaaa ipu kukui fellows. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and recommendations supported by proprietary research and tools.