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.

Jarrett Imamura is a financial advisor with LPL Financial in Honolulu, HI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Cetera, American Savings Bank, Principal Financial Services, and New England Securities. He is also involved in non-variable insurance activities specializing in fixed annuities, life, and disability insurance. 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, model portfolios, third-party asset management, and institutional platforms.

Rae Ann Paff is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Ryan Furuya is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and three years of industry experience. His prior work includes operating a sole proprietorship and a six-year tenure at Alaka'i Mechanical Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.

Marlene Halim is a Series 66-licensed financial advisor with Equitable Advisors in Honolulu, HI, where she has worked since 2004. She has 21 years of industry experience and previously worked at AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jose Maria Jimenez is a CFP® professional with 18 years of industry experience, currently advising at Cetera. His prior experience includes roles at Edward Jones and First Allied Advisory Services. Outside of his advisory work, he is a founding director of the NEXT STEP FOUNDATION, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with discretionary and non-discretionary program options and oversees over $256 billion in assets under management.

Jodi Chang is a CFP®-certified financial advisor with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors, LLC for one year. She holds Series 63 and Series 65 licenses and is based in Honolulu, HI. 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 advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored plan solutions.

Regan Yamada is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hawaii State Federal Credit Union and CUSO Financial Services, Lp. 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 various portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party managers.

Crystal Bossola is a financial advisor with Edward Jones in Waipahu, HI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Right Now Mortgage LLC and has held roles in education and entrepreneurial ventures, including operating a small business and participating in charter school programs. She is also the vice president of Holoholo Screens Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs with a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Heeyeon Kim is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2018, Kim worked at Summit Financial Group Inc, Summit Brokerage Services, Inc., and Hawaii Financial Advisors, Inc. Kim is also involved with Synergy Tax & Accounting LLC, a tax preparation and accounting business. 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, third-party asset management, and institutional platforms.

Carl Yee is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of advisory activities, he operates an insurance brokerage focusing on health and group benefits and has been involved in property management for family real estate holdings. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and wrap programs.

David Souza is a financial advisor with UBS Financial Services in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory work, he serves as a member of the golf committee at Waialae Country Club, where he participates in discussions and oversight related to club activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a large network of Financial Advisors using proprietary research and model-based asset allocations.

Jarik Higa is a financial advisor at Ameriprise in Honolulu, HI, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and offers a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

John Ito is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ito owns a drone company, Sky Arc LLC, where he holds a remote pilot's license and flies drones for businesses. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations, supported by a centralized consulting team and automated tools overseen by a Retirement Income Oversight Committee.