Darlene Mikami is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and 65 licenses and 11 years of industry experience. Her prior experience includes roles at Raymond James Financial Services and First Hawaiian Bank. Outside of her advisory work, she is involved in real estate as a sole proprietor and manages estate administration responsibilities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm employs structured planning tools and a disciplined investment approach while providing services primarily in an advisory capacity.

Robert Eberlin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the Chartered Financial Analyst® (CFA®) designation, the Chartered Alternative Investment Analyst® (CAIA®) designation, and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, making him one of only three advisors within Merrill Lynch Wealth Management's division of over 15,000 advisors to have achieved all three designations. He has been a financial advisor for over 12 years with Merrill Lynch and has over 17 years of investment experience. Mr. Eberlin graduated from Bates College with a Bachelor of Science degree in Economics. He is also a graduate of Iolani School and Philips Academy. His expertise includes college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He lives in Hawaii Kai with his wife and four children. In his free time, Robert enjoys coaching youth basketball and has been involved in his community through youth sports.

Roxanne Dante is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2017, including time with Morgan Stanley Private Bank, N.A. Prior to that, she was with Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she manages a rental property in Hawaii. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

Sar Kun Moy is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, Hawaii, with 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, Moy serves as a board member and presides over the Executive Board of the Chinese Chamber of Commerce of Hawaii from 2024 to 2025, representing the organization at social and cultural events. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning approach involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than direct security recommendations.

Matthew Wong is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 credential. He has worked at LPL Financial since 2011, with additional experience at Cetera Investment Services, American Savings Bank, and Ameriprise. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Janet Andres is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, serving clients through both direct and employer-sponsored financial planning agreements.

Charles Holt is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He participates as an Investment Committee Member for the Partners in Development Foundation in Honolulu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of advisors and branch offices.

Gavin Sumimoto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with Ameriprise Financial Services LLC in Honolulu, HI. He has been with Ameriprise and its predecessor entities continuously since 2016. Outside of his advisory role, he has real estate ownership interests. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing tax-aware retirement income planning developed by a centralized team in collaboration with the client’s financial advisor.

Kent Mannina is a financial advisor with Cetera in Honolulu, HI, holding Series 63 and Series 66 credentials and has 16 years of industry experience. He has worked at firms including Wells Fargo Advisors and Bank of Hawaii, where he currently serves as a relationship manager assisting clients with various banking services and account management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services delivered via a multi-manager platform with diverse program options and custodial arrangements.

Kirk Barth is a financial advisor with OSAIC based in Honolulu, HI, holding CFP® and ChFC® designations and possessing 36 years of industry experience. His prior work includes roles at Royal Alliance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he serves on a homeowners association board and owns businesses focused on financial planning for special needs families and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored portfolio management and integrated financial solutions.

Ronald Kuhn is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. He has worked with Cetera and affiliated entities since 2016, including Crown Wealth Management and Summit Financial Group. Outside of his advisory work, he assists with a real estate staging business operated by his spouse and refers clients to identity protection services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, with access to both affiliated and third-party managers across multiple program structures.

Brian Ching is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Osaic since 2018, following five years at Jhfn Sii. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments, supporting both discretionary and non-discretionary accounts.

Roberto Duran is a financial advisor with OSAIC, holding a Series 66 designation and 26 years of industry experience. He previously spent 25 years with Lincoln Financial Advisors. Outside of his advisory work, he is involved in managing insurance-related business entities that offer disability, long-term care, and life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and diverse advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include various securities and alternative investments.

Grace Watanabe is a financial advisor at Merrill in Honolulu, HI, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill Lynch since 1998. Merrill, together 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 constructed by internal teams and third-party managers.

David Kimura is a financial advisor at Cetera with 27 years of industry experience. He has held roles at Cetera since 2024 and previously worked at Hawaii State Federal Credit Union and CUSO Financial Services. Kimura holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.

Kanoi Lam is a CFP® professional with 28 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Stifel Independent Advisors, LLC, KWM Wealth Advisory, Radiance Wealth Services, and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using various analytical tools and supports a wide network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Tsuyoshi Tsurumi is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Bankoh Investment Services, Raymond James Financial, First Hawaiian Bank, and S&P Partners LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 various third-party money managers.

Catherine Nakamura is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with First Hawaiian Advisors and First Hawaiian Bank since 2014. Nakamura’s roles include wealth advisory and providing life insurance products tailored to specific client segments. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides non-discretionary planning using analytical tools and supports advisory programs across a broad advisor network, with specialized offerings in municipal finance and SIMPLE IRA Employer Advisory services.

Byron Nakano is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2001 after transitioning from the technology sector where he founded a computer networking company. Byron focuses on delivering personalized wealth management strategies tailored to the unique financial goals of his clients. He holds a Bachelor of Science degree in Mathematics from the University of Hawaii and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Byron's areas of expertise include retirement planning, portfolio management, tax minimization, and personal and corporate investment strategy. Born in Mississippi and raised globally as the child of a U.S. Air Force Colonel, Byron is fluent in Japanese and English. He participates in community volunteering through the Merrill tradition and enjoys a variety of personal interests such as cooking, football, skydiving, soccer, spending time with his family, surfing, swimming, traveling, volleyball, and watching movies.

Justin Akai is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at First Hawaiian Bank and Pruco Securities LLC. Outside of advising, he works as a bookkeeper for FirstLine Booking. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.