Dean Matsumoto is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Woodbury Financial Services, and OSAIC. Matsumoto also operates Linn Wealth Management, LLC as a side business connected to his LPL activities. 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 services including financial planning and model portfolio programs, utilizing tools such as machine learning for operational support, and oversees more than $819 billion in discretionary assets through a large network of advisors.

Sean Okamoto is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at several firms including Raymond James Financial Services Advisors and First Hawaiian Bank. Okamoto serves as a Senior Wealth Advisor and Senior Consultant at Hogan Consulting Group, focusing on investment and employee benefits consulting. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging various investment strategies and technology tools.

James Smith Jr. is a financial advisor at Cetera with over 10 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he held roles at Avantax Advisory Services and Summit Financial Group. Outside of his advisory work, Smith serves as president of A Bite To Eat, Inc., a nonprofit organization that provides food and blankets to homeless individuals in Honolulu. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, employing a multi-manager platform with various program options and custodial relationships.

Michael Tokushige is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2010, following three years at Principal Financial Services. He is associated with Kaneshiro Tokushige & Associates, LLC, which operates as Retirement Partners of Hawaii. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Judy Chong Ng is a CFP®-certified financial advisor with 27 years of industry experience. She currently works at Raymond James & Associates and previously held roles at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Travis Liu is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at various educational institutions and sports organizations. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Milton Tanaka is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a Financial Advisor for over 25 years, bringing extensive experience in personal retirement planning, portfolio management, college education planning, divorce transition planning, tax minimization, and retirement income strategies. Milton focuses on understanding his clients' individual financial goals to develop personalized wealth management approaches. Prior to his financial services career, Milton served over 23 years in the United States Air Force, retiring as a full Colonel. He holds a Master's Degree in Business Administration from the Krannert School of Management at Purdue University and a Bachelor's Degree in Civil Engineering from the United States Air Force Academy. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Milton is originally from Hawaii and returned to Honolulu to be with his family. Outside of work, he enjoys baseball, gardening, running, skiing, woodworking, traveling, and spending time with his grandchildren. He is also active in community volunteering, reflecting his commitment to the Merrill tradition of community engagement.

Jake Oshiro is a financial advisor at Raymond James Financial in Honolulu, HI, holding a Series 66 designation. He has less than one year of industry experience and previously worked at First Hawaiian Bank and Northwestern Mutual Investment Services LLC. His work history also includes roles outside finance, such as at Kona Brewing Co and Mid-Pacific Institute. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Ryan Matsuura is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley and its affiliates since 2013. Outside of his advisory role, he owns Kahikolu Productions LLC, a live audio services business. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Keoni Lee is a Series 66-registered financial advisor with Morgan Stanley in Honolulu, Hawaii, and has 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and currently works at Morgan Stanley Private Bank, N.A. Lee serves as a board member of the Hawaii Estate Planning Council. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers services through its Financial Advisors and Estate Planning Strategies Group.

Maria Mera is a financial advisor with Edward Jones in Honolulu, HI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Oahu Publications and ThinkTech Hawaii. She serves as the honorary consul of Spain in Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options, supporting over four million clients and managing approximately $1.01 trillion in assets.

Kirk Tang is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at Securities America Advisors, Inc., Brecek & Young Advisors, Inc., and Bankoh Investment Services, Inc. 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 and model portfolio programs, supported by a large network of investment adviser representatives and a variety of institutional platforms.

Robert Borek Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with LPL Financial since 2002. Borek operates under the DBAs Pacific Wealth Management and Wealth APD in Honolulu, HI. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies supported by advanced advisor tools.

Matthew Takamatsu is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2022 in various capacities, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank. His prior experience includes positions at Empower Financial, Personal Capital Advisors, Voya Financial Advisors, UBS Financial Services, Wells Fargo Advisors, and Ameriprise. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary SMAs, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Neil Nakamura is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is grounded in modern portfolio theory and tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Lisa Yoshikawa is a financial advisor at Merrill with 35 years of industry experience. She has held her current position since 2011 and holds Series 63 and Series 65 credentials. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Endow is a financial advisor with Ameriprise in Mililani, HI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns Wela Apparel, a social media marketing and inventory production business, and is involved in marketing for Sweet Everythings, a food service venture. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Lukacs is a financial advisor with Raymond James Financial Services Advisors, Inc. in Honolulu, HI, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at First Hawaiian Bank and Bank West Investment Services. He serves as an officer and board member for the nonprofit Read To Me International. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary advisory services tailored to client goals and supports its large advisor network with technology-driven tools and specialized programs.

Codey Kitagawa is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Amazon and was involved with Natsunoya Tea House and the Honolulu Country Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of advisors and extensive resources.

Carrie Masuoka is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and previously worked at American Savings Bank for 14 years. Carrie is based in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.