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.

Jason Kiyosaki is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sagepoint Financial, Bankoh Investment Services, and Bank of Hawaii. Outside of advisory roles, he has been involved with Ritas of Hawaii since 2018. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Gronwald is a financial advisor with Ameriprise in Kailua, HI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved in independent insurance brokering focused on long-term care and owns Kupa'a Operational Support LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to produce tailored, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Travis Kikuchi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 21 years of industry experience. He has previously worked at firms including Raymond James Financial Services and First Hawaiian Bank. Kikuchi is also affiliated with Central Pacific Bank. 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, model portfolio programs, and institutional platforms, supported by technology and a large network of over 22,800 advisors.

Jason Lau is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cuso Financial Services, Hawaii State Federal Credit Union, and Bankoh Investment Services. Based in Honolulu, HI, he operates a DBA for his LPL business under the name Tao Investments Hawai'i. 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.

Davin Kubo is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2009 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, leveraging a range of portfolio management styles and affiliated research resources.

Philip Pomella is a financial advisor with Cetera in Honolulu, HI, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has worked at Cetera since 2018 and previously spent four years at LPL Financial. Pomella serves as program manager and director of American Insurance and Investments at American Savings Bank and is a committee member on its retirement plan committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program platforms and access to third-party money managers.

Rikiann Chow is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked with Cetera since 2017 and was previously with LPL Financial from 2011 to 2017, as well as American Savings Investment Services since 1997. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to various program structures and third-party managers.

Geoffrey Hemenway is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has previously worked with Avantax organizations and Bankers Fidelity Life Insurance Company. Outside of his advisory role, he is involved in tax preparation and accounting through Hemenway Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Wanistha Bahar is a financial advisor at Cetera with 39 years of industry experience. She holds a Series 63 designation and has worked at Bankoh Investment Services, Inc. since 1992. Bahar joined Cetera and Cetera Investment Services LLC in 2025. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to third-party managers and operates a multi-manager platform with various program structures and custodial relationships.