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.

James Soong is a financial advisor with LPL Enterprise in Honolulu, HI, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Axa Advisors, LLC, and Colonial Life. Outside of his advisory work, he is employed in sales at Tala Secure, Inc. in Mountain View, CA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to asset managers and TAMPs, and insurance product facilitation through affiliated entities.

Michelyn Koseki is a Series 66-licensed financial advisor with UBS Financial Services Inc. in Honolulu, Hawaii, bringing 18 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lisl Sonomura is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for four years and Merrill Lynch Pierce Fenner & Smith Inc for 18 years. Based in Honolulu, HI, she is also a sole proprietor of a rental property business outside of her advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across multiple program platforms and investment strategies.

Peter Ehrman is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 such as Secular Return Estimates and Monte Carlo simulations to support its planning process.

Chad Itokazu is a financial advisor with Ameriprise in Aiea, HI, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Keoki Ching is a financial advisor with Edward Jones in Honolulu, HI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns a surfboard sales business called Keoki Surfboards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and corporate entities. The firm offers various advisory strategies and maintains a large nationwide advisor and branch network.

Dennis Higuchi is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates since 2017 and previously spent a year at Signator Investors, Inc. Outside of advisory work, he is involved in a sole proprietorship focused on selling traditional fixed insurance, annuities, and long-term care insurance. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs sophisticated portfolio construction tools and maintains multiple advisory platforms supported by various third-party commercial arrangements.

Kelii Kiakona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, he worked at Wells Fargo Advisors LLC for seven years and Prudential Equity Group, LLC for four years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and offers a broad range of brokerage and advisory solutions.

Jennifer Chalaire is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 23 years of industry experience, including prior roles at Pacific Financial Partners, Royal Alliance Associates, and Jhfn Sii. Outside of her advisory work, she volunteers with CLIMBHI, a nonprofit organization based in Honolulu. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals and provides access to both proprietary and third-party model strategies across multiple platform arrangements.

Paul Shoji is a financial advisor with Cetera in Mililani, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Edward Jones and spent ten years at Bank of Hawaii. Outside of advising, he owns rental property in Honolulu. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Paul Berardo is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.