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.

Simon Wilford is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Honolulu. He joined the firm in 2001 after an extensive career in the financial industry that began in the mid-1980s. Simon initially worked as a country stock and options broker for Wilshere Baldwin & Co. in the UK, which later became part of London merchant bank Brown Shipley. Prior to relocating to the United States, he spent several years in Hong Kong and Japan serving as a money broker specializing in equity OTC derivatives, interest rate swaps, and options for two leading inter-dealer broker firms, where he managed the trading desks. Simon assists high net worth clients in developing investment structures and achieving their financial goals through diversified asset allocation. His areas of expertise include alternative investments, particularly private equity. As a Portfolio Manager, he offers discretionary management of personalized strategies that may integrate individual securities, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches. Simon holds the Personal Investment Advisor (PIA) designation and earned his high school diploma at Uppingham in England, where he also held leadership roles and competed in multiple sports. Having lived across Europe, Asia, and the Americas, Simon currently resides in Honolulu, Hawaii, with his wife, two daughters, and their dogs. Outside of his professional work, he pursues personal interests such as boating, scuba diving, skiing, and surfing.

Andrei Ichinose is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Morgan Stanley, Bankoh Investment Services, and Cetera Investment Services. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large national network of advisors and offices.

Ryan Katahara is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill, Bank of America, and Ameriprise Financial Services before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a centralized consulting team and algorithmic tools to generate tailored retirement-income recommendations.

Carissa Chang is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she has worked in various capacities including as a Service Specialist and at First Hawaiian Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers non-discretionary, tailored investment consulting using risk profiling and analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Kimberly Torralva is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting services through a range of portfolio management styles, supported by affiliated research and sub-advisers, and offers municipal advisory services along with market-making and execution roles in municipal and government bonds.

Steve Adams is a CFP® and ChFC® with 37 years of industry experience. He has been with OSAIC since 2019 and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Adams is a member and president of Pacific Financial Group, LLC, and also a member of Maui Financial Group, both of which sell various life and health insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using firm-provided asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes.

Anna Kim is a financial advisor with Equitable Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She has worked at Equitable Advisors since 2000, with additional experience at OSAIC and Jhfn Sii. Outside of her advisory role, she serves as a trustee for personal and family trusts and is a senior partner at Hamada/Kim Financial LLC, an independent fixed insurance business. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Brian Fu is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes over seven years at Wells Fargo Advisors LLC and a long tenure with Connecticut Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Diane Furubayashi is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as co-trustee and personal representative for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Trevor Yee is a financial advisor with Ameriprise Financial Services in Honolulu, HI, holding a Series 66 designation and six years of industry experience. His background includes roles at Ameriprise since 2019 and a prior position at Chuck's Steakhouse in 2017. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies. The firm's approach combines internal investment research with third-party data and algorithmic tools to deliver customized retirement recommendations.

Chad Adams is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Adams serves as President-Elect of the Waikiki Rotary Club and is a board member of the Sales and Marketing Executives Honolulu. He also holds a passive investment role in Upstream Tax Partners. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Liane Blake serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, she has provided customized service support to clients and delivered internal services to the advisor team. She contributes to managing investments to help clients pursue their desired retirement lifestyles. Liane holds a Master’s Degree and a Bachelor’s Degree from San Francisco State University. Her professional credentials include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of her professional role, Liane’s personal interests include horseback riding, reading, traveling, and practicing yoga.