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 work includes roles at American Savings Bank, Cetera Investment Services LLC, and Bankoh Investment Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions with a nationwide network of more than 23,000 advisors and 15,000 branch 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.

Valor Ahn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Stadia Financial, Mercer Advisors, and various positions within faith-based and local organizations in Hawaii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Kimberly Torralva is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for 10 years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services, supported by a diverse range of portfolio management styles and affiliated research.

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, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at OSAIC and Jhfn Sii before joining Equitable Advisors in 2024. Outside of her advisory role, she serves as a trustee for two trusts and is a senior partner in Hamada/Kim Financial LLC, an independent fixed insurance agency. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.

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.

Serry Shao is a financial advisor at LPL Financial with 32 years of industry experience, including 23 years at LPL Financial. He holds Series 63 and Series 66 credentials. Outside of his advisory role, Shao is involved in non-variable insurance brokerage and contributes as a blogger. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management with access to model portfolios, research, and advanced portfolio management technologies.

Kimberli Lo is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following six years at Bankoh Investment Services, Inc. Outside of her advisory work, she is involved in managing rental properties in Honolulu through her ownership interests. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment advisory services, employing a structured planning process supported by firm-approved tools and delivering a broad range of programs.

Ashley Kikawa is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior roles include positions at Wells Fargo Clearing, Raymond James & Associates, and UBS Financial Services. She is a member of the Make a Wish Young Leaders Board. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes tailored Recommendation Reports addressing income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering centralized, non-discretionary retirement-income recommendations.

Kevin Hoshino is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients’ long-term goals, focusing on areas such as corporate executive services, divorce transition planning, institutional investment consulting, and philanthropic planning. His approach integrates investment insights from Merrill with the banking and lending capabilities of Bank of America to provide comprehensive wealth management solutions. Prior to his current role, Kevin served as a Merrill Director of Institutional Equity Sales and Trading in New York and San Francisco, and he was a Member and Floor Broker on the New York Stock Exchange. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin earned his bachelor's degree from Colgate University. Kevin is committed to community involvement, following Merrill’s tradition of service, and volunteers with local organizations. His personal interests include cooking, golfing, music, running, swimming, traveling, and yoga.