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.

Serry Shao is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2003. In addition to his advisory role, Shao is an author and blogger, spending time on these activities monthly. 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 financial planning and asset management services through a large network of advisors, combining scale with multiple financial offerings beyond advisory services.

Kimberli Lo is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Morgan Stanley and has previously worked at Bankoh Investment Services, Inc. Lo is based in Honolulu, HI. Outside of her advisory work, she is involved in managing rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and an array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with its Global Investment Committee’s market insights.

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.

Barbara Fukushima is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 40 years of experience to her role. She is also a qualified Portfolio Manager who provides personalized financial advice and discretionary portfolio management using proprietary strategies. Barbara focuses on working closely with clients to develop investment portfolios tailored to their unique financial goals and risk tolerance. A lifelong resident of Hawaii, Barbara began her career as a CPA after earning a Bachelor's Degree from the University of Hawaii and pursuing graduate work in Oregon. She joined Merrill in 1986 and currently works alongside her son and partner, Dennis Fukushima, Jr. Barbara holds the Personal Investment Advisor (PIA) designation. Barbara emphasizes ongoing professional development and dedicates much of her time outside of work to studying portfolio construction and management. She also participates in community volunteering activities.

Sunghee Shin is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, she worked at Jason J. Lee CPA Inc for nine years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Lester De Peralta is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has previously worked at Edward Jones, Cuso Financial Services, LP, and HawaiiUSA Federal Credit Union, where he continues to be affiliated. 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.

Len Fukushima is a Senior Financial Advisor at Merrill Lynch Wealth Management in Honolulu, focusing on multi-generational wealth transfer planning. He advises successful families, closely held businesses, and small to medium-sized non-profit organizations, emphasizing long-term relationships and a personalized consulting process to address clients' unique financial objectives and family circumstances. Len holds a Bachelor's degree from Long Beach State and a Master's degree in Taxation with a focus on Estate & Trust from the University of Denver. He has international experience, having spent six years in Asia leading a Japanese media company's market entry into China and founding a corporate catering company in Shanghai. He is fluent in English, Japanese, and Mandarin. Len holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Hawaii since 2002, Len is involved in community organizations such as the American Youth Soccer Organization (AYSO), PEACHES Kokua Hui PTA, and Red Cross Hawaii. His personal interests include surfing and sailing.