John Kwee is a CFP® professional with 38 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. He has held roles at firms including SAGEPOINT FINANCIAL and OSAIC. Outside of his advisory work, he serves as a board member and officer for Christian in Real Estate, a nonprofit organization based in Honolulu. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach utilizing both internal models and third-party solutions across multiple platforms, offering services such as portfolio management, retirement plan consulting, and multi-family office support.

Christian Park is a financial advisor with Kingswood Wealth Advisors, LLC in Honolulu, HI, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of finance, he is involved with Uni-Foil as a sponsored athlete, representing the brand through social media and participation in races and contests. Kingswood Wealth Advisors serves a diverse client base that includes retail and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform and frequently engages third-party managers, supporting both discretionary and non-discretionary investment approaches.

Justin Hodges is a financial advisor with Advisory Services Network holding a Series 66 license and seven years of industry experience. Prior to joining Advisory Services Network in 2021, he worked at Madison Avenue Securities, AE Wealth Management, and several other firms. Outside of his advisory role, he owns and operates PartyTenders Events, a business focused on event planning and marketing for concerts and culinary festivals. Advisory Services Network is an enterprise firm serving individuals, families, corporations, and charitable organizations through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting, managing approximately $8.6 billion in client assets with a focus on tailored investment strategies across multiple asset classes.

Seth Flure is a financial advisor with Advisory Services Network in Honolulu, HI, holding Series 63 and Series 65 credentials. He has one year of industry experience, including prior roles at Arch Transportation and Empower Financial Services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on clients' objectives and risk tolerances.

Daniel Ward is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously held roles at Bankoh Investment Services, Inc. and Edward Jones. Outside of advisory work, he serves as an instructor at Honolulu Community College, teaching asynchronous work-study classes related to employment at Pearl Harbor. Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Sato is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 license with five years of industry experience. His prior roles include positions at Madison Avenue Securities, LPL Enterprise, and The Prudential Insurance Company of America. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach focused on tactical asset allocation, sector rotation, and a relative growth/value framework, and is known for its use of options strategies and integration of third-party managers.

Lisa Tellio is a CFP® professional with two years of experience, currently with Chicago Partners Investment Group LLC. Her prior roles include six years at Central Pacific Bank and four years at Goodsill Anderson Quinn & Stifel. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across various asset classes.

James Heidt is a financial advisor at Archer Investment Corporation with one year of industry experience. He holds a Series 65 designation and has prior experience at Burril CPA and Accumulus Advisors. He also manages the Heidt Family Educational Trust, a role he has held since 2014. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers a range of services from comprehensive financial assessments and custom portfolio management to model-based strategies utilizing mutual funds and ETFs.

Brandi Ayn Kamano is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 designation with seven years of industry experience. Her previous roles include positions at Madison Avenue Securities, LLC and AE Wealth Management, LLC. Kamano is also a licensed life insurance agent with E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and a relative growth/value framework, and is noted for its use of options strategies and integration of third-party money managers.

Daniel Cronin is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has prior experience at CoreCap Advisors, Financial Advocates Investment Management, and LPL Financial. He is also the owner of Lifestyle Wealth Management, LLC, where he is involved in insurance, long-term care, and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analyses.

Richard Park is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Osaic Wealth, Sagepoint Financial, and Royal Alliance. Outside of advisory work, he assists divorcing individuals with financial scenarios through his Certified Divorce Financial Analyst practice and organizes fundraising activities for a local Spartan training group. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house management and third-party asset managers, serving a broad client base including high-net-worth individuals.

Lynn Berlenbach is a Series 65-licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. She has worked at Buck Wealth Strategies since 2022, and previously held roles at EA Buck Financial Services, Oahu Country Club, Kahala Resort, and Morton's Steakhouse. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, integrating third-party tools and money managers, and is notable for its use of options strategies and selection of outside managers to implement portfolios.

Karl Sadanaga is a financial advisor with Diversify Advisory Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at SagePoint Financial for eight years and maintains his own wealth advisory business, INPAC Wealth Solutions, providing financial planning services including life insurance, investments, retirement, and estate planning. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and consulting services. The firm employs a tactical diversification investment approach tailored to client goals and risk tolerance, offering a variety of delivery models and specialized strategies, along with flexible fee structures and ERISA discretionary plan-management services.

Kyle Shimoda is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., Guardian Life Insurance Company of America, and Park Avenue Securities. He is also an agent with INPAC Wealth Solutions, focusing on fixed life insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment instruments and platforms to tailor strategies according to client objectives.

Jeffrey Buck is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. He has previously worked with firms including AE Wealth Management, Madison Avenue Securities, and Parkland Securities. Buck also serves as a board member of a local nonprofit organization. Buck Wealth Strategies serves individuals, including high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm utilizes a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and growth/value frameworks, incorporating third-party financial-planning tools and outsourcing portfolio implementation when appropriate.

Scott Tusa is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Buck Wealth Strategies, LLC and has previously held roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and SPC. Tusa also operates an insurance agency, E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, incorporating options strategies and third-party money managers.

Matthew Mcconnell is a CFP®-credentialed financial advisor with 27 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 21 years at Ameriprise Financial Services, Inc. Mcconnell is based in Honolulu, HI. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office, trustee, and retirement-plan consulting services. The firm employs a long-term, diversified, asset-allocation investment approach that combines fundamental analysis with quantitative optimization across a range of strategies and investment vehicles.

Robin Hue is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Navy Federal in various capacities since 2007. His other business activities include ownership of inactive real estate rental property in Honolulu, HI. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan fiduciary services, utilizing third-party portfolio managers through managed advisory programs and providing both advisory and commission-based channels.

Aaron Kim is a financial advisor at First Advisors National, LLC in Honolulu, HI, holding a Series 65 designation with one year of industry experience. Prior to joining First Advisors National in 2026, he worked as an independent insurance agent and has experience in various roles including positions at Universal Retirement, Pacific Honda, Coldwell Banker, and Hawaii Voice KTV. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets, focusing on third-party money manager selection and oversight, along with advice on individual equities, ETFs, and mutual funds.

Michael Marcum is a financial advisor with First Advisors National, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at The Lending Source since 1992 and serves as a Senior Loan Officer at C2 Financial Corp in Honolulu. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm emphasizes the use of third-party money managers and employs tactical and strategic asset allocation methodologies in managing client portfolios.