Julie Ford is a financial advisor at Pacific Global Investment Management Company with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pacific Global since 2017. Prior to that, she spent a year with the State of Hawaii, Office of the Governor, and has owned and operated Schweitzer Consulting, a public relations firm, since 2004. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a fundamental research-driven investment approach with value-oriented and core equity styles, and offers financial planning and pension consulting.

Steven Schoenfeld is a financial advisor at The Rice Partnership, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 12 years. Outside of his advisory role, he provides consulting services to the board of Delta Tau Alumni LLC, assisting with the management of the fraternity's investment assets. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach and supplements core strategies with external managers and specialized offerings.

Herbert Shiraishi is a financial advisor with Shiraishi Financial Group Advisors in Honolulu, HI, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has been with Shiraishi Financial Group Advisors since 2013 and is also the owner of SFG, Ltd., a Hawaii-licensed insurance agency. Outside of his advisory work, he volunteers with YoungLife Oahu. Shiraishi Financial Group Advisors serves individuals, trusts, estates, charitable organizations, and businesses by providing financial planning, consultation, discretionary portfolio management, and retirement plan services. The firm employs tactical asset allocation and model strategies focused on managing risk and volatility through active, seasonal, and sector models, typically using no-load or load-waived mutual funds and variable insurance product sub-accounts.

Robyn Macy is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 24 years of industry experience. She has been with Cadinha & Co. since 1990. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, generally targeting clients with $1 million or more to invest. The firm employs a committee-driven investment approach that integrates macro, fundamental, and technical analysis with tactical asset allocation across a range of labeled strategies.

Harlan Cadinha is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co., LLC since 2000. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm’s investment approach combines top-down macro, fundamental, and technical analysis with tactical asset allocation, offering multiple labeled strategies and sub-advisory services.

George Kaluhiokalani is a financial advisor with Pasadena Private Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He worked at Merrill from 1999 to 2019 before joining Pasadena Private Wealth in 2021. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, retirement consulting, and private fund management. The firm employs a model-driven investment process focused on fundamental analysis and long-term portfolio construction, managing over $1.2 billion in assets across multiple offices.

Orest Saikevych is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Wealthjar Investment Advisory, LLC and has been with The Rice Partnership, LLC since 2013. Wealthjar Investment Advisory provides discretionary investment management along with individual financial planning and estate-planning coordination to a diverse client base that includes both high-net-worth and non-high-net-worth individuals. The firm primarily uses exchange-traded funds across various strategies and integrates ongoing financial-planning and estate-plan coordination with third-party attorneys.

Jason Wong is a financial advisor with Shiraishi Financial Group Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been associated with Shiraishi Financial Group Advisors since 2013 and has also served with Independent Financial Group, LLC and United Planners' Financial Services. In addition to his advisory role, Wong is a Hawaii-licensed insurance agent offering disability, life, and long-term care insurance. Shiraishi Financial Group Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement plan services. The firm employs tactical asset allocation and model strategies that adjust among bond funds, large-cap equity funds, and cash equivalents to manage risk and volatility, using primarily no-load or load-waived mutual funds and sub-accounts of variable insurance products.

Harlan Cadinha is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co., LLC since 2000. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a team-driven investment committee that integrates macro, fundamental, and technical analysis with tactical asset allocation and customized client objectives, and it also serves as a model provider to third-party platforms and offers sub-advisory and separate-account management services.

Jacob Simons is a CFP® with over 11 years of experience in the financial industry, currently serving as an advisor at The Rice Partnership, LLC. His prior experience includes roles at Central Pacific Bank and Bank of Hawaii. He serves as Treasurer for the Maui Ocean Center Marine Institute, a nonprofit focused on ocean conservation. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with customized, tax-aware investment programs and financial planning services. The firm emphasizes long-term strategies and offers multi-family office services, incorporating both internal management and external specialists.

Kendall Kakugawa is a financial advisor with Shiraishi Financial Group Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with several firms including United Planners' Financial Services and Independent Financial Group. Outside of his advisory role, he serves as a deacon and treasurer on the board of Leeward Community Church. Shiraishi Financial Group Advisors serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan services. The firm employs tactical asset allocation and model strategies to manage risk and volatility, using no-load or load-waived mutual funds and tailored discretionary management.

Stacey Zwicker is a financial advisor with United Capital Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been with United Capital since 2010 and worked at Cetera Advisor Networks LLC from 2017 to 2018. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and operates an extensive affiliate network and technology platform to support both clients and independent advisors.

Dwayne Maki is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at institutions including Bank of America, Merrill, and CUSO Financial Services. Outside of his advisory role, he works as a freelance service technician for a body contouring machine through Artemis Distribution LLC. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers both discretionary and non-discretionary portfolio management, as well as institutional research and clearing services.

Charles Carroll is a Series 66-licensed advisor with American Independent Securities Group, LLC. He has been with the firm since 2025 and has over 25 years of experience as an insurance agent with RTEA Corporation. Outside of advisory work, he provides bookkeeping services through a separate business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs an open-architecture investment approach and manages the majority of assets on a non-discretionary basis.

Jason Konno is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Mutual of Omaha Investor Services since 2017 and previously worked with Mutual of Omaha Insurance Company starting in 2016. In addition to his advisory role, he is an insurance agent licensed in life, health, property, and casualty lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jeffrey Sadino is a financial advisor with Victory Financial in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Equitable Advisors, LLC and AXA Advisors, LLC. He is also involved in the sale of fixed and traditional insurance products through affiliated agencies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Mary Meyer is a Series 65-licensed financial advisor with 27 years of industry experience. She has worked at Parallel Advisors, LLC since 2016 and has been with Kuriyama & Co. LLC since 1998. Based in Honolulu, HI, Mary serves a diverse client base through these firms. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies incorporating fixed income, mutual funds, ETFs, and independent managers, with an emphasis on tax-efficient rebalancing and portfolio diversification.

Nicholas Roth is a CFP® with six years of industry experience and is currently with Buck Wealth Strategies, LLC in Honolulu, HI. His prior experience includes roles at Bankoh Investment Services, Inc., The Strategic Financial Alliance, Inc., and Westpac Wealth Partners. Outside of financial advising, he is involved with 1311 Catering / Memories. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party financial-planning tools and money managers to implement model strategies.

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.