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Christopher B
CFP®, Series 63, Series 65
Kaneohe, HI
Edward Jones
Christopher Byrer is a financial advisor with Edward Jones in Kaneohe, HI, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he owns several condominium rental properties in Hawaii. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Christopher K
Series 66
Aiea, HI
Cetera
Christopher Kai is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at American Savings Bank and Dominos Pizza. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with diverse program options.
Divina G
Series 63, Series 65
Aiea, HI
Raymond James Financial
Divina Gonzalez Maruyama is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with First Hawaiian Bank since 1995 and has been associated with its investment advisory affiliates since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public-finance clients through a unique affiliation with a municipal advisor.
Kevin A
Series 63, Series 65
Honolulu, HI
Cetera
Kevin Asano is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Cetera and its affiliates since 2012 and owns Pacific Rim Legacy Group, a financial services firm. Outside of advising, he is active in the nonprofit sector, serving as president of Personal Transformation International and holding various leadership roles in judo organizations and a church where he pastors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a variety of discretionary and non-discretionary portfolio management services, financial planning, and access to third-party money managers across multiple program structures and custodial relationships.
Eric O
Series 66
Mililani, HI
LPL Enterprise
Eric Opheim is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Merrill, and Bank of America. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.
Tucker T
Series 63, Series 65
Honolulu, HI
OSAIC
Tucker Torigoe is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, he owns a business selling toys and collectibles. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs proprietary asset-allocation tools and supports both discretionary and non-discretionary account management.
Reid S
Series 63
Pearl City, HI
Ameriprise
Reid Suzuki is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as treasurer for the AOAO 1242 Matlock in Honolulu. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
Rena A
Series 66
Aiea, HI
Cetera
Rena Asano is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera Investment Advisors, she held roles at Pacific Rim Legacy Group and Cetera ADVISORS LLC. She is also involved with HASCHOC International. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Tracey L
Series 63, Series 65
Pearl City, HI
LPL Financial
Tracey Lyum is a financial advisor with LPL Financial in Pearl City, HI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Central Pacific Bank, Cetera, and Bankoh Investment Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Brandon W
CFP®, Series 66
Mililani, HI
LPL Financial
Brandon Wallis is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, Raymond James Financial, Bancwest Investment Services, and Equitable Advisors. Based in Mililani, HI, Wallis is associated with Kupono Wealth Planning, a registered LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors.
Christopher L
CFP®, Series 63, Series 66
Aiea, HI
Edward Jones
Christopher Lee is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. Prior to joining Edward Jones, he worked at Uvest Financial Services Group, Inc. and Northwestern Mutual Investment Management. Outside of his advisory role, he serves as a wedding officiant for Grace Bible Church Pearlside and holds the position of secretary for the Securities Industry Association of Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Christian B
Series 63, Series 65
Kapolei, HI
OSAIC
Christian Bustamante is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, U.S. Allianz Securities, Eastern Point Advisors, and Signator Investors. In addition to advisory work, he is involved in Medicare insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple platforms to manage portfolios with a range of investment options on both discretionary and non-discretionary bases.
Cynthia G
Series 63, Series 65
Honolulu, HI
Primerica Advisors
Cynthia Gagnon is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked with Primerica Advisors since 2005, with a brief interval, and has been involved with Masa & Joyce, LLC since 2013. Outside of her advisory role, she also earns compensation through sales and referrals of loan products, home security, automation, and related services with affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-driven strategies and a limited set of discretionary separately managed accounts under a wrap-fee structure.
Sean H
Series 66
Mililani, HI
Ameriprise
Sean Hite is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Buck Wealth Strategies and Madison Avenue Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.
Joseph A
Series 63, Series 65
Honolulu, HI
Primerica Advisors
Joseph Almeida Jr. is a financial advisor with Primerica Advisors in Kapolei, HI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Almeida also owns Shego, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.
Tadahiro M
CFP®, Series 66
Mililani, HI
Edward Jones
Tadahiro Meya is a Certified Financial Planner (CFP®) with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at the Department of Education Hawaii at Moanalua High School for three years. He also conducted a one-time per diem engagement with Punahou School in Honolulu. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.
Michael H
Series 63, Series 65
Kaneohe, HI
Cetera
Michael Hatchell is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as treasurer for a vacation rental association in Hauula, HI. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies and access to third-party money managers.
Donna K
Series 63, Series 65
Honolulu, HI
Primerica Advisors
Donna Kakazu is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2004 and has also held positions at the Department of Education since 2007. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and employs an operational model that includes independent due diligence and delegated trading through BNY Mellon Advisors.
Gareth K
Series 63, Series 65
Aiea, HI
Edward Jones
Gareth Kaneshiro is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc. and Bankoh Investment Services, Inc. prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
Manuel D
Series 63, Series 65, Series 66
Kaneohe, HI
Equitable Advisors
Manuel Dayao Jr. is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and 45 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors. Outside of his advisory work, he is a photographer specializing in weddings and events and volunteers with the Honolulu Zoo and Honolulu Boy Choir. He also serves as the golf coordinator for the University of Hawaii Alumni Association, organizing golf outings several times a year. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
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