Haruka Shoji is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 66 credential and seven years of industry experience. Prior to joining LPL Financial in 2018, Shoji was involved with UniValue Creations LLC for five years. Shoji is also affiliated with Central Pacific Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Robert Habeeb is a Financial Advisor with Merrill Lynch Wealth Management. He began his career at JP Morgan Chase, where he served high-net-worth clients with cash management and credit solutions before transitioning into wealth management. Currently, he guides individuals and families with substantial means through the complexities of financial planning, focusing on turning wealth into lasting freedom and security. Robert holds a Bachelor's Degree in Capital Markets and Business Economics from Bentley University and holds the designation of Personal Investment Advisor (PIA). His expertise includes equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works with high-net-worth individuals and business owners to coordinate complex financial elements into intentional strategies, bringing clarity and alignment to long-term priorities. Outside of his professional work, Robert enjoys camping, cooking, football, golfing, hiking, music, reading, rock climbing, and spending time with his family. His mission is to provide enduring financial stewardship that ensures continuity, security, and impact across generations.

Brett Sasaki is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Central Pacific Bank since 2018, following three years at American Savings Bank. LPL Financial is a 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 with both discretionary and non-discretionary management supported by research and model portfolios.

Phuong Ly is a Series 66-licensed financial advisor with Edward Jones in Honolulu, HI, with 17 years of industry experience. She has been with Edward Jones since 2008. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Alexandre is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to a variety of investment and insurance products through its integrated advisory and brokerage platform.

Wang Kar Lee is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Lee has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he operates a sole proprietorship. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including the use of Monte Carlo simulations and global return estimates.

Dennis Fukushima is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing personalized financial strategies to help clients pursue their long-term goals. He serves as a primary point of contact, leveraging a team of investment professionals and the extensive resources of Merrill Lynch and Bank of America to deliver disciplined wealth management solutions. With over 30 years of investment experience, Dennis specializes in services for endowments, foundations, non-profits, portfolio management, retirement income, and women and wealth. Dennis holds the Certified Investment Management Analyst® (CIMA) designation, awarded by the Investments & Wealth Institute™ in collaboration with the MIT Sloan School of Management. He also carries the Personal Investment Advisor (PIA) credential and earned a bachelor’s degree from the University of Hawaii System. Rooted in the Hawaiian islands for four generations, Dennis participates actively in the local community. He volunteers with various non-profit organizations including Aiea High School and the Kiwanis Club of Pearl Harbor, continuing Merrill’s tradition of community involvement where he serves.

Luke Bales is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Bare Wealth Advisors and the Center for Financial Literacy, as well as positions at Liberty University. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Alyssa Mc Candless is a financial advisor with Raymond James Financial in Honolulu, HI, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James Financial since 2020 and is also employed at First Hawaiian Bank, where she provides administrative support and account servicing to private wealth management clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Reid Takamoto is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley and its affiliate, Morgan Stanley Private Bank, National Association, since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process that supports client implementation and updates.

Joshua Boney is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His areas of focus include general investing, retirement planning, and preparation for unexpected financial events. Additionally, he facilitates access to specialists for banking, credit, home financing, and small business solutions within Bank of America. Joshua holds a Bachelor's Degree from the University of Hawaii System and a Master of Business Administration (MBA) from Carnegie Mellon University. He has earned the designation of Personal Investment Advisor (PIA), reflecting his expertise in investment management. Through ongoing advice and guidance, he supports clients as their financial needs evolve.

Eric Awa is a financial advisor with Edward Jones in Kaneohe, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Foss Maritime/Young Brothers Ltd for 13 years. He also owns Poly Projects LLC, a fishing wholesale business, which he plans to resume when he acquires a new boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies, supported by a large nationwide network of advisors and branch offices.

Milton Kawasaki is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with a select group of families to identify and help achieve their financial goals while focusing on preserving and growing their assets. He delivers an institutional investment management consulting process tailored for individual, corporate, and non-profit clients, leveraging the open architecture resources available through Merrill Lynch. Milton has been with Merrill Lynch since 1983 and has extensive experience in educating financial professionals and mentoring interns pursuing degrees in business and economics. Since 1988, he has taught continuing education seminars to over 400 CPAs and mentored more than 300 interns. His professional credentials include Certified Investment Management Analyst (CIMA®), Certified Investment Management Consultant (CIMC®), and Personal Investment Advisor (PIA). He holds a bachelor's degree from the University of Hawaii System. Outside of his professional work, Milton is involved in the Ferrari Club of America, Hawaii Chapter, and participates in activities at Grace Bible Church Honolulu. He emphasizes understanding clients' life priorities to create personalized financial plans designed around their goals and aspirations.

Shawn Bush is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Bush & Bustamante Financial Advisors. He is based in Honolulu, HI. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Brett Wiggins is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the board of Holiday Development Inc., a real estate company based in Joseph, Oregon. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools to develop tailored plans.

Wayne Kaneta is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement‑income planning focused on dependable income sources and tax‑aware withdrawal strategies.

Darryl Jung is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Chinli Loo Sun is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joel Ballou is a financial advisor with Edward Jones in Aiea, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions in environmental and natural resource sectors, including roles at Alaska Earth Sciences, Rei, and the Division of Forestry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Raimel Garcia Hernandez is a Financial Advisor at Merrill Lynch Wealth Management based in Honolulu. In his role, he assists clients in building, preserving, and growing their wealth through personalized financial strategies. Raimel integrates a background in psychology with a holistic approach, aiming to understand the individuals behind the portfolios to help them align their wealth management with their life goals. His expertise encompasses family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income planning. Raimel holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of California, Berkeley, and a Fellowship Certificate from Waseda University in Tokyo, Japan. Raimel is multilingual, speaking Spanish, English, Portuguese, French, and Japanese. He is also involved in the Chamber of Commerce Hawaii Young Professionals and contributes to community efforts such as the Food Bank in Hawaii. His personal interests include adventure sports, antiquing, cooking, genealogy, golfing, hiking, scuba diving, skiing, traveling, and yoga.