James Alexandre is a financial advisor with LPL Enterprise, holding a Series 66 credential and three years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and has a varied background including roles outside finance. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its research department and third-party strategists, and it provides access to financial planning, consulting, and third-party asset managers.

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 with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bare Wealth Advisors and the Center For Financial Literacy. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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 at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively, and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

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.

Glen Nomura is a Series 66 licensed financial advisor with Equitable Advisors in Honolulu, HI, bringing 25 years of industry experience. He has worked with Equitable Advisors since 2001 and was previously affiliated with Axa Advisors, LLC for 19 years. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory solutions.

Michael Dorsey is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2008. Based in Honolulu, HI, he has worked at the firm for 18 years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to provide guidance on asset allocation, retirement, insurance, and estate planning.

Rae Smith is a financial advisor at Edward Jones in Honolulu, HI, holding Series 63 and Series 66 designations with two years of industry experience. Smith has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Aric Ahlgren is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he owns and manages a residential rental property in Kailua, Hawaii. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.