Glen Nomura is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2001, including its predecessor Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.

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.

Micah Saulibio is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Next Financial Group, Inc. for 10 years and has been affiliated with Agape Wealth Management for over 17 years. Outside of his advisory role, he is involved with Tsunami Slabs, a venture based in Lihue, HI. LPL Financial serves a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Casey Kono is a financial advisor at Morgan Stanley based in Honolulu, HI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Kono worked at AT&T and Verizon and had a two-year tenure at the University of Hawaii West Oahu. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Susan Lee is a ChFC® credentialed financial advisor with 25 years of industry experience. She is affiliated with Raymond James Financial and has held roles at First Hawaiian Advisors and First Hawaiian Bank. Lee also supervises sales activities and trains new hires in compliance matters as a branch manager delegate at First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. provides 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 offers programs that include municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Arthur Saiki is a CFP® professional with 48 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Honolulu, HI, Saiki holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jordan Izumi is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Ameriprise in Honolulu, HI, having previously spent over a decade at Crossmark Global Investments and Crossmark Distributors. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Gae Bergquist Trommald is a financial advisor with Merrill in Honolulu, Hawaii, holding the Series 63, Series 65, and Series 66 credentials and has 26 years of industry experience. She has worked at Merrill since 2008 and Bank of America since 2009. Trommald serves on the advisory board of The East-West Center Foundation and is involved with the Hawaii Community Foundation and Catholic Charities in various volunteer roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Walawender is a financial advisor with LPL Financial based in Honolulu, HI. He holds Series 63 and Series 65 registrations and has 22 years of industry experience. His prior work includes roles at Central Pacific Bank, Charles Schwab, and American Savings Bank. LPL Financial is an SEC-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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Caleb Garcia is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and positions in education at Hanalani Schools and Pearlridge Elementary. Outside of finance, he has experience with Town and Country Surf and Pai Honolulu. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering diversified model-based investment strategies supported by third-party asset managers and custodians.

Katrina Masada is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Edward Jones for 16 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Cynthia Lee is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Honolulu, HI. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a trustee for multiple family trusts and is involved in property management and real estate activities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive wealth management solutions without offering individual security recommendations within its standalone planning services.

Sade Mizusawa is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 65 and Series 63 licenses and six years of industry experience. She has worked with Primerica since 2019 and previously had roles at Sacred Hearts Academy and Bubbies Homemade Icecream. Outside of advising, she is involved in social media and marketing activities related to Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies supported by third-party asset managers and custodial services.

Ronald Gregorio is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 21 years of industry experience. He has worked with First Hawaiian Advisors and First Hawaiian Bank since 2011, serving as a wealth advisor focused on investment, insurance, and retirement planning. Gregorio is also a board member and head of the finance committee at Mental Health Kokua, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized municipal and SIMPLE IRA advisory programs.

Malia Uota is a Series 66 licensed financial advisor at Stifel with 12 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Matthew Joswick is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Honolulu, HI. 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, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Andrew Pike is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Cambridge since 2010. Outside of his advisory work, he serves on the advisory board of the National Christian Foundation Hawaii and holds leadership and board roles with New Hope Christian Fellowship and New Hope O'ahu. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and platform options.

Jin Yoon Chu is a financial advisor at Ameriprise in Honolulu, HI, holding a Series 63 designation and with 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured approach, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.