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 at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Alaska Earth Sciences, Rei, and Vertex Tower Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and 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.

Micah Saulibio is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 10 years and has long been associated with Agape Wealth Management. Outside of his advisory work, he is involved with Tsunami Slabs, a non-investment-related business based in Lihue, HI. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting investment strategies with research and operational tools.

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 financial advisor with Wells Fargo Clearing in Honolulu, HI, holding the CFP® designation and Series 63 and 65 licenses. He has 49 years of industry experience, including previous roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines proprietary research and third-party analytics to support its investment approach and provides a range of brokerage and advisory solutions across a large national network.

Jordan Izumi is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Honolulu, HI. He previously worked at Crossmark Global Investments and Crossmark Distributors, accumulating over a decade of experience before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Edward Walawender is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and 23 years of industry experience. His work history includes multiple roles at LPL Financial and Central Pacific Bank, as well as positions at Charles Schwab and American Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, supported by technology and a large network of advisors.

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.

Katherine Sadowski is an advisor at LPL Enterprise with ChFC® and Series 66 credentials, and has one year of industry experience. Her prior roles include positions at Tao Investments with LPL Financial LLC, HR Block, Homeword Inc, Rutherford McDonald and Olson CPA firm, and the National Outdoor Leadership School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Cynthia Lee is a CFP®-certified financial advisor with Morgan Stanley, based in Honolulu, HI, bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of advisory work, she serves as a trustee for several family trusts. Morgan Stanley Wealth Management offers a broad range of advisory and financial planning services to both individual and institutional clients, utilizing structured planning tools and a disciplined investment approach.

Sade Mizusawa is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to her current role starting in 2019, she worked at Sacred Hearts Academy and had brief involvement with Bubbies Homemade Icecream. Outside of advisory work, she is involved in business activities related to Primerica Mortgage, home security referrals, and operates Empowered Capital Strategies, LLC for Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, employing model-delivery strategies supported by third-party asset managers and custodians to provide a range of investment approaches.

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.