Curtis Watasaki is a Series 66-licensed financial advisor with Ameriprise in Honolulu, HI, and has 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Curtis coaches at Punahou School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with a client’s financial advisor.

Marina Rapio is a financial advisor with Primerica Advisors in Waipahu, HI, holding Series 65 and Series 63 credentials and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2023, with prior self-employment experience from 2010 to 2018. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with thousands of advisors and offices, delivering model-based advisory services supported by third-party asset managers and custodians.

Jean Arntz is a financial advisor with Charles Schwab in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Charles Schwab, Arntz worked at TD Ameritrade and its investment management affiliate from 1997 through 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary client relationships with access to discretionary separately managed accounts and a structured alternative-investment offering.

Sonnie Koko is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Valic and Equitable Advisors. He also operates Koko Wealth Management, a sole proprietorship involved in sales and marketing of securities, investment advisory, fixed annuities, and insurance products. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios across a broad range of investment options.

Vaughn Victorino is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Victorino serves on the boards of several local nonprofit organizations, including the Kamehameha Lions Club Foundation and Ho`ea - the Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lina Aiwohi is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets, Inc. since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers various planning tools supported by its Global Investment Committee.

Grant Kubota is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory role, Kubota serves on the Finance Committee of Waialae Country Club in Honolulu. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools to support client goals without providing individual security recommendations as part of standalone planning.

Gregory Micco is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, as well as various model portfolios and research resources.

Jessica Pak is a financial advisor with Edward Jones in Honolulu, HI. She holds a Series 66 designation and has been with Edward Jones since 2024. Her prior work experience includes roles at Oahu Publications Inc – Honolulu Star Advertiser, USA Apparel Group Inc, and Nordstrom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of over 23,700 advisors.

Geal Talbert is a CFP® and ChFC® with 39 years of industry experience. He currently serves as a financial advisor at Morgan Stanley and has prior experience at UBS Financial Services. Outside of his advisory role, Talbert is a board member of Ikaika Hawaii, a sports organization, and Ohana Housing USA, a charitable group. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

Lindsay Mist is a Series 66-credentialed financial advisor at Morgan Stanley with 16 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2008 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves on the Investment Committee board of Goodwill Hawaii. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in delivering its services.

Eric Miyamoto is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and LPL Financial LLC. Outside of his advisory work, he owns CS2Breaks LLC, an online video game content business on YouTube and streaming platforms. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts and offers a multi-manager platform with diverse portfolio management options, including both discretionary and non-discretionary strategies.

James Bennett is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, Bennett serves as the sole trustee and beneficiary of an irrevocable trust managing inherited real estate investments. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without offering individual security recommendations in standalone planning.

Dane Sako is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2019, following roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his primary advisory work, he participates as a playtester providing feedback on video game development. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a range of portfolio construction tools and supports both discretionary and non-discretionary accounts, operating through a complex corporate structure with multiple mergers and private-equity involvement.

Bradley Araki is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. He has held roles at Commonwealth Financial Network and operates Tsukazaki & Associates, LLC, a business entity for tax and investment purposes, as well as Tao Investments Hawai'i. In addition to his advisory work, he is involved with the Navy-Marine Golf Course in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.