Malia Uota is a financial advisor at Stifel with 13 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2015, following a one-year tenure at Morgan Stanley. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

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 who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and previously worked at First Command Brokerage Services and First Command Bank. Pike serves on the advisory board of the National Christian Foundation Hawaii and is involved in financial ministry leadership and board roles with New Hope Christian Fellowship and New Hope O’ahu. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary services across multiple platforms and custodians.

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.

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 licenses and two years of industry experience. Her prior roles include positions at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm offers a range of model-based investment strategies supported by third-party managers and operates a large network of advisors across numerous offices.

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 credentials and has worked at OSAIC since 2018, including prior roles at Equitable Advisors, Sii John Hancock, and Valic. Koko is involved in his own wealth management business, offering financial planning and insurance services through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm uses a model-based investment approach with a variety of advisory programs and maintains a complex affiliate network that supports its comprehensive financial services platform.

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, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. 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, including tailored financial planning that utilizes firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

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®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Advisors LLC, First Allied Advisory Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies with advanced operational and research tools.

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 financial advisor with Morgan Stanley in Honolulu, HI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services and LPL Financial. He serves on the board of Ikaika Hawaii, a sports organization, and Ohana Housing USA, a charitable entity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved planning tools and strategies developed by its Global Investment Committee.

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 at Cetera with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and LPL Financial LLC. Outside of his advisory role, he owns an online video content business focused on gaming. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and retirement services and provides access to affiliated and third-party managers through various program structures.

James Bennett is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Bennett is a sole trustee and beneficiary of an irrevocable trust managing inherited real estate assets. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning approach includes firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.

Dane Sako is a financial advisor at OSAIC with eight years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his primary role, he provides financial advisory and investment services through several S-Corp entities, including Smart Assets of Hawaii and Special Needs Hawaii. He also participates as a playtester for video game development. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services across multiple programs. The firm employs a model-based investment process with portfolio optimization and supports various discretionary and non-discretionary strategies, distinguishing itself through its scale and complex affiliate network.

Bradley Araki is a financial advisor with LPL Financial in Honolulu, HI, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including prior roles at Commonwealth Financial Network and entrepreneurial involvement with Tsukazaki & Associates, LLC and Tao Investments Hawai'i. Outside of advising, he is also involved in managing a Navy-Marine golf course. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing models and third-party management, supported by advanced research and operational tools.