Justin Hodges is a financial advisor with Advisory Services Network holding a Series 66 license and seven years of industry experience. Prior to joining Advisory Services Network in 2021, he worked at Madison Avenue Securities, AE Wealth Management, and several other firms. Outside of his advisory role, he owns and operates PartyTenders Events, a business focused on event planning and marketing for concerts and culinary festivals. Advisory Services Network is an enterprise firm serving individuals, families, corporations, and charitable organizations through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting, managing approximately $8.6 billion in client assets with a focus on tailored investment strategies across multiple asset classes.

Seth Flure is a financial advisor with Advisory Services Network in Honolulu, HI, holding Series 63 and Series 65 credentials. He has one year of industry experience, including prior roles at Arch Transportation and Empower Financial Services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on clients' objectives and risk tolerances.

Alan Chu is a financial advisor with Global View Capital Management LLC in Honolulu, HI, holding a Series 65 license and five years of industry experience. His prior roles include positions at Acrylic Financial, Inc., Alphastar Capital Management, LLC, and Experior Financial Group, Inc. Outside of advising, he is president of Innovation Financial Group Inc., a company offering tax, accounting, and property management services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach based on algorithmic research and offers multiple managed account options, including personalized strategies and low-cost ETF portfolios.

Daniel Ward is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously held roles at Bankoh Investment Services, Inc. and Edward Jones. Outside of advisory work, he serves as an instructor at Honolulu Community College, teaching asynchronous work-study classes related to employment at Pearl Harbor. Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Sato is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 license with five years of industry experience. His prior roles include positions at Madison Avenue Securities, LPL Enterprise, and The Prudential Insurance Company of America. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach focused on tactical asset allocation, sector rotation, and a relative growth/value framework, and is known for its use of options strategies and integration of third-party managers.

Lisa Tellio is a CFP® professional with two years of experience, currently with Chicago Partners Investment Group LLC. Her prior roles include six years at Central Pacific Bank and four years at Goodsill Anderson Quinn & Stifel. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across various asset classes.

Brandi Ayn Kamano is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 designation with seven years of industry experience. Her previous roles include positions at Madison Avenue Securities, LLC and AE Wealth Management, LLC. Kamano is also a licensed life insurance agent with E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and a relative growth/value framework, and is noted for its use of options strategies and integration of third-party money managers.

Wendy Pang is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Wealthful Financial Group, Wealthful LLC, Hawaii Mortgage Experts, National Life Group, and Honolulu Home Loans. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a variety of analytical approaches to guide allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

Richard Park is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Osaic Wealth, Sagepoint Financial, and Royal Alliance. Outside of advisory work, he assists divorcing individuals with financial scenarios through his Certified Divorce Financial Analyst practice and organizes fundraising activities for a local Spartan training group. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house management and third-party asset managers, serving a broad client base including high-net-worth individuals.

Lynn Berlenbach is a Series 65-licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. She has worked at Buck Wealth Strategies since 2022, and previously held roles at EA Buck Financial Services, Oahu Country Club, Kahala Resort, and Morton's Steakhouse. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, integrating third-party tools and money managers, and is notable for its use of options strategies and selection of outside managers to implement portfolios.

Karl Sadanaga is a financial advisor with Diversify Advisory Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at SagePoint Financial for eight years and maintains his own wealth advisory business, INPAC Wealth Solutions, providing financial planning services including life insurance, investments, retirement, and estate planning. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and consulting services. The firm employs a tactical diversification investment approach tailored to client goals and risk tolerance, offering a variety of delivery models and specialized strategies, along with flexible fee structures and ERISA discretionary plan-management services.

Kyle Shimoda is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., Guardian Life Insurance Company of America, and Park Avenue Securities. He is also an agent with INPAC Wealth Solutions, focusing on fixed life insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment instruments and platforms to tailor strategies according to client objectives.

Jeffrey Buck is a financial advisor with Buck Wealth Strategies, LLC in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at multiple firms, including AE Wealth Management, Madison Avenue Securities, and Parkland Securities. Outside of his advisory roles, he serves on the board of a nonprofit organization, HCEE. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, and it is noted for its use of options strategies and integration of outside money managers.

Megan Takagi is a CFP® professional with 13 years of industry experience, currently serving as Director of Business Development at NWF Advisory Services Inc. She has worked at NWF Advisory Services since 2017 and is also involved with Takagi & Takagi. Outside of her advisory roles, she serves on the Board of Directors for YMCA Camp Erdman and is a founding member of the Ikigai Planner Network, a group focused on values and purpose-driven business practices for Certified Financial Planners. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm operates an open-architecture Wealth Management Platform that supports strategic long-term investing as well as tactical strategies, using both in-house and third-party resources.

Scott Tusa is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Buck Wealth Strategies, LLC and has previously held roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and SPC. Tusa also operates an insurance agency, E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, incorporating options strategies and third-party money managers.

Taea Takagi Jones is a Series 66 licensed financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2012. She also operates Takagi & Takagi, a sole proprietorship involved in property, casualty, and life insurance sales. In addition to her advisory roles, she serves as a trustee on the board of the Montessori Community School, a nonprofit educational organization. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk tolerance assessments, asset allocation, and portfolio optimization, offering a range of investment products and services through a large network of financial advisors.

Matthew Mcconnell is a CFP®-credentialed financial advisor with 27 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 21 years at Ameriprise Financial Services, Inc. Mcconnell is based in Honolulu, HI. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office, trustee, and retirement-plan consulting services. The firm employs a long-term, diversified, asset-allocation investment approach that combines fundamental analysis with quantitative optimization across a range of strategies and investment vehicles.

Robin Hue is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Navy Federal in various capacities since 2007. His other business activities include ownership of inactive real estate rental property in Honolulu, HI. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan fiduciary services, utilizing third-party portfolio managers through managed advisory programs and providing both advisory and commission-based channels.

Kevyn Yonesaki is a financial advisor at Global View Capital Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. Outside of advisory roles, Yonesaki also provides tax preparation services at Diamond Head Tax Group and works as a bartender at an entertainment venue in Honolulu. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, using a model-driven approach based on technical and quantitative signals derived from its proprietary research platform.

James Lewis is a financial advisor with Legacy Wealth Management, LLC in Honolulu, HI, holding Series 63 and Series 65 credentials and eight years of industry experience. In addition to his advisory role since 2019, he has maintained a personal law practice since 1999. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.