Kaila Woo is a financial advisor with Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 65 credential and five years of industry experience. Her prior work includes roles at Andrews Advisory Associates, LLC and Madison Avenue Securities, LLC. 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 integrates third-party tools and managers to implement diversified portfolios.

Troy Wada is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at SagePoint Financial for ten years before joining Diversify Advisory Services and DFPG Investments in 2023. Outside of his advisory role, Wada serves on the fundraising committee for the Ronald McDonald House Charities of Hawaii and is a board member of the Senator Sharon Moriwaki Community Board, where he contributes to strategies addressing homelessness, affordable housing, and environmental issues. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a mix of internal models and third-party solutions across multiple platforms and investment strategies.

Steven Ludwig is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Wells Fargo, T. Rowe Price, and ADP. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, supplemented by digital automated investment options.

Michael Takazono is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, 65, and 66 licenses and 16 years of industry experience. His prior roles include positions at Ameriprise, New York Life Insurance, Eagle Strategies (NY Life), and Keene Financial Group. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and provides a range of layered investment solutions alongside digital automated ETF portfolios.

Brian Prentice is a financial advisor with Advisory Services Network, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Blue Note Hawaii and Ameriprise Financial Services, Inc. He serves on the board of a nonprofit focused on environmental awareness and sustainability education and provides tax preparation and planning services through HIFI Tax Strategies. Advisory Services Network supports individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement-plan consulting through a network of independent advisors. The firm offers tailored investment strategies across various asset classes and manages approximately $8.6 billion in client assets.

Paul Collins is a financial advisor at Impact Partnership Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Diamond Head Financial Services since 2007, where he is also involved in investment advisory and insurance sales through his sole proprietorship in Hawaii. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and businesses. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework, supported by multiple affiliated entities and platform relationships.

Benny Tran is a Series 65-licensed financial advisor with seven years of industry experience, currently with Ashton Thomas Private Wealth. He has previously worked with Shuster Advisory Group and maintains roles with Pan Pacific Partners and Kobo Wealth Conservancy, where he is involved in portfolio management and client services. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model utilizing discretionary and non-discretionary portfolio management, incorporating a range of strategies and third-party managers through its Amplify Platform.

Travis Nakamura is a financial advisor at The Strategic Financial Alliance, Inc. in Honolulu, HI, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Strategic Financial Alliance since 2009. 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 manager platforms, serving a broad client base including high-net-worth individuals.

Sheri Ann Chang Yamaguchi is a CFP® professional with 16 years of industry experience. She is currently with One Capital Management, LLC and previously spent 22 years at First Republic Investment Management. She serves as Membership Chair for Soroptimist International Hawaii, an organization focused on improving the lives of women and girls through social and economic empowerment programs. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting, utilizing a globally balanced investment approach that blends active large-cap equity management with ETFs and diversified fixed income.

Michelle Tucker is a CFP® and PFS™ with 23 years of industry experience. She is currently with Chicago Partners Investment Group LLC and has held roles at 3D Wealth Advisors, Inc. and Sterling & Tucker since 1991. In addition to her advisory work, she is involved with Sterling & Tucker, LLP, an estate planning law firm. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, and trustee services. The firm employs a long-term, diversified investment strategy and sponsors affiliated pooled investment vehicles, including private funds, distinguishing itself among multi-team advisory firms.

Curtis Whitaker is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Packerland in 2023, he worked at Saxony Securities Inc from 2015 to 2023. Whitaker is also employed part-time as a care coordinator at The Caregiver Foundation, a role he has held since 2014. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of advisors with a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop/Hilltop-cleared Envestnet platform to offer various managed account programs and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Patricia Hirata is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Us Bancorp Investments, Unionbanc Investment Services, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of her advisory role, she serves as a trustee for an investment-related LLC in Honolulu. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services with both discretionary and non-discretionary portfolio management options.

Kevin Nitta is a financial advisor at Buck Wealth Strategies, LLC with one year of industry experience and holds a Series 65 license. Prior to joining Buck Wealth Strategies, he spent 24 years at Premier Business Services and concurrently serves as Tax Director at E.A. Buck Accounting & Tax Services. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach and is notable for its use of options strategies and integration with third-party managers.

Katie Buck is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has held roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and Spc. In addition to her advisory work, she serves as CEO of 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 employs a top-down macro investment approach with tactical asset allocation and routinely utilizes options strategies and outside money managers to implement portfolios.

Paul McWilliams is a financial advisor with Inspire Advisors, LLC in Kailua, HI, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Inspire Advisors in 2020, he worked at FSC Advisor Group, FSC Securities Corporation, PlanMember Securities Corporation, and operated his own practice. Outside of advising, he is involved in several non-investment ventures including ownership of Mobile Golf Hawaii, LLC, and serves as founder and CEO of the Ministerial Housing Allowance Tracker app, which helps pastors and ministry leaders manage housing allowance records. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individuals including high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and combines various analytical methods to construct portfolios, often employing sub-advisors and offering tax mitigation and custom indexing services.

Cristopher Borden is a Series 65-credentialed financial advisor with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth and has held roles at Pan Pacific Partners, KOBO Retirement Strategies, Shuster Advisor Group, and Daniel Investment Associates. Borden is also owner and Chief Investment Officer of Kobo Wealth Conservancy, where he manages portfolios and client service. Additionally, he owns Pan Pacific Partners, providing trust and fiduciary administrative services. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and operating the Amplify Platform for back-office support and model management.

Jonathan Skedeleski is a financial advisor at Diversify Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and previously worked for the U.S. Probation Office District of Hawaii for ten years. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services with a focus on tactical diversification and individualized asset allocation tailored to client goals and risk tolerance.

Roberta Lee Driscoll is a financial advisor with The Strategic Financial Alliance, Inc. in Honolulu, HI, holding a Series 63 designation and 37 years of industry experience. She has been with The Strategic Financial Alliance since 2009 and has operated her own financial consulting and writing practice since 1988. Driscoll serves as a volunteer finance committee member and president of AOAO Ward Lanai. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, third-party manager selection and referral, financial planning, and wealth planning seminars. The firm supports both in-house portfolio management and co-advisory arrangements, with a majority of assets managed on a non-discretionary basis.

Brian Kurihara is a financial advisor with Level Four Advisory Services in Honolulu, HI, holding Series 63 and Series 66 designations and over 43 years of industry experience. He previously worked at Cantella & CO., Inc. for 17 years before joining Harbor Financial Services, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using tailored strategies supported by internal and third-party portfolio management.

Dylan Sanders is a CFP® and holds a Series 65 license. He is currently with Aprio Wealth Management, LLC and has a combined nine years of experience, including prior work at Ridout, Barrett & Co., PC. Aprio Wealth Management provides discretionary and non-discretionary advisory services to a range of clients, including high-net-worth individuals and qualified retirement plans. The firm employs various investment techniques and maintains an affiliation with a third-party pension consulting business, managing approximately $1.57 billion in assets under advisement.