Charles Carroll is a Series 66-licensed advisor with American Independent Securities Group, LLC. He has been with the firm since 2025 and has over 25 years of experience as an insurance agent with RTEA Corporation. Outside of advisory work, he provides bookkeeping services through a separate business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs an open-architecture investment approach and manages the majority of assets on a non-discretionary basis.

Jason Konno is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2017 and was previously with Mutual of Omaha Insurance Company starting in 2016. In addition to his advisory role, he is licensed as an insurance agent for life, health, and property/casualty insurance lines. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, while operating alongside affiliated broker-dealer and insurance businesses.

Kaponotuitalau Faitau is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of financial advising, he is the CEO of Pacific Island Cleaning, LLC, a commercial and residential cleaning business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Jeffrey Sadino is a financial advisor with Victory Financial in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Equitable Advisors, LLC and AXA Advisors, LLC. He is also involved in the sale of fixed and traditional insurance products through affiliated agencies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Mary Meyer is a Series 65-licensed financial advisor with 27 years of industry experience. She has worked at Parallel Advisors, LLC since 2016 and has been with Kuriyama & Co. LLC since 1998. Based in Honolulu, HI, Mary serves a diverse client base through these firms. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies incorporating fixed income, mutual funds, ETFs, and independent managers, with an emphasis on tax-efficient rebalancing and portfolio diversification.

Claudia Moreno is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Buck Wealth Strategies, LLC in Kapolei, HI. Her prior roles include positions at One Team One Fight Financial Group and First Command Advisory Services. She is also active with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation with sector rotation, and offers customized client portfolios based on quantified risk assessments.

Nicholas Roth is a CFP®-designated financial advisor with six years of industry experience, currently with Buck Wealth Strategies, LLC in Honolulu, HI. His prior experience includes roles at Bankoh Investment Services, The Strategic Financial Alliance, Inc., and Westpac Wealth Partners. Outside of finance, he is involved with 1311 Catering / Memories. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation, utilizing equities, ETFs, and fixed income.

John Kwee is a CFP® professional with 38 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. He has held roles at firms including SAGEPOINT FINANCIAL and OSAIC. Outside of his advisory work, he serves as a board member and officer for Christian in Real Estate, a nonprofit organization based in Honolulu. 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 both internal models and third-party solutions across multiple platforms, offering services such as portfolio management, retirement plan consulting, and multi-family office support.

Christian Park is a financial advisor at Kingswood Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Park is a sponsored athlete for Unifoil, promoting sports equipment and participating in races. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm offers tailored portfolio management and financial planning using an open-architecture approach with ongoing due diligence of third-party managers.

Grant Jones is a financial advisor with NWF Advisory Services Inc in Honolulu, HI, holding a Series 66 credential and seven years of industry experience. He has worked at Takagi & Takagi and Royal Alliance since 2019 and previously spent 11 years with REC Solar Commercial Corporation. Outside of his advisory role, he operates a sole proprietorship providing life insurance quotes and application assistance. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs an open-architecture wealth management platform combining advisor-managed and third-party model portfolios, with a focus on strategic long-term investing alongside tactical strategies.

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 credential with five years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC, LPL Enterprise, and The Prudential Insurance Company of America. In addition to his advisory work, he has been involved in insurance sales through E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation with sector rotation and applies third-party tools to customize client risk profiles.

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.

James Heidt is a financial advisor at Archer Investment Corporation with one year of industry experience. He holds a Series 65 designation and has prior experience at Burril CPA and Accumulus Advisors. He also manages the Heidt Family Educational Trust, a role he has held since 2014. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers a range of services from comprehensive financial assessments and custom portfolio management to model-based strategies utilizing mutual funds and ETFs.

Brandi Ayn Kamano is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at Buck Wealth Strategies since 2022 and has prior experience with Madison Avenue Securities, AE Wealth Management, and other firms. Kamano is also a licensed life insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and retirement plans with discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and offers comprehensive retirement plan advisory services.

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.

Daniel Cronin is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has prior experience at CoreCap Advisors, Financial Advocates Investment Management, and LPL Financial. He is also the owner of Lifestyle Wealth Management, LLC, where he is involved in insurance, long-term care, and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analyses.