Aaron Kim is a financial advisor at First Advisors National, LLC in Honolulu, HI, holding a Series 65 designation with one year of industry experience. Prior to joining First Advisors National in 2026, he worked as an independent insurance agent and has experience in various roles including positions at Universal Retirement, Pacific Honda, Coldwell Banker, and Hawaii Voice KTV. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets, focusing on third-party money manager selection and oversight, along with advice on individual equities, ETFs, and mutual funds.

Michael Marcum is a financial advisor with First Advisors National, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at The Lending Source since 1992 and serves as a Senior Loan Officer at C2 Financial Corp in Honolulu. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm emphasizes the use of third-party money managers and employs tactical and strategic asset allocation methodologies in managing client portfolios.

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.

Gene Watanabe is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Simplicity Wealth, he worked at Redhawk Wealth Advisors and Origin Financial Group LLC. Outside of his advisory work, he is a group cycling instructor at 24 Hour Fitness. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to managed account platforms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, complemented by independent managers and various overlays such as tax optimization, while providing technology and operational support to other advisers.

Strahil Iskrov is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and one year of industry experience. He is also the owner of Cool Stone LLC, a tile contracting business specializing in residential and commercial installations. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

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.

Joanna Amberger is a CFP® professional with 19 years of industry experience, currently serving at Continuum Advisory, LLC. She has worked at firms including 3FG Law, LLC, where she is an owner and member providing estate planning legal services, as well as Advocacy Wealth Management and Triad Advisors. In addition to her financial advisory work, she is involved with 3FG Law, LLC as an estate planning attorney. Continuum Advisory, LLC serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management. The firm integrates various professional services among its advisors and emphasizes a collaborative approach supported by centralized technology and investment platforms.

David Takagi is a financial advisor with NWF Advisory Services Inc based in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1997 and has been associated with Transamerica Occidental Life and Occidental Underwriters of Hawaii since 1975. Outside of his advisory role, he serves on the boards of the Hawaii Opera Theater and the Friendship Garden Foundation, and he is involved in property management and council activities at the Church of the Crossroads. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm operates an open-architecture Wealth Management Platform that incorporates advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

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.

Warren Baba is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has been affiliated with Mutual of Omaha and its Investor Services division for over 30 years. He is based in Honolulu, HI, and his business activities include life insurance, health insurance, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients, including retirement plans, using managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of financial planning and investment solutions.

Phillip Tsang is a financial advisor with Mutual of Omaha Investor Services, Inc. in Honolulu, HI. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Mutual of Omaha and its Investor Services division since 2011 and 2012, respectively. Tsang is also licensed as an insurance agent for life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and retirement plan consulting. The firm primarily delivers solutions through partnerships with third-party money managers and platforms such as Envestnet, serving both non-high-net-worth and high-net-worth clients.

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.