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 financial advisor at Buck Wealth Strategies, LLC with a Series 65 credential and three years of industry experience. Prior to joining Buck Wealth Strategies in 2022, she worked at EA Buck Financial Services, Oahu Country Club, Kahala Resort, and Morton's Steakhouse. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party tools to customize client risk profiles.

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 licenses and possessing 21 years of industry experience. His career includes roles at AE Wealth Management, Madison Avenue Securities, and Parkland Securities. He serves as a board member of a nonprofit organization in Honolulu. 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 with tactical asset allocation implemented through equities, ETFs, and fixed income.

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 financial advisor at Buck Wealth Strategies, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities, AE Wealth Management, and Parkland Securities. In addition to his advisory role, he is an insurance agent with 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 employs a top-down, macro-environmental investment approach with tactical asset allocation, primarily using equities, ETFs, and fixed income.

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 credentials and 27 years of industry experience. Hue has been with Navy Federal Investment Services since 2007 and has also worked with Navy Federal Financial Group and Navy Federal Credit Union during that time. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

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.

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 at Buck Wealth Strategies, LLC with five years of industry experience and a Series 65 credential. Prior to joining Buck Wealth Strategies, she worked at Andrews Advisory Associates, LLC and Madison Avenue Securities, LLC. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income with discretionary rebalancing.

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 designations and six years of industry experience. His prior roles include positions at Wells Fargo and T. Rowe Price. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers services including tax and impact overlays and a Private Wealth Consulting program for higher-net-worth clients.

Gene Watanabe is a financial advisor with Simplicity Wealth in Honolulu, HI, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Redhawk Wealth Advisors and Origin Financial Group LLC. Outside of advising, he works as a Group X Cycle Instructor at 24 Hour Fitness. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, offering advisory services that include financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational platforms that support 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 New York Life Insurance Company, Ameriprise, Eagle Strategies, and Keene Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers accessed via the Envestnet platform and offers overlay services and a Private Wealth Consulting program for clients with $1 million or more.