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, holding Series 63 and Series 65 designations and 21 years of industry experience. He has previously worked with firms including AE Wealth Management, Madison Avenue Securities, and Parkland Securities. Buck also serves as a board member of a local nonprofit organization. Buck Wealth Strategies serves individuals, including high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm utilizes a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and growth/value frameworks, incorporating third-party financial-planning tools and outsourcing portfolio implementation when appropriate.

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.

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.