Wendy Pang is a financial advisor at Tucker Asset Management LLC and holds a Series 65 credential with two years of industry experience. Her prior work includes roles at Gibbs Wealth Management, Wealthful Financial Group, Wealthful LLC, Hawaii Mortgage Experts, National Life Group, and Honolulu Home Loans. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm uses a top-down, macroeconomic asset-allocation process and integrates alternative investments and third-party managers into its portfolios.

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.

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 Series 65-licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. She has worked at Buck Wealth Strategies since 2022, and previously held roles at EA Buck Financial Services, Oahu Country Club, Kahala Resort, and Morton's Steakhouse. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, integrating third-party tools and money managers, and is notable for its use of options strategies and selection of outside managers to implement portfolios.

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 credentials and bringing 21 years of industry experience. He has worked at multiple firms, including AE Wealth Management, Madison Avenue Securities, and Parkland Securities. Outside of his advisory roles, he serves on the board of a nonprofit organization, HCEE. 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 sector rotation, and it is noted for its use of options strategies and integration of outside money managers.

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 worked previously at firms including Equitable Advisors and Acrylic Financial, Inc. Outside of advising, he provides tax preparation services through Diamond Head Tax Group and also works as a bartender at PITCH in Honolulu. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research and integrated trading infrastructure.

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 at First Advisors National, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at The Lending Source since 1992 and currently serves as a senior loan officer at C2 Financial Corp in Honolulu. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, using third-party money managers and tactical and strategic asset allocation methodologies.

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 10 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Simplicity Wealth, he worked at Redhawk Wealth Advisors and Origin Financial Group LLC. Outside of advising, he is a Group X Cycle Instructor at 24 Hour Fitness. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers advisory services through a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside a managed account platform for advisers that integrates technology and operational support.