Regan Yamada is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hawaii State Federal Credit Union and CUSO Financial Services, Lp. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party managers.

Crystal Bossola is a financial advisor with Edward Jones in Waipahu, HI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Right Now Mortgage LLC and has held roles in education and entrepreneurial ventures, including operating a small business and participating in charter school programs. She is also the vice president of Holoholo Screens Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs with a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Kevin O'Keefe is a financial advisor with Edward Jones in Kapolei, HI, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as a member of a cabinet advisory group supporting the Republic of the Marshall Islands government on fiscal reform and governance procedures related to the Compact Management Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a wide range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Kamalu Kaluhiokalani is a Series 66-licensed financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial and First Hawaiian Bank, where he serves as a Wealth Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Michael Horton is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Hawaii State Federal Credit Union, Raymond James Financial Services, and First Hawaiian Bank. Outside of his advisory roles, he was involved with Windward Football Club for two years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Paul Feagles is a Series 66-licensed financial advisor currently with LPL Financial. He has been with LPL since 2025 and has prior experience at Pearl Hawaii FCU. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

Matthew Wong is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 credential. He has worked at LPL Financial since 2011, with additional experience at Cetera Investment Services, American Savings Bank, and Ameriprise. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Richard Pinto is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at OSAIC, SagePoint Financial, VSR Financial Services, and Insphere Securities. Outside of advising, he is involved in several business ventures, including Trusted Auto Group and Trusted Advisors Group Hawaii, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Shane Shimatsu is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he has a non-operational association with the Hawaii Rush Soccer Club in Aiea, HI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services, supported by a large nationwide network of advisors and branch offices.

Rikiann Chow is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked with Cetera since 2017 and was previously with LPL Financial from 2011 to 2017, as well as American Savings Investment Services since 1997. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to various program structures and third-party managers.

Geoffrey Hemenway is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Bankers Fidelity Life Insurance Company, and Avantax Advisory Services. He is also involved in tax preparation and accounting through Hemenway Associates, Inc., a CPA-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of advisory strategies.

Paul Shoji is a financial advisor with Cetera in Mililani, HI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones and Bank of Hawaii. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and both affiliated and third-party managers.

Andrei Ichinose is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at American Savings Bank, Cetera Investment Services, Bankoh Investment Services, and Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its large advisor and branch network and offers services under a fiduciary standard.

Carissa Chang is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she has worked in various capacities including as a Service Specialist and at First Hawaiian Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers non-discretionary, tailored investment consulting using risk profiling and analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Eric Awa is a financial advisor with Edward Jones in Kaneohe, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Foss Maritime/Young Brothers Ltd for 13 years. He also owns Poly Projects LLC, a fishing wholesale business, which he plans to resume when he acquires a new boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies, supported by a large nationwide network of advisors and branch offices.

Joel Ballou is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Alaska Earth Sciences, Rei, and Vertex Tower Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Caleb Garcia is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and positions in education at Hanalani Schools and Pearlridge Elementary. Outside of finance, he has experience with Town and Country Surf and Pai Honolulu. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering diversified model-based investment strategies supported by third-party asset managers and custodians.

Sade Mizusawa is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to her current role starting in 2019, she worked at Sacred Hearts Academy and had brief involvement with Bubbies Homemade Icecream. Outside of advisory work, she is involved in business activities related to Primerica Mortgage, home security referrals, and operates Empowered Capital Strategies, LLC for Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, employing model-delivery strategies supported by third-party asset managers and custodians to provide a range of investment approaches.

Ronald Gregorio is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 21 years of industry experience. He has worked with First Hawaiian Advisors and First Hawaiian Bank since 2011, serving as a wealth advisor focused on investment, insurance, and retirement planning. Gregorio is also a board member and head of the finance committee at Mental Health Kokua, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized municipal and SIMPLE IRA advisory programs.

Andrew Pike is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Cambridge since 2010. Outside of his advisory work, he serves on the advisory board of the National Christian Foundation Hawaii and holds leadership and board roles with New Hope Christian Fellowship and New Hope O'ahu. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and platform options.