Kevin Nitta is a financial advisor at Buck Wealth Strategies, LLC with one year of industry experience and holds a Series 65 license. Prior to joining Buck Wealth Strategies, he spent 24 years at Premier Business Services and concurrently serves as Tax Director at E.A. Buck Accounting & Tax Services. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach and is notable for its use of options strategies and integration with third-party managers.

Steve Kuriyama is a financial advisor at Parallel Advisors, LLC with 27 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Parallel Advisors since 2016. He is also involved with Kuriyama & Co. LLC, where he has worked since 1998. Parallel Advisors serves individuals—including high-net-worth clients—business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Katie Buck is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has held roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and Spc. In addition to her advisory work, she serves as CEO of 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 employs a top-down macro investment approach with tactical asset allocation and routinely utilizes options strategies and outside money managers to implement portfolios.

Cristopher Borden is a Series 65-credentialed financial advisor with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth and has held roles at Pan Pacific Partners, KOBO Retirement Strategies, Shuster Advisor Group, and Daniel Investment Associates. Borden is also owner and Chief Investment Officer of Kobo Wealth Conservancy, where he manages portfolios and client service. Additionally, he owns Pan Pacific Partners, providing trust and fiduciary administrative services. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and operating the Amplify Platform for back-office support and model management.

Jonathan Skedeleski is a financial advisor at Diversify Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and previously worked for the U.S. Probation Office District of Hawaii for ten years. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services with a focus on tactical diversification and individualized asset allocation tailored to client goals and risk tolerance.

Roberta Lee Driscoll is a financial advisor with The Strategic Financial Alliance, Inc. in Honolulu, HI, holding a Series 63 designation and 37 years of industry experience. She has been with The Strategic Financial Alliance since 2009 and has operated her own financial consulting and writing practice since 1988. Driscoll serves as a volunteer finance committee member and president of AOAO Ward Lanai. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, third-party manager selection and referral, financial planning, and wealth planning seminars. The firm supports both in-house portfolio management and co-advisory arrangements, with a majority of assets managed on a non-discretionary basis.

Brian Kurihara is a financial advisor with Level Four Advisory Services in Honolulu, HI, holding Series 63 and Series 66 designations and over 43 years of industry experience. He previously worked at Cantella & CO., Inc. for 17 years before joining Harbor Financial Services, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using tailored strategies supported by internal and third-party portfolio management.

Dylan Sanders is a CFP® and holds a Series 65 license. He is currently with Aprio Wealth Management, LLC and has a combined nine years of experience, including prior work at Ridout, Barrett & Co., PC. Aprio Wealth Management provides discretionary and non-discretionary advisory services to a range of clients, including high-net-worth individuals and qualified retirement plans. The firm employs various investment techniques and maintains an affiliation with a third-party pension consulting business, managing approximately $1.57 billion in assets under advisement.

Enrique Che is a financial advisor at Diversify Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked at multiple firms including DFPG Investments, LLC and Sagepoint Financial, Inc. Prior to his financial advisory career, he spent over three decades at Hawaiian Electric Company. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models, third-party solutions, and investment strategies across multiple platforms.

Calvin Jones is a CFA® credentialed financial advisor with six years of industry experience, currently with First Foundation Advisors in Honolulu, HI. He has been with the firm since 2011 and also serves as an adjunct finance instructor at Hawaii Pacific University. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, using an open-architecture, multi-asset approach combined with tactical asset allocation. The firm is affiliated with FirstSun Capital Bancorp, which enables integrated banking, trust, and insurance services.

Jake Yong is a financial advisor with Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and concurrently holds roles with Madison Avenue Securities and E.A. Buck Financial Services. 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, incorporating tactical asset allocation and options strategies, and frequently utilizes outside money managers and turnkey asset management programs.

Marie Iwasaki is a financial advisor with NWF Advisory Services Inc in Honolulu, HI, holding a Series 66 license and four years of industry experience. She previously worked at Royal Alliance Associates, INC. and Imperial Gallery, and also serves as an administrative assistant for David Takagi’s securities business. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary account programs through an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios.

Pamela Mah is a financial advisor with American Independent Securities Group, LLC, holding a ChFC® designation and over 21 years of industry experience. Her career includes roles at Colorado Financial Service Corporation, National Planning Corporation, and other firms dating back to 2005. In addition to her advisory work, she operates a tax practice and provides consulting through an independent insurance agency. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension plans, charities, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services.

Alan Kobayashi is a financial advisor with Centaurus Financial, Inc. in Honolulu, HI, holding Series 65 and Series 66 licenses and six years of industry experience. He has also served as managing member of KDL CPAs LLC, providing CPA services, tax preparation, and accounting. Prior to this, he worked at KKDLY, LLC for 30 years. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing various investment analyses and both discretionary and non-discretionary management approaches.

Kyle Phillips is a financial advisor with First Command Advisory Services in Aiea, HI. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he served in the United States Army from 2020 to 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centralized portfolio management and an employee-ownership structure.

Austin Mau is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and HIPac Financial. He is also licensed as an insurance broker, brokering non-registered products through outside carriers. Eagle Strategies serves a broad client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Bradford Tom is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at LPL Financial, Securities America Advisors, Inc., and Bancwest Investment Services, Inc. In addition to his advisory work, he is a licensed insurance agent offering various insurance products in Hawaii. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs a combination of firm- and third-party investment models across multiple platforms, integrating strategic asset allocation with active and passive management approaches.

Richard Pecson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Commonwealth since 2012 and also operates Pecson & Associates, LLC, a firm he established in 2013. Pecson is co-owner of WSJ Management, LLC, an entity involved in managing office expenses unrelated to investment activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers both discretionary and non-discretionary portfolio solutions and operates as a platform and back-office provider for affiliated advisors.

Michael Dodge Sr. is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior roles include positions at LPL Financial, Integrated Financial Partners, Triad Advisors, and Northwestern Mutual. Outside of financial advising, he is the owner of Kai Supply Inc. and KaiZen Energy Solutions Inc., businesses he has been involved with for over a decade. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing customized portfolios with a long-term approach while maintaining operational scale and notable policies in areas such as AI use and cryptocurrency advising.

Michael Robertson is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked at Halekulani Hotel for six years. Park Avenue Securities serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets with a broad network of advisors and provides both discretionary and non-discretionary account management options.