John Keene is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. He has worked with Eagle Strategies, Keene Financial Group, NYLIFE Securities, and New York Life Insurance Co. Keene serves as a board member for Family Programs Hawaii, a nonprofit focused on supporting youth and families in the child welfare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types tailored to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Tyler Luke is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Tyler has been with Eagle Strategies since 2026 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2015. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives and Plan Sponsor criteria.

Shaun Hamada is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Eagle Strategies since 2022 and operates Hamada Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. He is also involved in insurance brokering and is a shareholder in a life insurance reinsurance company. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Peter Eddy is a financial advisor at Empower Advisory Group with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Investment Management Services and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Derrick Kim is a financial advisor with Centaurus Financial, Inc. in Honolulu, HI, holding a Series 66 credential and 18 years of industry experience. He previously worked at Hornor Townsend & Kent Inc. and has been associated with Penn Mutual Life Insurance Co. since 2009. Outside of his advisory role, Kim is the owner and manager of Linda Kim Studios LLC, a business providing piano instruction. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized advisory services through a mix of discretionary and non-discretionary arrangements, employing fundamental, technical, and both bottom-up and top-down investment analyses.

Christine Medeiros is a financial advisor with Eagle Strategies (New York Life) based in Honolulu, HI, holding the CFP® and CFA® designations and over 14 years of industry experience. She has been with Eagle Strategies since 2015 and concurrently affiliated with New York Life and Nylife Securities since 2014. Medeiros serves on the board of the CFA Society of Hawaii focusing on women in finance and volunteers with the CFP Board’s Disciplinary and Ethics Commission and Appeals Commission. In addition, she mentors students in a local elementary school robotics team and participates in school community and PTA activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers tailored advice via multiple program types and manages the majority of its assets on a non-discretionary basis, serving a diverse client base including plan sponsors and charitable organizations within an integrated New York Life affiliate structure.

Gordon Asahara is a financial advisor at Centaurus Financial, Inc. in Honolulu, HI, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2016. He also manages Asahara Financial Group LLC, an independent firm offering fixed life insurance and long-term care products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm utilizes a variety of investment approaches through its CLASSIC Plus platform and offers both discretionary and non-discretionary portfolio management options.

Victoria Whalen is a financial advisor with Commonwealth Financial Network in Honolulu, HI, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Commonwealth Financial Network since 2021, Wealth Strategies Group - Altres since 2019, and Yelp from 2016 to 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Cody Ferrell is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TIAA and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alan Tran is a Series 66 licensed financial advisor with 25 years of industry experience. He has been with Commonwealth Financial Network and Wealth Strategies Group since 2015. Outside of advising, he is involved in fixed insurance sales as an agent under the Wealth Strategies Group name. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios and various program structures.

Giovanni Chau is a financial advisor at First Command Advisory Services holding Series 65 and Series 63 licenses. He has seven years of prior experience in the U.S. Air Force and has been with First Command Advisory Services and related entities since 2025. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and preapproved third-party managers.

Layne Takayama is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at PlanMember since 2011 and has served as Vice President and Treasurer on the board of Chinen & Arinaga Financial Group since 1995. He is also a certified educator with National Benefit Services, providing financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering comprehensive education and support services to plan sponsors and participants.

Rylen Yamamoto is a financial advisor with Integrated Wealth Concepts LLC in Honolulu, HI, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior firms include LPL Financial, Triad Advisors, and Resources Investment Advisors. He is involved with Retirement DNA, an ongoing business activity since 2018. 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 offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.

Yvonne Rubillos is a financial advisor with First Command Advisory Services in Aiea, HI, holding Series 65 and Series 63 licenses. She has one year of industry experience, including roles at First Command Insurance Services and First Command Brokerage Services. Prior to entering the financial industry, she worked for nine years at University Hospital Regensburg. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Arakaki is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PlanMember since 2011 and also operates with Chinen & Arinaga Financial Group since 2006. Outside of his advisory work, he participates in the HMSA Quest caregiver program, providing childcare for a disabled child. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual-fund portfolios and provides extensive education and support services to plan sponsors and participants.

Martin Arinaga is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has served as a senior vice president and board member of Chinen & Arinaga Financial Group since 1992 and manages CAFG LLC, a commercial office leasing business. Additionally, he is actively involved in nonprofit work as president of the Central Oahu Senior Day Care Center and serves on the board of Walk with a Doc Oahu, a health-focused organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios tailored from conservative to aggressive risk profiles while offering education and support services to plan sponsors and participants.

Joseph Appolito is a CFP® certificant with 54 years of industry experience, currently serving at United Planners Financial Services of America. He has held prior roles at Appolito and Associates Wealth & Retirement Planning, Commonwealth Financial Network, and Ameriprise Financial Services. Outside of advisory work, he is a co-owner of Charter Resources, Inc., a private company managing a family trust account, and works as a consultant in timeshare cancellations. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients, offering advisory and brokerage services primarily on a non-discretionary basis.

Aran Hiromoto is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PlanMember since 2011 and is also vice president of Chinen & Arinaga Financial Group, where he has been involved since 1997. Hiromoto participates as a certified educator with National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

Heidi Cregor is a financial advisor with J. W. Cole Advisors, Inc. in Honolulu, HI, holding a Series 66 designation and 25 years of industry experience. She has been affiliated with Financial Architects of Hawaii and related entities since 2013. Outside of advising, she serves as a board member of Halekipa Inc., a nonprofit focused on social services for homeless youth, and holds a national associate governor position with the Kerry Blue Terrier Club of the U.S.A. J. W. Cole Advisors operates through a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management, employing a range of investment strategies and digital advice platforms.

Michael Green is a CFP® professional with eight years of industry experience. He is currently an advisor at Creative Planning and has held prior roles at 3.21 Financial Planning LLC, Creative Planning, Inc., Homrichberg Wealth Management, and Truepoint Wealth Counsel. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a centralized investment infrastructure.