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 at Navy Federal Investment Services, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked previously at firms including New York Life Insurance Company, Ameriprise, and Eagle Strategies. 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 through managed advisory programs and third-party portfolio managers. The firm combines advisory and commission-based channels supported by a credit-union-affiliated infrastructure and provides layered investment solutions including unified managed accounts and automated ETF portfolios.

Brian Prentice is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 12 years of industry experience, including roles at Blue Note Hawaii and Ameriprise Financial Services. Outside of his advisory work, he serves on the board of directors for an environmental nonprofit focused on sustainability education and also provides tax preparation and planning through a separate business. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a variety of securities and third-party managers tailored to clients’ objectives and risk tolerances.

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.

Paul Collins is a financial advisor at Impact Partnership Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Diamond Head Financial Services since 2007, where he is also involved in investment advisory and insurance sales through his sole proprietorship in Hawaii. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and businesses. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework, supported by multiple affiliated entities and platform relationships.

Benny Tran is a Series 65-credentialed financial advisor with seven years of industry experience. He is currently with Ashton Thomas Private Wealth and has previously worked at Shuster Advisory Group, Pan Pacific Partners, and Kobo Wealth Conservancy. Tran has also held analyst roles focusing on portfolio management and client services. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm utilizes a diversified investment approach that includes mutual funds, ETFs, independent managers, and sub-advisers, along with strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.

Warren Baba is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has been affiliated with Mutual of Omaha and its Investor Services division for over 30 years. He is based in Honolulu, HI, and his business activities include life insurance, health insurance, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients, including retirement plans, using managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of financial planning and investment solutions.

Phillip Tsang is a financial advisor with Mutual of Omaha Investor Services, Inc. in Honolulu, HI. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Mutual of Omaha and its Investor Services division since 2011 and 2012, respectively. Tsang is also licensed as an insurance agent for life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and retirement plan consulting. The firm primarily delivers solutions through partnerships with third-party money managers and platforms such as Envestnet, serving both non-high-net-worth and high-net-worth clients.

Travis Nakamura is a financial advisor at The Strategic Financial Alliance, Inc. in Honolulu, HI, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Strategic Financial Alliance since 2009. 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 manager platforms, serving a broad client base including high-net-worth individuals.

Sheri Ann Chang Yamaguchi is a CFP® professional with 16 years of industry experience. She is currently with One Capital Management, LLC and previously spent 22 years at First Republic Investment Management. She serves as Membership Chair for Soroptimist International Hawaii, an organization focused on improving the lives of women and girls through social and economic empowerment programs. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting, utilizing a globally balanced investment approach that blends active large-cap equity management with ETFs and diversified fixed income.

Michelle Tucker is a CFP® and PFS™ with 23 years of experience in financial advising. She has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 13 years at 3D Wealth Advisors, Inc. Additionally, she is involved with Sterling & Tucker, LLP, an estate planning law firm where she meets with existing clients outside of market hours. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, and business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative methods across various investment vehicles.

Curtis Whitaker is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Packerland in 2023, he worked at Saxony Securities Inc from 2015 to 2023. Whitaker is also employed part-time as a care coordinator at The Caregiver Foundation, a role he has held since 2014. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of advisors with a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop/Hilltop-cleared Envestnet platform to offer various managed account programs and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Patricia Hirata is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Us Bancorp Investments, Unionbanc Investment Services, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of her advisory role, she serves as a trustee for an investment-related LLC in Honolulu. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services with both discretionary and non-discretionary portfolio management options.

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 CFP® and ChFC® with 27 years of industry experience. He has worked at Parallel Advisors, LLC since 2016 and previously operated Kuriyama & Co. LLC for 18 years. He is based in Honolulu, HI. Parallel Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, 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.

Paul McWilliams is a financial advisor with Inspire Advisors, LLC in Kailua, HI, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Inspire Advisors in 2020, he worked at FSC Advisor Group, FSC Securities Corporation, PlanMember Securities Corporation, and operated his own practice. Outside of advising, he is involved in several non-investment ventures including ownership of Mobile Golf Hawaii, LLC, and serves as founder and CEO of the Ministerial Housing Allowance Tracker app, which helps pastors and ministry leaders manage housing allowance records. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individuals including high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and combines various analytical methods to construct portfolios, often employing sub-advisors and offering tax mitigation and custom indexing services.

Cristopher Borden is a financial advisor at Ashton Thomas Private Wealth with 20 years of industry experience and holds a Series 65 credential. Prior to joining Ashton Thomas in 2025, he held roles at several firms including Pan Pacific Partners, KOBO Retirement Strategies, and Shuster Advisor Group. He is also the owner and Chief Investment Officer of Kobo Wealth Conservancy, LLC, a registered investment advisor. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting. The firm employs a platform model with access to third-party managers and uses a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

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.