Sayaka Glaser is a financial advisor with Eagle Strategies (New York Life) based in Honolulu, HI. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Since 2008, she has been affiliated with New York Life Insurance Co. and related entities, including Eagle Strategies since 2017. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers various program types and emphasizes customized recommendations, managing a substantial non-discretionary asset base primarily tied to insurance and annuity products.

Nickolas Locicero is a CFP® and Series 65-registered advisor with two years of industry experience. He has worked at Mercer Global Advisors Inc. since 2023 and previously spent two years at Beacon Pointe Advisors, LLC. Before entering financial advising, he held roles at DoorDash, Inc. and Instacart. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios using low-cost ETFs, index funds, separate accounts, and other vehicles, complemented by educational content, specialized services, and integrated affiliated platforms.

Jeffrey Kao is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Eagle Strategies since 2021 and maintains ongoing roles with Hicap Financial, Nylife Securities Inc., and New York Life Insurance Company. Outside of his advisory work, he is a partner in Sweet Creams, a mobile ice cream business, and serves as a board member for Junior Achievement of Hawaii, an organization focused on financial literacy education for underserved youth. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing client objectives and fiduciary duties, particularly in its work with non-discretionary assets and institutional plan sponsors.

Michael Chinen is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked with Chinen & Arinaga Financial Group since 2018 and was previously employed by DoorDash. Outside of his advisory role, he was involved with Inspire International dba Inspire Church for six years. 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 employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

John Yu is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2014. In addition to his advisory role, he is also an independent contractor involved in insurance sales outside of Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary portfolio management.

Shawn Mc Carthy is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and First Hawaiian Bank. Outside of his advisory role, he is an associate at First Hawaiian Advisors. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutional investors, offering investment management, financial and tax planning, and retirement services through both discretionary and non-discretionary strategies.

Andrea Deutsch is a financial advisor at Creative Planning with 21 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Creative Planning in 2025, she spent 11 years at Mosaic Pacific Investment Advisors LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Joel Kurata is a financial advisor with PlanMember Securities Corporation in Mililani, HI. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Barret Financial Group, American Pacific Mortgage, and Mann Mortgage, as well as operating a self-employed advisory practice. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Gerardo Panetta is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with First Command in various capacities since 2007 and serves concurrently in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers.

Bruce Fong is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and LPL Financial. In addition to his advisory work, he has been involved in property ownership and real estate management since 1997. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes various custodians and third-party managers to implement client strategies.

Nicole Stannard is a financial advisor at VALIC Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 2016. In addition to her advisory role, she is an insurance agent with Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts, leveraging technology and model solutions across its large network of advisors.

Jordan Iwasaki is a financial advisor with Integrated Wealth Concepts LLC based in Honolulu, HI. He holds a Series 66 credential and has two years of industry experience. His prior work includes roles at LPL Financial and several investment advisory firms. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

James Michishima is a CFP® with 27 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has held roles at several firms including Symetra Investment Services and Chinen & Arinaga Financial Group, and operates his own CPA practice. Michishima also lectures part-time at the University of Hawaii. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing a range of risk-based mutual fund portfolios and offering education and support through seminars and personalized planning. The firm acts as an ERISA Section 3(38) fiduciary and utilizes a top-down strategic asset allocation approach.

Taylor Wong is a Series 66-licensed financial advisor with Primerica Advisors, based in Honolulu, HI, and has 12 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory work, Wong manages multiple rental properties in Texas. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports lending and credit solutions tied to advisory accounts.

Roxanna Kiessling is a financial advisor with Primerica Advisors, holding a Series 66 credential and four years of industry experience. She has worked at Park Avenue Securities since 2021 and Guardian Life Insurance Company since 2020. Kiessling serves as Public Relations Director for the Rotary Club of East Honolulu and holds leadership roles on the boards of Na Wahine Pa'ani o Punahou and Organization of Women Leaders Hawaii. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary model portfolios, third-party investment options, and financial planning solutions. The firm supports various investment strategies and account services for individual and institutional clients.

Eric Ishikawa is a financial advisor with J. W. Cole Advisors, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with J.W. Cole Advisors and affiliated entities since 2016. Outside of his advisory role, he is also licensed as a life and health insurance agent, focusing on the solicitation and placement of non-variable insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions with discretionary and non-discretionary investment approaches.

Darin Inouye is a financial advisor with Commonwealth Financial Network based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is the owner of Nexus Trusted Advisors, LLC, operating as Wealth Strategies Group, and has been with Commonwealth and Wealth Strategies Group since 2014. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment program options and operates as a platform provider delivering technology, compliance, trading, and practice-management support to affiliated advisors.

Garth Fernandez is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has been with United Planners since 2013. In addition to his advisory role, he owns Premier Wealth Management, an insurance and financial services business, and is a licensed agent for fixed insurance products. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Jeanne Stjohn is a financial advisor at Creative Planning with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Mosaic Pacific Investment Advisors and TIAA. Creative Planning provides investment advisory and financial planning services to a diverse client base including 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

John Whalen is a financial advisor with Commonwealth Financial Network based in Honolulu, HI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2015, he has been associated with both Commonwealth Financial Network and Wealth Strategies Group. Outside of advising, he is co-owner of an entity that rents out branch office space, a non-investment related business activity. 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 delivers operations, trading, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction while offering proprietary model portfolios and various program structures.