Cody Momohara is a CFP® professional with 15 years of industry experience. He is currently with PlanMember Securities Corporation and Chinen & Arinaga Financial Group. His prior experience includes roles at LPL Financial, Tao Investments Hawai'i, Tsukazaki & Associates LLC, and Commonwealth Financial Network. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

Derek Tenn is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2013 and has longstanding affiliations with New York Life and related entities dating back to 1999. Tenn serves as Membership Chair for the Rotary Club of West Honolulu and as Vice Chairman of the Rotary Club of West Honolulu Foundation, which provides scholarships and community services. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis, working with a wide range of institutional sponsors within an integrated New York Life affiliate structure.

Suk In Hong is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2023, as well as non-industry experience managing Soju Bang from 2021 to 2023 and Choon Chun Chicken from 2014 to 2020. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and focuses primarily on non-discretionary assets under management within an integrated New York Life affiliate structure.

Brandon Ramos is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he served seven years in the United States Navy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

John Au 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 Securities since 2011 and has maintained a longstanding role with Chinen & Arinaga Financial Group since 1997. Outside of his advisory work, Au volunteers as an organizer for Shoebox for the Homeless at the Kaneohe Community Family Center and serves as a certified financial education presenter for National Benefit Services. 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 uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education, support, and personalized retirement planning to plan sponsors and participants.

Wai Kee Chan is a financial advisor with Independent Financial Group, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. Prior to joining Independent Financial Group in 2025, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2013 to 2025, Charles Schwab from 2006 to 2013, Hoefner & Arnett Capital Management, Inc., and DWS Investment Management Americas, Inc. He serves as a board member for the Financial Planning Association of Hawaii and Junior Achievement of Hawaii, where he participates in governance and supports financial literacy programs. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses both proprietary and third-party models with a combination of passive and active investment strategies and offers financial planning, portfolio management, and retirement plan services.

Matthew Nilsen is a financial advisor at First Command Advisory Services with a Series 66 credential and one year of industry experience. His prior experience includes service in the United States Navy from 2018 to 2025 and academic roles at Old Dominion University and The Pennsylvania State University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.

Larry Partida III is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he serves as an enlisted soldier in the Hawaii Army National Guard, specializing in communications. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves a diverse client base including individuals, retirement plans, trusts, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a proprietary direct-to-consumer program called Starlight Portfolios.

Tania Fukuda Freuler is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds the CFP® and ChFC® designations and has worked with Wahine Wealth Partners, Tania Marie Financial, and New York Life Insurance Company. She is a member of the Organization of Women Leaders (OWL) in Hawaii, a networking group for professional women. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Calvin Taketa is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Brokers International Financial Services LLC since 2011 and Beneficial Financial Group since 2003. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management strategies across various asset classes.

Johnathan Lee is an advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at Chinen & Arinaga Financial Group, Inc., PlanMember Securities Corporation, and the Bank of Hawaii. Lee also serves as a certified educator for National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while providing education and support services, including seminars and personalized retirement planning.

Mackenzie Niblack is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, Mackenzie has held various roles including self-employment as a house manager performing household tasks such as cooking, cleaning, and dog walking. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Hsu is a financial advisor with Eagle Strategies (NY Life) in Honolulu, HI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Equitable Advisors, the Prudential Insurance Company of America, and Hilton Hawaiian Village. He is also involved in insurance brokering as an owner of a firm that works with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships with third-party managers.

Timothy Blaisdell is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Blaisdell has prior experience with Waddell & Reed, Keller Williams Honolulu, and Berkshire Hathaway Home Services Hawaii Realty. He serves on the board of directors for Hawaii Dental Service and is active in real estate through TKB Property Solutions, managing property renovations and resales. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to retail clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Dorothy Grippin is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 registrations and has prior work experience with Your Exterior Pros, Moss Curtain Motors, Baldwin Legacy, Publix Supermarkets, Marriott, and the YMCA. First Command Advisory Services, Inc. serves 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Kristi Chun is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. She holds CFP® and ChFC® designations and has worked with Eagle Strategies since 2014. Chun is also the creator of a personal blog, Salt & Sand Hawaii, and volunteers to assist high school and college students with professional development. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Alan Chinen is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with PlanMember and Scarborough Alliance Group since 2011 and has operated Chinen & Arinaga Financial Group since 1992, where he serves as president and chairman. Outside of advisory work, he is involved in local nonprofit activities, including serving as a trustee for the Chinen & Arinaga Charitable Foundation and as vice chairman of The Central In Mililani Foundation. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering risk-based mutual fund portfolios. The firm supports plan sponsors and participants through education, service centers, seminars, and personalized retirement planning.

Thomas McCarthy is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting services using a variety of analytical approaches and portfolios, and operates as both a registered investment adviser and broker-dealer.

Morris Kunita is a financial advisor at J. W. Cole Advisors, Inc. with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kunita serves as president and treasurer of the Ted N. Wakida Foundation, a family 501(c)(3) nonprofit organization. J. W. Cole Advisors is a national SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives, offering portfolio management, fee-based financial planning, and multiple managed account solutions.

John Paul Abenoja is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding CFP®, ChFC®, and Series 63 designations, and has 15 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2010-2011 and operates Blue Sapphire Wealth Group. Outside of financial services, he owns and manages Plum & Azzy Shirts, a T-shirt business. Eagle Strategies serves a diverse clientele including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily through a large network of affiliated investment adviser representatives. The firm delivers tailored advice via multiple program types and focuses on non-discretionary asset management.