Jake Yong is a financial advisor at Buck Wealth Strategies, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and AE Wealth Management. Jake is also affiliated with E.A. Buck Financial Services, where he serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a top-down macro investment approach that includes tactical asset allocation and sector rotation, and is noted for its use of options strategies and coordination with outside money managers.

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.

Mel Hertz is a financial advisor with The Strategic Financial Alliance, Inc. in Kailua, HI, holding a Series 63 designation and bringing 46 years of industry experience. He has worked at The Strategic Financial Alliance since 2003 and previously operated The Retirement Coach from 1999 to 2023. The Strategic Financial Alliance serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers portfolio management, financial planning, third-party manager selection, and subscription advisory services, utilizing customized strategies through its Strategic Choice programs and a blend of asset classes and third-party managers.

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.

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.