Roberta Lee Driscoll is a financial advisor with The Strategic Financial Alliance, Inc. in Honolulu, HI, holding a Series 63 designation and 37 years of industry experience. She has been with The Strategic Financial Alliance since 2009 and has operated her own financial consulting and writing practice since 1988. Driscoll serves as a volunteer finance committee member and president of AOAO Ward Lanai. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, third-party manager selection and referral, financial planning, and wealth planning seminars. The firm supports both in-house portfolio management and co-advisory arrangements, with a majority of assets managed on a non-discretionary basis.

Brian Kurihara is a financial advisor with Level Four Advisory Services in Honolulu, HI, holding Series 63 and Series 66 designations and over 43 years of industry experience. He previously worked at Cantella & CO., Inc. for 17 years before joining Harbor Financial Services, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using tailored strategies supported by internal and third-party portfolio management.

Dylan Sanders is a CFP® with one year of industry experience, currently serving at Aprio Wealth Management, LLC. He previously worked for nine years at Ridout, Barrett & Co., PC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies combined with dollar-cost averaging, technical analysis, and both long- and short-term trading, while coordinating with affiliated tax professionals and maintaining ongoing account monitoring.

Enrique Che is a financial advisor at Diversify Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked at multiple firms including DFPG Investments, LLC and Sagepoint Financial, Inc. Prior to his financial advisory career, he spent over three decades at Hawaiian Electric Company. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models, third-party solutions, and investment strategies across multiple platforms.

Calvin Jones is a CFA® credentialed financial advisor with six years of industry experience, currently with First Foundation Advisors in Honolulu, HI. He has been with the firm since 2011 and also serves as an adjunct finance instructor at Hawaii Pacific University. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, using an open-architecture, multi-asset approach combined with tactical asset allocation. The firm is affiliated with FirstSun Capital Bancorp, which enables integrated banking, trust, and insurance services.

Jake Yong is a financial advisor with Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and concurrently holds roles with Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach, incorporating tactical asset allocation and options strategies, and frequently utilizes outside money managers and turnkey asset management programs.

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 at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the United States Army from 2020 to 2024. First Command Advisory Services is an SEC-registered 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 using model portfolios constructed and managed by an internal Investment Management Team and Wealth Portfolio Managers.

Austin Mau is a financial advisor with Eagle Strategies (New York Life) in Honolulu, HI, holding Series 63 and Series 65 credentials with four years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2021 and currently serves as an insurance broker for non-registered products. Eagle Strategies serves a broad client base including individuals, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

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 financial advisor with six years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company and previously worked at the Halekulani Hotel. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporations, retirement plan sponsors, and charitable organizations with brokerage and investment advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering tailored client solutions and access to proprietary and third-party investment programs.

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 at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chinen & Arinaga Financial Group since 2018. Outside of finance, he has experience with Inspire International dba Inspire Church. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment process is based on a top-down strategic asset allocation framework managing risk-based mutual fund portfolios with periodic rebalancing guided by defined strategic events.