Brad Klontz is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Occidental Asset Management, LLC in Lihue, HI. He has been involved with Coastal Clinics, Inc. for over 26 years. Occidental Asset Management, LLC is an independent registered investment adviser managing approximately $1.07 billion for around 908 clients, primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management along with wealth management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis in its investment strategies.

William Wright is a CFP®-certified financial advisor with 49 years of industry experience. He is currently with Infinity Financial Services Advisory and has also been associated with Guidance Financial Consultants, Inc. since 1982. His other business activities include involvement with fixed and life insurance through Guidance Financial Consultants. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, small businesses, and pension plans. The firm employs a range of investment strategies that combine fundamental, quantitative, technical, and modern portfolio theory approaches, serving clients through discretionary management tailored to their financial profiles.

Kyle Williams is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Abacus Wealth Partners since 2013. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, trusts, and institutional clients. The firm employs an asset-class investing approach based on academic research, using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors such as private placements and illiquid private investments.

Gordon Yee is a financial advisor with United Planners Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at SCF Investment Advisors and SCF Securities, and has been involved with his own business, Yeecorp Insurance Services, since 1987. Outside of his advisory work, he serves as chair of the Kapaa Missionary Church in Hawaii. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Efrain Padilla Jr. is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and two years of industry experience. His prior work includes roles at Empower Financial Services, Regions, Pacific Western Bank, Citibank, Xnergy Financial, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Darren Schneck is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at SCF Investment Advisors, Inc. for 11 years before joining United Planners in 2024. Outside of his advisory role, Schneck serves as president of Capital Asset Management LLC, a tax flow-through entity based in Kapaa, Hawaii. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based options through its network of 477 independent investment advisor representatives.

Tyler Yee is a financial advisor at United Planners Financial Services of America with seven years of industry experience. He holds a Series 66 designation and previously worked at SCF Securities, Inc. and Bank of Hawaii. Outside of his advisory role, he is involved in marketing through YeeCorp Financial and acts as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm emphasizes non-discretionary account management and supports advisors through limited-partnership ownership and formalized transition assistance.

Nina Alcala is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations. She has been in the industry since 2023, with prior roles in mortgage and financial services firms including Paramount Residential Mortgage Group and Wintrust Financial Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Christopher Rine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley and Cetera Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Victor Adint is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2009. Outside of his advisory role, he is involved as CEO of Adint, Ramaekers & Associates, a support company serving as an additional branch name for marketing purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling.

Christopher Miller is a CFP® professional with six years of industry experience. He is currently with Edward Jones since 2024, having previously worked at Bank of America, Merrill, and Elevations Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, access to managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Kyle Arron Morden is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His work history includes positions at Edward Jones since 2024 and prior roles in hospitality and education sectors in Hawaii and Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Irene Carter is a Series 66-licensed financial advisor with Morgan Stanley, based in Lihue, HI, and has 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nylene Numazawa is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Bankoh Investment Services, Bank of Hawaii, Raymond James Financial Services, First Hawaiian Bank, and BancWest Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Christopher Hochuli is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in long-term portfolio and liability management, focusing on identifying and reviewing investment managers used by the group. Christopher has over 27 years of experience advising high net worth clients and joined Merrill Lynch in 1996, after working with Bank of America in Honolulu. Christopher holds a Bachelor's Degree from Boston College and several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He serves clients in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. In addition to his professional work, Christopher has been involved in community organizations such as Na Kama Kai and the Trust for Public Lands. He has previously served as president of the board for the Waldorf Schools in Honolulu.

Kellyn Archer is a financial advisor at Raymond James Financial with eight years of industry experience. Prior to joining Raymond James, Archer worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and served in the Hawaii State Senate. Outside of advisory work, Archer is an associate at First Hawaiian Advisors, where responsibilities include servicing clients and supporting account management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and maintains specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Lansdell is a financial advisor with Edward Jones in Kalaheo, Hawaii, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Lansdell is also a member of The Lansdell Co LLC, a commercial real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Cindie Jones is a CFP®-certified financial advisor with 27 years of experience, currently practicing at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement in business entities such as Co Creating LLC. She is based in Lihue, HI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering access to financial planning, model portfolios, third-party asset management, and specialized institutional platforms.

David Parry is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Equitable Advisors since 2008, including a period when the firm operated as Axa Advisors. Based in Lihue, HI, his career has been focused on serving a diverse client base through this firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of investment models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Mikal Moranz is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes five years at Kauai Tent And Party Rental and four years at the University of Hawaii at Manoa. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alek Ahana is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014 and also operates Kapaa Animal Clinic, a veterinary services business he has been involved with since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Lacey Jr. is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 65 credentials. He has 27 years of industry experience, including six years with Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2024. He is the owner of OMAO WM LLC, a financial practice based in Walnut Creek, CA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm uses proprietary research, planning tools, and simulation models to develop tailored client recommendations.

Marsha Mc Cubbins is a ChFC® and Series 66 credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is a limited liability partner in a commercial leasing business in Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers additional services such as trust options and securities-based lending.

Dana Reese is a financial advisor with Edward Jones in Kalaheo, HI, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2021, Dana worked at IBM for 18 years and has held various roles including positions at the Department of Education and Kauai Community College. Outside of work, Dana has been involved with Koloa Missionary Church and volunteer activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, managing approximately $1.01 trillion in assets under management.

Mariko Harper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2024, she held roles at Bank of Hawaii and various real estate-related positions, including timeshare resales. She was also involved in operating a real estate business focused on timeshare resales in Hawaii. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.