Jennifer Macedo is a CFP® certificant with six years of industry experience, currently serving as the sole advisor at Front Street Financial in Lahaina, HI. She previously worked at Equity Advisors of Kentucky for nine years before founding her firm in 2021. Macedo serves on the board of the Guilliom Family Foundation, a nonprofit organization, and owns a separate business, Jennifer Macedo LLC. Front Street Financial provides financial planning and investment management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes a long-term, asset-allocation approach using fundamental analysis and modern portfolio theory, primarily offering non-discretionary portfolio management and utilizing third-party tools for held-away accounts and specialized strategies.

Eric Lee is the sole advisor at Lifelong Investment Management Services LLC in Wailuku, HI, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Lifelong Investment Advisors, LLC since 2011 and has been a licensed individual insurance agent since 2009. Outside of advising, he is minimally involved in a rental property business managed by his wife. Lifelong Investment Management Services provides investment management, personalized financial planning, investor coaching, and solicitation of third-party money managers to individuals, retirement plans, trusts, small businesses, and charitable organizations. The firm uses an institutional, passive-oriented investment approach focused on broad diversification and factor exposures, generally operating on a non-discretionary basis with client approval required before trades.

Sarah Bredhoff is a financial advisor at The Rice Partnership, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with The Rice Partnership since 2016. The Rice Partnership, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations. The firm offers customized portfolios managed on a discretionary basis, combining a tax-aware, low-turnover U.S. equity core with active fixed-income management and global exposure through low-cost ETFs.

Michael Ottman is a CFP® with 30 years of industry experience, currently serving at Spectrum Asset Management Inc since 2013. He holds a Series 63 license and also works as a life and long-term care insurance agent in Paia, Hawaii. Spectrum Asset Management oversees approximately $640 million for around 305 clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a blend of fundamental, technical, and cyclical analysis through model portfolios tailored to client objectives, with a focus on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.

Gayle Long is a financial advisor at Southland Equity Partners, LLC with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corporation and OSAIC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Arthur Austin is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Buck Wealth Strategies since 2022 and has experience with AE Wealth Management and Madison Avenue Securities. He is also involved in insurance sales and services through E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach, focusing on tactical asset allocation and sector rotation through equities, ETFs, and fixed income.

Theodore Stiller is a Series 66-licensed financial advisor with 18 years of industry experience. He is affiliated with Primerica Advisors and has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he serves as a director for both the Maui Chamber of Commerce and the J Walter Cameron Center. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies alongside financial and business consulting.

Stephen Cutillo is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Equitable Advisors, AXA-ADVISORS, LLC, Guardian Life Insurance Company, and Park Avenue Securities. Outside of finance, he works as a tour guide for a recreational outrigger canoe company in Maui. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary account management.

Brandon Luke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth Financial since 2010. Outside of his advisory role, he is the owner and president of Luke & Co. LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a variety of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management.

Sarah Chilton is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She has been with the firm since 2001 and holds a Series 66 designation. Outside of her advisory role, she serves as treasurer on the board of directors for the Uluniu Townhouse AOAO and owns a commercial fishing business in Kihei, HI. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Joshua Dutcher is a financial advisor with Primerica Advisors, holding a Series 66 credential and five years of industry experience. His work history includes roles with Guardian Life Insurance Company and Park Avenue Securities. Dutcher has also operated a small insurance business outside of Guardian. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Marvin Baysa is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Kahului, HI, and has 16 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also associated with Agia. Outside of his advisory role, he owns MJB LLC, a small business focused on minor home interior repairs and renovations. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and serving a broad client base through a large network of advisors.

John Biegel is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual. His background includes teaching roles at Texas State University, Lake Travis High School, and Seabury Hall. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

Joel Rand is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with HighTower Securities, LLC and Hightower Advisors since 2016. Outside of his advisory role, he is a member of the Rotary Club of Kahului. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Richard Jones is a financial advisor at Benjamin F. Edwards & Company, Inc. with 53 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Lane Nakashima is a financial advisor with Commonwealth Financial Network in Kahului, HI, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Commonwealth since 2010. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Alice Mcdermott is a CFP® with 17 years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2018, following a 21-year tenure at Financial & Investment Management Group, Ltd. Outside of her advisory role, she serves as Secretary for Keawala'i Congregational Church in Kihei, Hawaii. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

John Kevan is a financial advisor with NewEdge Advisors, holding a Series 65 credential and 12 years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at Mission Trails Financial for 10 years and has been involved with Pohaku Kai Consulting LLC since 2008. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing a variety of investment approaches and regular portfolio reviews.

James Dvorak is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he is President of MIH Corp., an S corporation based in Wailuku, HI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,700 financial advisors.

George Jansen is a financial advisor with Edward Jones in Kihei, HI, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including over two decades with Edward Jones since 2004. 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 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 advisors and branches.