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Efrain P

Series 65, Series 63

Kalaheo, HI

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Nina A

Series 63, Series 66

Kalaheo, HI

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Victor A

Series 66

Koloa, HI

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert L

Series 63, Series 66

Kalaheo, HI

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James L

Series 63, Series 65

Koloa, HI

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dana R

Series 66

Kalaheo, HI

Edward Jones

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.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Mariko H

Series 66

Kalaheo, HI

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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