Michael Wheelwright is a financial advisor with Holistic Finance LLC in Ninole, HI. He holds a Series 66 designation and has three years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory work, he is president of Reorganism LLC, a consulting and media production business, and serves as an independent contract consultant assisting with student loans through Student Loan Tutor LLC. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with client-specific objectives and includes strategies such as long-term holdings, trading, model portfolios, and oversight of private placements and alternative investments.

Joy Oh is a financial advisor with Mariner, holding a Series 66 designation and 13 years of industry experience. Prior to joining Mariner in 2022, she worked at AdvicePeriod, LLC and Cetera Advisor Networks LLC. She is also a licensed real estate agent in California, primarily handling personal and family transactions. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized family office and financial wellness solutions.