Jo Ann Fujii is a financial advisor at Stadia Financial LLC with one year of industry experience. She holds a Series 65 designation and has a background that includes roles at Baxter Healthcare and ICU Medical. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, managing diverse portfolios on a discretionary basis and offering a range of wealth management and planning services.

Beata Tou is a financial advisor at Stadia Financial LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles in hospitality and staffing companies. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth management, financial and estate planning, and related services. The firm’s investment approach emphasizes capital preservation and incorporates multiple analytical methods to construct diversified portfolios.

Stacy Sheetz is a Series 65-licensed financial advisor with one year of industry experience. She is currently with Stadia Financial LLC and previously worked at Provident Trust Group and Polycomp Administrative Services. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a multi-faceted investment approach and offers discretionary investment management combined with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services.

Ken Steria is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Stadia Financial LLC. His prior experience includes a long tenure at The Vanguard Group and roles at Northwestern Mutual Wealth Management Company and other firms. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth planning, tax strategy, insurance advice, and trust services. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis in portfolio construction.

Kari Clark is a financial advisor at Stadia Financial LLC with five years of industry experience. She holds the Series 63, 66, and 65 licenses and previously worked at Stadia Capital Group, LLC and Kuliaikanuu Inc. Clark also serves as Director of Operations at Stadia Capital Group, LLC, where she handles operations, payroll, and accounting. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation and employs a multi-faceted investment approach including public equities, fixed income, ETFs, and alternatives, with discretionary management and periodic portfolio reviews.

Brett Kennelly is a financial advisor at Stadia Financial LLC with one year of industry experience. He holds a Series 65 credential and has been involved in management roles at Stadia Capital Group, LLC and Kolea Management Services, LLC since 2017. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, offering discretionary investment management alongside wealth management and comprehensive financial planning services.

John Shepherd is a financial advisor at Stadia Financial LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Kohala Brokers and Green Acres Elementary School. Shepherd is also involved in Shepherd Franchise Ventures, an entrepreneurial activity he has maintained since 2013. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm combines macroeconomic, fundamental, technical, and behavioral analysis to construct portfolios emphasizing capital preservation and offers a range of wealth management and planning services.

Cade Cherry is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2024, he worked for Pacific Life from 2010 to 2024. Outside of his advisory role, he is involved in a family business partnership that manages financial responsibilities for his mother’s household. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies and affiliated investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities including trust services and securities-based lending.

Michael Foreman is a financial advisor with Raymond James & Associates in Kamuela, HI, holding Series 63 and Series 65 designations and possessing 47 years of industry experience. Prior to joining Raymond James in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. He serves as a board member for the Kohala Waterfront Homeowners Association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Robert Kennedy is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Andrew Spitz is a financial advisor with Ameriprise in Kamuela, HI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeff Hoyer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been affiliated with Primerica in various capacities since 2013. Outside of his advisory work, he plays guitar as a part-time activity and also works as a part-time driver for a rideshare service. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Rosalind Wright is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Cetera and its affiliated entities since 2013. Outside of her advisory work, she co-chairs local community efforts in Kamuela, Hawaii, overseeing clubhouse maintenance and organizing social events that include educational lectures on local history. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through an extensive network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Scott Draper is a financial advisor with Primerica Advisors in Layton, Utah. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to rejoining Primerica Advisors in 2024, he was retired from 2011 to 2023 and has been associated with Primerica Life Insurance since 2023. Outside of advisory work, he is involved in the sale of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options under a wrap-fee structure.

James Wilson is a financial advisor with RBC Capital Markets in Kamuela, Hawaii, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked for 17 years at UBS Financial Services Inc. before joining RBC in 2026. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and implements tailored strategies through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Richard Jeffery is a CFP® professional with 51 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products, life, and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.