Andrew Burdick is the sole advisor at Burdick Wealth Management, LLC, an independent firm based in Kula, Hawaii. He holds a Series 65 designation and has 18 years of industry experience. Burdick has led his firm since its founding in 2013. Burdick Wealth Management is a fee-only, state-registered adviser serving primarily individual clients, as well as business entities, trusts, and a limited number of institutional clients. The firm focuses on individualized, long-term investing and employs a mix of fundamental and technical analysis, with the occasional use of leverage and derivatives for certain clients.

Eric Lee is a financial advisor with Lifelong Investment Management Services LLC in Wailuku, Hawaii. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Since 2011, he has been affiliated with Lifelong Investment Advisors, LLC. Outside of advisory work, he is involved with a family-run 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 employs a passive-oriented investment approach focused on broad diversification and factor exposures, implementing client portfolios through written investment policy statements and generally operating on a non-discretionary basis.

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.

Cheryl Seifert is a CFP® with 31 years of industry experience. She has been with Cavu Wealth Management since 2019 and previously worked at Capital Financial Consultants Group and Independent Financial Group. Cavu Wealth Management serves a range of clients including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary investment supervisory services and financial planning, employing a mix of asset allocation, mutual funds, ETFs, option strategies, and risk-managed implementations across its multi-office footprint.

Brian Thomas is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Southland Equity Partners since 2014 and also maintains a long-term affiliation with FSC Securities Corporation. In addition to his advisory roles, Thomas owns Fair Winds Wealth Management, where he manages client accounts. Southland Equity Partners, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, 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.

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 an investment advisor representative with Buck Wealth Strategies, LLC, holding a Series 66 designation and four years of industry experience. He is also involved with Madison Avenue Securities, LLC and has over a decade of experience in insurance sales through E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and integrates third-party tools and money managers, including the use of options strategies and model portfolios.

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 holds a Series 66 designation and has been with D.A. Davidson since 2001. In addition to her advisory role, Chilton serves as Treasurer of the Uluniu Townhouse AOAO board of directors 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 retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers comprehensive planning, equity research, and private wealth services, with distinctive involvement in municipal advisory and underwriting activities.

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.

Lane Nakashima is a financial advisor with Commonwealth Financial Network in Kahului, HI, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Commonwealth Financial Network since 2010. Outside of advisory work, he is involved in fixed insurance sales and operates the Financial Navigation Group, an entity focused on securities business conducted at his branch location. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, working with clients to implement portfolios through internal and external models.

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.

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.

Alexander Johnson is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Entertainment Partners and several financial services firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services with multiple program structures and a multi-manager platform approach.