Andrew Robinson is the sole advisor at Robinson, Andrew, a state-registered independent firm. He holds Series 65 and Series 63 licenses and has experience in agriculture and public finance, including eight years with Robinson Family Farms LLC and a year with the Hawaii Department of Agriculture. He also worked at Northwestern Mutual in investment services and life insurance. Robinson, Andrew offers discretionary portfolio management focused on active, systematic, short-term trading using AI-assisted technical analysis of large-cap stocks and ETFs. The firm serves individual and high-net-worth clients, executing algorithmic strategies under discretionary authority with an emphasis on real-time signals and avoiding intentional sales at a loss.

Steven Nakao is the sole advisor at Aloha Wealthcare Management, LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been involved with Net Hawaii, Inc. since 1995, where he serves as a pension administrator providing third-party pension plan services. Aloha Wealthcare Management offers investment advisory, financial planning, and consulting services to individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a non-discretionary investment approach that integrates fundamental, technical, and cyclical analysis with an emphasis on long-term asset allocation and periodic portfolio reviews.

We focus on providing honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life. We are comprised of our CEO who is a CPA/PFS, CFP and have psychologists on board for financial and life coaching to accompany our technical advising. Our founder, Abel Soares III, had the vision to build a group of member firms where he would be able to share and utilize his knowledge to give back to those trying to better themselves and their lives. As a devoted husband and proud father of two boys, Abel set out to start a business where he could build a legacy for his family and be available for his family and clients. Abel is part Native Hawai'ian; and he grew up in Southern California, Idaho, and Oahu, Hawai'i. Abel obtained his Masters in Accounting Taxation from Boise State University and went on to work for regional and international CPA and Consulting firms for over 5 years. In these roles, he learned a great deal about various types of business models, industries and the secrets to success. He started his own successful tax and consulting business after obtaining his CPA (Certified Public Accounting License), and soon after discovered his true passion in personal financial planning. After a total of 8 years in the accounting and financial arena, his vision began to grow on how he could best serve clients. Once he obtained his CFP (Certified Financial Planner) and PFS (Personal Financial Specialist) designations, his vision for Hui Malama Advisors LLC and the member firms started coming into focus. Along the way, he noticed that the biggest factor of effective financial management, outside of being educated about finances, was the individual's mindset. This meant that someone with expertise in addressing the human psyche was necessary to provide a more holistic approach to financial planning. Abel set out to find business partners who could help him turn his dreams into a reality. He naturally started with his best partner of all – his wife, Sadé - who is currently completing her doctoral degree in clinical psychology. Together, they made Abel’s vision a reality by incorporating both financial and life coaching; and Hui Malama Advisors LLC was born. Abel has paved his own path into the world of entrepreneur-ism and has also invested in other businesses. He looks forward to using his years of experience in financial planning, consulting, and accounting to assist you in living your most abundant life through The Hui Malama Advisors LLC member firms.

Nathan Graves is a financial advisor at Kipos Wealth with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill and State Farm VP Management Corp from 2015 to 2023. Graves also operates as an insurance agent, offering insurance products to firm clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including alternatives and sophisticated instruments, and manages both discretionary and non-discretionary accounts.

Benjamin Kaplan is a financial advisor at Forthright Capital with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services and related entities. Kaplan is also the founder of AOK Tickets LLC, a business involved in facilitating the transfer of concert tickets and entertainment passes. Forthright Capital Advisory is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and using outside managers when appropriate.

John Hunn is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Mutual of Omaha, he worked at New York Life Insurance Company and served in the US Army for 21 years. Outside of advising, he is also an insurance agent specializing in life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party money managers.

Kaponotuitalau Faitau is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of financial advising, he is the CEO of Pacific Island Cleaning, LLC, a commercial and residential cleaning business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked with firms including First Command Advisory Services and One Team One Fight Financial Group. Moreno is also involved with E.A. Buck Financial Services as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and a relative growth/value framework, and is noted for its use of options strategies and selection of outside money managers.

Richard Park is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Osaic Wealth, Sagepoint Financial, and Royal Alliance. Outside of advisory work, he assists divorcing individuals with financial scenarios through his Certified Divorce Financial Analyst practice and organizes fundraising activities for a local Spartan training group. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house management and third-party asset managers, serving a broad client base including high-net-worth individuals.

Michael Marcum is a financial advisor with First Advisors National, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at The Lending Source since 1992 and serves as a Senior Loan Officer at C2 Financial Corp in Honolulu. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm emphasizes the use of third-party money managers and employs tactical and strategic asset allocation methodologies in managing client portfolios.

Michael Takazono is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, 65, and 66 licenses and 16 years of industry experience. His prior roles include positions at Ameriprise, New York Life Insurance, Eagle Strategies (NY Life), and Keene Financial Group. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and provides a range of layered investment solutions alongside digital automated ETF portfolios.

Brian Prentice is a financial advisor with Advisory Services Network, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Blue Note Hawaii and Ameriprise Financial Services, Inc. He serves on the board of a nonprofit focused on environmental awareness and sustainability education and provides tax preparation and planning services through HIFI Tax Strategies. Advisory Services Network supports individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement-plan consulting through a network of independent advisors. The firm offers tailored investment strategies across various asset classes and manages approximately $8.6 billion in client assets.

Kyle Phillips is a financial advisor with First Command Advisory Services in Aiea, HI. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he served in the United States Army from 2020 to 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centralized portfolio management and an employee-ownership structure.

Michael Chinen is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked with Chinen & Arinaga Financial Group since 2018 and was previously employed by DoorDash. Outside of his advisory role, he was involved with Inspire International dba Inspire Church for six years. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Joel Kurata is a financial advisor with PlanMember Securities Corporation in Mililani, HI. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Barret Financial Group, American Pacific Mortgage, and Mann Mortgage, as well as operating a self-employed advisory practice. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Gerardo Panetta is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with First Command in various capacities since 2007 and serves concurrently in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers.

James Michishima is a CFP® with 27 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has held roles at several firms including Symetra Investment Services and Chinen & Arinaga Financial Group, and operates his own CPA practice. Michishima also lectures part-time at the University of Hawaii. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing a range of risk-based mutual fund portfolios and offering education and support through seminars and personalized planning. The firm acts as an ERISA Section 3(38) fiduciary and utilizes a top-down strategic asset allocation approach.

Giovanni Chau is a financial advisor at First Command Advisory Services holding Series 65 and Series 63 licenses. He has seven years of prior experience in the U.S. Air Force and has been with First Command Advisory Services and related entities since 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and preapproved third-party managers.

Layne Takayama is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at PlanMember since 2011 and has served as Vice President and Treasurer on the board of Chinen & Arinaga Financial Group since 1995. He is also a certified educator with National Benefit Services, providing financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering comprehensive education and support services to plan sponsors and participants.

Yvonne Rubillos is a financial advisor with First Command Advisory Services in Aiea, HI, holding Series 65 and Series 63 licenses. She has one year of industry experience, including roles at First Command Insurance Services and First Command Brokerage Services. Prior to entering the financial industry, she worked for nine years at University Hospital Regensburg. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.