Top advisors focused on educators, teachers, and academics in Hawaii

Christopher Rine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley and Cetera Advisors LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines advisory services with insurance, cash-management, and lending products.

Jennifer Cabo is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Bankoh Investment Services, Inc. since 2013. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with specialized retirement and fiduciary capabilities.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and family office services, employing a core and satellite investment approach with a focus on liquid mid- and large-cap equities and investment-grade fixed income.

Cade Cherry is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Pacific Life for 14 years. Outside of his advisory role, he is involved in a family partnership managing his mother’s household affairs and co-owns a vacation home in Hawaii with his wife. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services, including trust services and securities-based lending.

Christina Hom is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a board member for the Hawaii International Film Festival and owns a restaurant called Taco Junction in Honolulu. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques and offers both retail and institutional investment services.

Arjun Swarup is a financial advisor at TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has recently entered the industry with experience beginning in 2023, including time at Morgan Stanley Wealth Management. Prior to his advisory roles, he completed his studies at NYU College of Arts and Sciences. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning services and ongoing portfolio management through various managed account options under a fiduciary standard.

Kevin Harper is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC since 2015. He has previously worked with Private Client Services and LPL Financial. Outside of his advisory role, he is a co-owner of LHP Capital LLC, where he assists with buying and managing commercial real estate. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms and acts as a sub-adviser to a multi-ETF suite, offering a range of services including portfolio management, financial planning, and retirement plan consulting.

Rebecka Kennedy is a financial advisor with Edward Jones in Olympia, WA. She holds the Series 66 designation and began her advisory career at Edward Jones in 2024. Prior to joining the firm, she worked in education with North Thurston Public Schools and Corpus Christi Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Marne De Santis is a financial advisor at Lincoln Investment with 33 years of industry experience. She has held roles at several firms including Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Her credentials include Series 63, Series 65, and Series 66 licenses. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering financial planning, custom and model portfolios, third-party management access, and ERISA retirement plan advice.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic Securities Company and Cambridge Investment Research. Egan is also the sole owner of Women Who Explore, a community offering outdoor adventures and group travel for women. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend portfolios and offers continuous supervisory management with quarterly performance reviews conducted by an in-house Advisory Committee.