Top planning for children with special needs financial advisors in Hawaii

Christopher Rine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley and Cetera Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jennifer Cabo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She worked at Bankoh Investment Services, Inc. for 12 years before joining Cetera in 2025. The firm distributes its services through a large network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. Cetera offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

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.

Byron Leong is a financial advisor at Investment Research Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Mitre Corp and ManTech International, where he currently serves as Executive Director providing systems integration services to the Department of Defense at US IndoPacific Command in Hawaii. Investment Research Corp offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and manages a broad range of investment products, including equities and municipal securities, with both discretionary and non-discretionary account management.

Bernard Yip is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and over 30 years of experience. He has worked extensively with First Hawaiian Bank and its affiliated entities since 1996 and has been associated with Raymond James since 2017, focusing on lifecycle planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients using tailored, non-discretionary planning and analytical tools to support client goals.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Lanis Webb is a financial advisor at G. A. Repple & Company with 25 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2012. In addition to his advisory role, Webb works as an independent fixed insurance sales agent. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities, employing various analytical approaches to portfolio construction and offering multiple investment program options.

Evan Hirano is a CFP® and CFA® with 10 years of experience in the financial industry. He has worked at Mok Capital Management since 2015 and at Purshe Kaplan Sterling Investments since 2017. Mok Capital Management provides investment advisory and financial planning services to individuals, living trusts, charities, foundations, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical analysis, managing portfolios that may include individual stocks, bonds, ETFs, and limited options strategies.