Top financial advisors working with founders and business owners in Wailuku, HI

Austin Brock is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. He has five years of industry experience and has been with Raymond James since 2021. Prior to this, he was associated with First Hawaiian Advisors and First Hawaiian Bank starting in 2020. Outside of his advisory role, he has worked at the Hawaii Kai Golf Course and the University of Hawaii. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation in municipal and public finance advisory services.

Davin Wada is a financial advisor with Ameriprise in Wailuku, HI, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bethani Eguia is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and was previously with Jhfn Sii from 2011 to 2018. Outside of her advisory role, she operates as a sole proprietor in fixed insurance sales and serves as a Disaster Recovery Specialist and Help Desk Technician for the Small Business Administration. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.