Honolulu, HI Bishop Street Office

Lee Yamane is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007, including its predecessor, Axa Advisors, LLC, from 2007 to 2020. In addition to his advisory work, he provides notary services to Equitable clients on a volunteer basis. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, brokerage, insurance, and third-party asset management services, operating as both an SEC-registered investment adviser and broker-dealer.

Ashli Sasano is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. She has worked at Equitable Advisors since 2013 and previously was associated with Axa Advisors. Outside of her advisory role, she serves as a board member and co-treasurer for the SHA Class of 2000 and works as an advertising sales consultant. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model that leverages third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

David Oconnor is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he coaches and teaches boys basketball at Saint Louis School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.

Christian Lai is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at several firms including OSAIC and Pacific Financial Partners. Outside of his advisory role, he volunteers as a zoom class technician for the nonprofit LIVAwareness Zen in Honolulu. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Michael Miura is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for nine years before joining Equitable Advisors in 2021. Miura also serves as an administrator or executor of estates and trusts for non-family and family members. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Micah Yoshino is a financial advisor with Equitable Advisors in Honolulu, HI, holding the Series 66 designation and bringing nine years of industry experience. He has been with Equitable Advisors since 2016, including four years when the firm operated as AXA Equitable, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Atomman Kimm is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA-Advisors, LLC and Aflac. Outside of his advisory role, Kimm serves as Vice-President of the Business Network International New Aloha Chapter and is a board member and race director for the Tradewind Cycling Team. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement plan support with access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Kenneth Barnes is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored through a client intake process that considers goals, risk tolerance, and time horizon.

Shawn Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at OSAIC and Jhfn Sii. Outside of advisory work, he serves as Vice President of MOA Hawaii, a nonprofit focused on arts, culture, health, and wellness, and is a board member of Nakata Electrical Inc., a family electrical contracting business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers. The firm operates a hybrid referral and implementation model, emphasizing tailored client intake processes and a combination of advisory and brokerage channels.

Rose Lakalaka is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 credential and eight years of industry experience. She has worked at Equitable Advisors since 2017 and previously held roles at AXA Advisors LLC and Sultan Ventures. Outside of finance, she is involved in a modeling and acting career through the Kathy Muller Talent and Modeling Agency. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Karli Hamada is a financial advisor at Equitable Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Pacific Financial Partners LLC, Royal Alliance Associates, Inc., Osaic Wealth, Inc., and ran Hamada/Kim Financial LLC. Hamada also serves as a board member for Nakata Electrical Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a variety of third-party programs. The firm operates a hybrid referral and implementation model that leverages multiple asset managers and offers both advisory and brokerage channels.

Kenta Wakui is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Japan Switch, the British School of Tokyo, and Temple University Japan. Equitable Advisors serves a broad range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Samantha Halim is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, her work experience includes roles in educational institutions such as Ohio State University, the Savannah College of Art & Design, Stamford American International School, and Jakarta Intercultural School. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Racquel Nakata is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and has worked previously at First Hawaiian Bank and Forward Realty. Nakata is a member of the Financial Planning Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to implement client recommendations.

Randy Yamada is a CFP® and ChFC® with 47 years of industry experience, currently serving at Equitable Advisors since 2005. He previously worked with Axa Advisors, LLC for 15 years. In addition to his advisory role, he is a trustee of the Jack and Elsie Hirai Family Trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.