Honolulu, HI S. Beretania Street Office

Dwayne Arakaki is a financial advisor at Osaic Wealth, Inc. based in Honolulu, HI, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Royal Alliance Associates, Inc., Alpha Wealth Management and Planning LLC, and LPL Financial, LLC. In addition to his advisory role, he owns DA 401(K) Financial LLC, providing financial services to individuals and entities, and works as an independent insurance agent focusing on fixed insurance and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sheldon Slagel is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at OSAIC since 2019. His prior roles include positions at Massachusetts Mutual Life Insurance Company and its affiliated firms from 2016 to 2019. He is also involved with Summit Financial Advisors, a team providing comprehensive financial planning services in Hawaii. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation and portfolio construction tools and supports multiple advisory platforms and legacy programs.

Avery Kurahashi is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, Kurahashi worked at LPL Financial LLC and Central Pacific Bank. Outside of advising, he serves as the head varsity volleyball coach at Kalani High School and owns a notary services business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Esther Jones is a financial advisor at Osaic Wealth, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has worked at multiple firms including Royal Alliance Associates and Arnold J.D. Honda and Associates and is currently involved with Kamemoto Financial and Occidental Underwriters of Hawaii, where she supports registered representatives and assists in administrative and training functions. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes with discretionary and non-discretionary options.

Valerie Chun is a financial advisor with Osaic Wealth, Inc. based in Honolulu, HI, holding a Series 66 designation and two years of industry experience. She previously worked at Pacific Guardian Life Insurance Company, Ltd. for over two decades and currently provides consulting services related to sales administration policies and procedures for the same company. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and portfolio construction using a variety of investment products and third-party solutions.

Arnold Honda is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2017, following a one-year tenure at Signator Investors, Inc. Outside of his advisory role, he operates Arnold K. Honda, JD & Associates, Inc., an S-Corp involved in the sales and service of fixed life and health insurance policies. OSAIC serves a diverse client base, including retail, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.

N. Jennifer Macaraeg is a financial advisor at OSAIC with 29 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, she worked for Central Pacific Bank and LPL Financial for 13 years each. She is also a member and advisor at JMAC Wealth Management, LLC, where she provides financial planning and advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a broad range of integrated brokerage and investment advisory services, utilizing multiple platforms and third-party money managers.

Kevin Okumura is a CFP® professional with 18 years of experience, currently affiliated with OSAIC. He has held roles at Occidental Underwriters of Hawaii, Ltd. since 2012, including Vice President and Director positions. Outside of his financial advisory work, Okumura co-hosts a podcast discussing various non-financial topics. OSAIC serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of asset-allocation tools and third-party resources to manage portfolios across different investment vehicles on both discretionary and non-discretionary bases.

Glennel Jordan is a financial advisor with Osaic Wealth, Inc. based in Honolulu, HI, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Royal Alliance and Massachusetts Mutual Life Insurance Company. He is CEO of Summit Financial Advisors, an independent team focused on comprehensive financial planning and insurance, and serves as Vice President of Mana Wealth Hawaii, an LLC that meets with clients regarding fixed products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing proprietary tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Patrick Tantoco is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, MSI Financial Services, Inc, and Independent Financial Group. Outside of his advisory role, he is involved in entrepreneurial activities including founding Hawaii Cube, a partnership focused on internet marketing, and serving as president of Aloha Infrared, a company established for infrared thermography inspections. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Ryan Kamemoto is a financial advisor with OSAIC in Honolulu, HI, holding a Series 66 designation and 17 years of industry experience. He has worked at Osaic Wealth Inc since 2023 and previously at Royal Alliance Associates and Signator Investors, Inc. He is also president of Kamemoto Financial Group, which provides life insurance and long-term care products through Occidental Underwriters of Hawaii. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and diversified portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Elmer Nakao is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2017. His prior roles include positions at Occidental Underwriters of Hawaii, The Ritz-Carlton Kapalua, and Halekulani Corporation. Nakao serves as a board director for the Nishimachi Foundation, an educational nonprofit organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party platforms.

Kelley Tom is a CFP®-certified financial advisor with 16 years of industry experience, currently practicing at OSAIC since 2019. Prior to joining OSAIC, Tom worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, Tom serves as CFO of Summit Financial Advisors, a team of advisors providing comprehensive financial planning in Honolulu. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing firm-provided tools and third-party managers to construct tailored portfolios using a wide range of investment vehicles.

Matthew Kagawa is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Signator Investors, Inc., and Occidental Underwriters of Hawaii, Ltd. Kagawa serves as president and director of several corporations and is president and COO of Occidental Underwriters of Hawaii, where he oversees business operations and supports various insurance product sales and marketing. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Cara Kagawa is a financial advisor with Osaic Wealth, Inc. in Honolulu, HI, holding a Series 66 designation and five years of industry experience. She has held multiple roles within Osaic and affiliated firms since 2016, including supervisory and director positions at Occidental Underwriters of Hawaii. Outside of her advisory work, Kagawa operates a sole proprietorship selling secondhand clothing and accessories through various online platforms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided asset allocation tools and access to third-party money managers.