Stadia Financial LLC

Jo Ann Fujii is a financial advisor at Stadia Financial LLC with a Series 65 designation. She has held roles at Stadia Financial since 2023 and previously worked in the healthcare industry, including positions at Baxter Healthcare and ICU Medical. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm offers discretionary investment management and a range of wealth management services, emphasizing capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis.

Beata Tou is a financial advisor at Stadia Financial LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles in hospitality and staffing companies. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth management, financial and estate planning, and related services. The firm’s investment approach emphasizes capital preservation and incorporates multiple analytical methods to construct diversified portfolios.

Stacy Sheetz is a Series 65-licensed financial advisor with one year of industry experience. She is currently with Stadia Financial LLC and previously worked at Provident Trust Group and Polycomp Administrative Services. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a multi-faceted investment approach and offers discretionary investment management combined with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services.

Ken Steria is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Stadia Financial LLC. His prior experience includes a long tenure at The Vanguard Group and roles at Northwestern Mutual Wealth Management Company and other firms. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth planning, tax strategy, insurance advice, and trust services. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis in portfolio construction.

Kari Clark is a financial advisor with Stadia Financial LLC, holding Series 63, 65, and 66 licenses and five years of industry experience. Prior to joining Stadia Financial in 2024, Kari worked at Stadia Capital Group, LLC and spent nine years at Kuliaikanuu Inc dba The UPS Store. Stadia Financial primarily serves pooled investment vehicles, institutional clients, trusts, nonprofits, and select individuals, offering discretionary investment management alongside wealth management, financial and estate planning, tax strategy, insurance advice, and trust services. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis and provides educational seminars and workshops along with flexible billing arrangements for certain planning services.

Brett Kennelly is a financial advisor at Stadia Financial LLC with one year of industry experience. He holds a Series 65 credential and has been involved in management roles at Stadia Capital Group, LLC and Kolea Management Services, LLC since 2017. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, offering discretionary investment management alongside wealth management and comprehensive financial planning services.

David Ahn is a CFP® and Series 65-registered financial advisor with Stadia Financial LLC in Honolulu, HI, where he has worked since 2023. He has two years of industry experience and has been a Professor of Finance at the University of Hawaii since 2008, teaching asynchronous online courses. Stadia Financial primarily serves pooled investment vehicles and institutional clients, as well as trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis to construct diversified portfolios and offers discretionary investment management alongside wealth management and financial planning services.

John Shepherd is a financial advisor at Stadia Financial LLC in Kamuela, HI, holding a Series 65 designation. He has been with Kohala Brokers since 2024 and has operated Shepherd Franchise Ventures since 2013. Prior to his financial career, he worked at Green Acres Elementary School from 2019 to 2020. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a blend of macroeconomic, fundamental, technical, and behavioral analysis, managing portfolios that include public equities, fixed income, ETFs, and alternatives.