Stadia Financial LLC

Jo Ann Fujii is a financial advisor at Stadia Financial LLC with one year of industry experience. She holds a Series 65 designation and has a background that includes roles at Baxter Healthcare and ICU Medical. 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 combination of macroeconomic, fundamental, technical, and behavioral analysis, managing diverse portfolios on a discretionary basis and offering a range of wealth management and planning services.

Beata Tou is a financial advisor at Stadia Financial LLC with a Series 65 credential and one year of industry experience. Prior to joining Stadia Financial, she held roles in hospitality and staffing companies, including DHL Mahi Staffing and Four Seasons Resort. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, as well as trusts, nonprofits, and select individual accounts. The firm offers discretionary investment management along with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services.

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 26 years of industry experience. He currently serves at Stadia Financial LLC and has a background that includes a long tenure at The Vanguard Group. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm combines macroeconomic, fundamental, technical, and behavioral analysis to manage portfolios on a discretionary basis, offering a range of investment options along with financial and estate planning, tax strategy, and insurance advice.

Kari Clark is a financial advisor at Stadia Financial LLC with five years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stadia Financial, she worked at Stadia Capital Group, LLC and Valic Financial Advisors, and spent nine years with Kuliaikanuu Inc dba The UPS Store. She also serves as Director of Operations for a private placement fund under Stadia Capital Group. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services. The firm’s investment approach emphasizes capital preservation using a combination of macroeconomic, fundamental, technical, and behavioral analysis.

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 with one year of industry experience. He holds a Series 65 designation and has prior work history at Kohala Brokers and Green Acres Elementary School. Shepherd is also involved in Shepherd Franchise Ventures, an entrepreneurial activity he has maintained since 2013. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm combines macroeconomic, fundamental, technical, and behavioral analysis to construct portfolios emphasizing capital preservation and offers a range of wealth management and planning services.