Clifford Robello

Daniel Turner is the sole advisor at Akamai Wealth Management, LLC in Kailua, HI, holding a Series 65 license with five years of industry experience. He has worked in mortgage lending and insurance product sales alongside his advisory services, including roles as a mortgage loan originator and insurance agent. Turner also provides consulting on employee benefits and payroll through his sole proprietorship. Akamai Wealth Management is a single-owner firm serving individual clients, businesses, and qualified retirement plans with non-discretionary asset management, comprehensive financial planning, and annuity management. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo techniques to manage portfolios and offers limited-scope ERISA 3(21) services for retirement plans.

Gregory Gunther is a financial advisor at The Retirement Optimization Group, LLC in Honolulu, HI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing insurance services through Island Estate Services since 2008. The Retirement Optimization Group provides financial consulting and estate-planning support primarily to individual and high-net-worth clients, referring investment accounts to third-party money managers rather than directly managing assets. The firm offers educational seminars and uses a referral-based model while delivering various planning tools and limited-scope estate planning support.

Wilson Wang is a financial advisor at HFIR LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Open Insights Capital, LLC and Twin Peaks Capital, LLC. Wilson operates as a solo practitioner based in Honolulu, HI. HFIR LLC provides discretionary investment management to clients with speculative capital who understand the risks of high-volatility investing. The firm employs a long/short equity strategy focused on undervalued securities, options, and special situations, using a performance fee structure with loss carry-forward accounting uncommon among independent advisers.

Daniel Hartenstein is a financial advisor with ECS Wealth Strategies in Honolulu, HI, holding a Series 65 designation and 16 years of industry experience. He has operated Hart Financial Services since 2001. Outside of advising, he has worked as a background actor since 2012 and is also an author, speaker, and media contributor. ECS Wealth Strategies provides advisory and planning services primarily to individual clients and participants in its Government Employee Benefit Institute (GEBI) training program. The firm offers benefits-focused consulting and insurance products, referring clients to third-party investment advisers for portfolio management while conducting due diligence and ongoing support.

Howard Haber is a Certified Financial Planner (CFP®) with 20 years of experience in the financial advisory industry. He has been the sole advisor at Apollo Wealth Management, Ltd. since 2004. Apollo Wealth Management, Ltd. is an independent, fee-only firm that offers comprehensive financial planning and investment advisory services to individuals, families, and estates. The firm employs a macroeconomic and Modern Portfolio Theory-based investment approach, managing portfolios with publicly available securities and operating in a non-discretionary capacity requiring client approval for transactions.