Andrew Burdick is the sole advisor at Burdick Wealth Management, LLC, an independent firm based in Kula, Hawaii. He holds a Series 65 designation and has 18 years of industry experience. Burdick has led his firm since its founding in 2013. Burdick Wealth Management is a fee-only, state-registered adviser serving primarily individual clients, as well as business entities, trusts, and a limited number of institutional clients. The firm focuses on individualized, long-term investing and employs a mix of fundamental and technical analysis, with the occasional use of leverage and derivatives for certain clients.

Jennifer Macedo is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Front Street Financial since 2021 and previously spent nine years at Equity Advisors of Kentucky. Macedo serves on the board of the Guilliom Family Foundation, a family-owned nonprofit. Front Street Financial is an independent, fee-only advisory firm that primarily serves individual clients as well as charitable organizations, corporations, and other businesses. The firm provides customized investment management and financial planning services, emphasizing non-discretionary portfolios guided by client objectives, risk tolerance, and tax considerations.

Eric Lee is the sole advisor at Lifelong Investment Management Services LLC in Wailuku, HI, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Lifelong Investment Advisors, LLC since 2011 and has been a licensed individual insurance agent since 2009. Outside of advising, he is minimally involved in a rental property business managed by his wife. Lifelong Investment Management Services provides investment management, personalized financial planning, investor coaching, and solicitation of third-party money managers to individuals, retirement plans, trusts, small businesses, and charitable organizations. The firm uses an institutional, passive-oriented investment approach focused on broad diversification and factor exposures, generally operating on a non-discretionary basis with client approval required before trades.

Sarah Bredhoff is a financial advisor with The Rice Partnership, LLC in Honolulu, HI. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has been with The Rice Partnership since 2016. The Rice Partnership serves individuals, including high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm offers tax-aware, long-term oriented investment programs customized to client objectives and supplements its core strategies with external managers and specialized offerings.

Michael Ottman is a CFP® with 30 years of industry experience, currently serving at Spectrum Asset Management Inc since 2013. He holds a Series 63 license and also works as a life and long-term care insurance agent in Paia, Hawaii. Spectrum Asset Management oversees approximately $640 million for around 305 clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a blend of fundamental, technical, and cyclical analysis through model portfolios tailored to client objectives, with a focus on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.

Cheryl Seifert is a CFP® with 30 years of industry experience, currently serving as an advisor at CAVU Wealth Management since 2019. She previously worked with Capital Financial Consultants Group and Independent Financial Group. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $175 million for about 340 clients and offers discretionary investment supervisory services using fundamental and technical analysis, mutual fund and ETF selection, asset-allocation frameworks, and derivatives strategies for hedging and opportunistic purposes.

Brian Thomas is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Southland Equity Partners since 2014 and also maintains a long-term affiliation with FSC Securities Corporation. In addition to his advisory roles, Thomas owns Fair Winds Wealth Management, where he manages client accounts. Southland Equity Partners, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Gayle Long is a financial advisor at Southland Equity Partners, LLC with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corporation and OSAIC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Arthur Austin is an investment advisor representative at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 66 designation and has worked at AE Wealth Management, LLC and Madison Avenue Securities, LLC. In addition to his advisory role, Austin is involved in insurance sales and services through E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focusing on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles.

Theodore Stiller is a Series 66-licensed financial advisor with 18 years of industry experience. He is affiliated with Primerica Advisors and has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he serves as a director for both the Maui Chamber of Commerce and the J Walter Cameron Center. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies alongside financial and business consulting.

Stephen Cutillo is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Equitable Advisors, AXA-ADVISORS, LLC, Guardian Life Insurance Company, and Park Avenue Securities. Outside of finance, he works as a tour guide for a recreational outrigger canoe company in Maui. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary account management.

Brandon Luke is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth Financial since 2010. Outside of his advisory role, he is the owner and president of Luke & Co. LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a variety of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management.

Sarah Chilton is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She has been with the firm since 2001 and holds a Series 66 designation. Outside of her advisory role, she serves as treasurer on the board of directors for the Uluniu Townhouse AOAO and owns a commercial fishing business in Kihei, HI. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Joshua Dutcher is a financial advisor with Primerica Advisors, holding a Series 66 credential and five years of industry experience. His work history includes roles with Guardian Life Insurance Company and Park Avenue Securities. Dutcher has also operated a small insurance business outside of Guardian. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Marvin Baysa is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Kahului, HI, and has 16 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also associated with Agia. Outside of his advisory role, he owns MJB LLC, a small business focused on minor home interior repairs and renovations. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and serving a broad client base through a large network of advisors.

Joel Rand is a financial advisor with Hightower Advisors in Kihei, HI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with HighTower Securities, LLC and Hightower Advisors since 2016. Rand is a member of the Rotary Club of Kahului. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing both fundamental and quantitative analysis, and employs strategic and tactical asset allocation with access to affiliated and third-party managers.

Jasmine Minor is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has professional experience in the financial industry dating back to 2011, including roles at Destination PROS, Guardian Life Insurance Company, and Park Avenue Securities. Outside of her advisory work, she is involved in a retail social media business. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

Richard Jones is a financial advisor at Benjamin F. Edwards & Company, Inc. with 53 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Lane Nakashima is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Commonwealth Financial Network since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports advisors with operations, trading, technology, investment management, compliance, and practice management.

Alice Mcdermott is a CFP® with 17 years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2018, following a 21-year tenure at Financial & Investment Management Group, Ltd. Outside of her advisory role, she serves as Secretary for Keawala'i Congregational Church in Kihei, Hawaii. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.