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.

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.

Michael Foreman is a financial advisor with Raymond James & Associates in Kamuela, Hawaii, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Foreman serves as a board member of the Kohala Waterfront Homeowners Association, where he participates in community maintenance and budgeting matters. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs and maintains capabilities in public finance and municipal work.

Robert Kennedy is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Andrew Spitz is a financial advisor with Ameriprise in Kamuela, HI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeff Hoyer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Primerica and its affiliated entities since 2013 and previously worked with Musika LLC and Take Lessons. Outside of his advisory role, he plays guitar and works as a part-time Uber driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Rosalind Wright is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory work, she serves as co-chair for the Waimea Outdoor Circle, Waimea Nature Park, and Cultural Committee Homeowner Association, overseeing clubhouse repairs and planning social events. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and multiple program options.

Scott Draper is a financial advisor with Primerica Advisors in Layton, Utah. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to rejoining Primerica Advisors in 2024, he was retired from 2011 to 2023 and has been associated with Primerica Life Insurance since 2023. Outside of advisory work, he is involved in the sale of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options under a wrap-fee structure.

Richard Jeffery is a CFP®-certified financial advisor with 50 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to his advisory role, he operates Richard L. Jeffery & Co., providing investment advisory services, and works as an independent insurance agent specializing in fixed insurance products, life insurance, and annuities. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party management within a comprehensive retirement and institutional framework.