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.

Lesley Brey is a CFP® and CFA® with 29 years of industry experience, operating as the sole advisor at L.J. Brey, Inc. since 1996. She serves as a Regent at Chaminade University of Honolulu, participating in governance discussions since 2014. L.J. Brey, Inc. provides fee-only financial planning and discretionary investment management focused on aligning investment decisions with retirement, cash flow, estate, and legacy goals. The firm emphasizes long-term equity exposure, broad diversification, low cost, and periodic rebalancing using institutional-class mutual funds, tailoring each client’s Investment Policy to their specific objectives and risk tolerance.

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.

Colin Teraoka is a financial advisor at Alakai Securities Inc. in Honolulu, HI, with two years of industry experience. He holds a Series 65 designation and has a career background that includes leadership roles in several affiliated businesses providing captive insurance management, accounting and tax services, and life insurance products. Alakai Securities Inc. operates as a single-advisor independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides financial planning and consulting, primarily referring clients to a third-party money manager for portfolio management through the Morgan Stanley Professional Alliance.

Oleg Ivanets is the sole advisor at Ivanets Investments LLC in Honolulu, HI. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he spent several years teaching courses at various universities and colleges. Ivanets Investments serves individuals and families—primarily those planning to relocate abroad or retire—by providing comprehensive financial planning, educational seminars, and consulting tailored to relocation objectives. The firm focuses on international macroeconomic analysis and cross-border risk assessment without managing client investment accounts or recommending specific securities.

Andrew Glatzel is a financial advisor at Seacap Advisors, LLC in Honolulu, HI, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Seacap Advisors since 2015. Seacap Advisors is an independent, state-registered investment adviser serving individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary asset management and financial planning, using a mix of analytical methods and active trading strategies to construct portfolios aligned with clients’ goals and risk tolerance.

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.

Jeffery Loff is a CFP® professional with six years of experience in financial advisory services and over a decade in accounting. He is the principal of CRL Advisors, an independent registered investment adviser based in Honolulu, HI. Prior to founding CRL Advisors, he operated a CPA firm and has also formed a software company, Keenly Inc., which aims to provide tax practice management solutions. CRL Advisors offers discretionary portfolio management along with financial, tax, retirement, and trust planning primarily for individuals, trusts, and private foundations. The firm combines modern portfolio theory with various analytical methods to guide asset allocation and security selection, managing portfolios on a discretionary basis with a focus on ETFs and options strategies.

Toba Financial LLC is a Hawaii-based financial advisory firm specializing in retirement planning. Led by Enrolled Agent and Certified Financial Planner™ Jason Cutitta, the firm helps residents of Hawaii navigate their financial future. www.jasoncutitta.com

Paul Lovejoy is a financial advisor at Stakeholder Enterprise with three years of industry experience. He holds a Series 65 designation and has previously worked at Velocity of Money, LLC and Tardus Wealth Strategies. Outside of his advisory role, he manages family real estate assets through Lovejoy's Properties, LLC. Stakeholder Enterprise provides financial planning, investment monitoring, and consulting services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm uses a combination of macroeconomic analysis and an “on demand income” strategy focused on crowdlending and peer-to-peer promissory notes, delivering services through structured plans and periodic monitoring rather than discretionary asset management.

Tafiti Uso is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Pacific Wealth Partners, LLC. Prior to founding his independent firm in 2021, he held positions at Raymond James Financial Services and First Hawaiian Bank. He is also a member of DPL Financial Partners, LLC, where he consults on insurance and annuity solutions. Pacific Wealth Partners provides comprehensive portfolio management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm employs a range of asset-allocation strategies and conducts ongoing monitoring and due diligence on third-party money managers, focusing on relatively large client relationships.

Hi! I’m Daniel Masuda Lehrman, a fee-only fiduciary financial planner based in Honolulu, Hawaii. I'm originally from Ann Arbor, Michigan and a proud University of Michigan alum. I work with clients locally in Honolulu and virtually nationwide. With nearly 10 years of experience as a financial advisor at the Big Three (Vanguard, Fidelity, Schwab), I’ve helped hundreds of families retire successfully or manage their wealth responsibly. Financial planning isn’t just about investments—it’s about making informed decisions that impact every aspect of your life. From retirement planning and tax strategies to managing risks and ensuring your estate is in order, a truly comprehensive financial plan should bring all the pieces together. Following the CFP Board’s Financial Planning Process, I work closely with my clients to evaluate their full financial picture and create strategies tailored to their goals. Whether you’re planning for retirement, adjusting after the loss of a spouse, or navigating major financial transitions, I provide clear, objective guidance to help you move forward with confidence. I serve retirees, widows, and those preparing for retirement, both locally in Honolulu, Hawaii, and virtually across the country. My goal is to simplify complex financial decisions so you can focus on what matters most. Clients I’ve worked with were looking for a good listener who was honest, knowledgeable, anticipated their needs, skilled at explaining concepts in layman's terms, and could confidently help them make good financial decisions. They’ll tell you I helped them transition into a new phase of life or enjoy their retirement with confidence and certainty. So whatever you’re dealing with, you can trust that I’ll connect with you on a human level and be there for you. If that resonates with you, I’d love to talk to you! Visit my website at www.HawaiiAdvisor.com to learn more!

Martin Wheeler is a financial advisor at Osaic with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mutual of Omaha and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a board member of the nonprofit condominium association Yacht Harbor Towers. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers advisory and brokerage services through a network of thousands of advisors, employing a structured investment process that combines risk-tolerance assessments with asset allocation and portfolio optimization tools.

Steven Clissold is the sole advisor at SJC Capital Advisors LLC in Honolulu, HI, holding Series 63 and Series 65 designations with 14 years of industry experience. He has been with SJC Capital Advisors since its founding in 2011. SJC Capital Advisors LLC provides discretionary portfolio management to individual and high-net-worth clients, focusing on asset allocation, security selection, and ongoing monitoring across a range of securities including mutual funds, equities, fixed income, ETFs, REITs, and government securities. The firm employs a combination of charting, fundamental and technical analysis, and uses long-term and short-term trading strategies as well as covered-call options within separately managed accounts.

Sheldon Shiira is a CFP®-certified financial advisor with 18 years of industry experience. He has been the sole advisor at Financial Vision Advisory Services, LLC since 2007. The firm provides fee-only investment management and personal financial planning to individuals, families, and their trusts. Financial Vision Advisory Services manages approximately $9 million, focusing on non-discretionary portfolios that utilize no-load mutual funds and ETFs, emphasizing strategic asset allocation, global diversification, and periodic rebalancing.

Tod Marcus is a financial advisor at Honolulu Capital Management in Honolulu, HI, with 10 years of industry experience. He holds a Series 65 designation and has operated his own firm, Tod A. Marcus, Inc., since 2009. Outside of finance, he owns and manages a retail and outfitting business, Oahu Surf Shop, dedicating time to administrative and customer service duties. Honolulu Capital Management provides tailored asset management services to individuals, high-net-worth households, and corporate or small-business clients. The firm employs a fundamental, value-oriented investment approach with non-discretionary portfolio management and offers affiliated tax and accounting services.

Adam Vila is a CFP® and ChFC® with 15 years of experience in financial advisory services. He is the principal of Milestone Wealth Management & Insurance, LLC, operating in Honolulu, HI since 2018. Prior to founding Milestone, Vila worked at Cambridge Investment Research Advisors, Inc. and Milestone Financial Services, LLC. Milestone Wealth Management & Insurance provides investment management, financial planning, employee benefit plan consulting, and advisory insurance services to individuals, high-net-worth clients, and businesses. The firm’s investment approach focuses on passive portfolio construction using index mutual funds and ETFs, complemented by fundamental and technical analysis, with a notable emphasis on non-discretionary asset management and regular client reporting.

Leonard Kingsley is a CFP® with 10 years of experience in the financial services industry. He is the sole advisor at 1stto50th LLC, an independent firm he has led since 2023. His prior experience includes roles at Commonwealth Financial Network, WSFS Private Bank, and various insurance firms. 1stto50th LLC provides retirement plan consulting to plan sponsors and limited-scope investment management to individuals, families, trusts, endowments, and related organizations. The firm operates mainly on a non-discretionary basis, emphasizing goals-based discovery, customized investment policy statements, and a blend of passive and active investment strategies.