ADVISOR BIO

David Paxton is an investment advisor with Morgan Stanley and is registered in 55 states. David Paxton has been in the financial services industry for over 2 years. David Paxton has a Series 66, Series 7TO, and a SIE exam license. David Paxton specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. David Paxton has been registered with Morgan Stanley since September 2023. Prior to that, David Paxton was registered with RBC Capital Markets, LLC from August 2022 to September 2023 and D.A. Davidson & Co. from October 2021 to August 2022.

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ADVISOR BIO

David Ahn is a Certified Financial Planner™ with Stadia Financial LLC. David Ahn has been working as a Financial Advisor since June 2023. Previously, David Ahn was a Professor of Finance at the University of Hawaii since July 2008. David Ahn is a Registered Investment Advisor and has a Series 65 license. David Ahn is specialized in portfolio management for individuals and financial planning.

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ADVISOR BIO

David John Oconnor is a financial advisor with Equitable Advisors, LLC. David has been in the financial services industry since 1993 and has a wide range of experience in financial planning, portfolio management, and insurance. David has a deep understanding of the needs of his clients and is committed to providing them with the best possible service. David is registered to provide financial advice in California, Florida, Hawaii, Michigan, Oregon, and Washington. David also has experience as a basketball coach and is a trustee for his mother's trust.

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ADVISOR BIO

David Garcia is a financial advisor with Wells Fargo Clearing Services, LLC. David has been in the financial industry since May 2018. David is registered to provide investment advice in 27 states and is also a registered representative. David has passed the Series 66, Series 7 and SIE examinations. David specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting services. David has experience in the financial industry with Goldman Sachs and KPMG.

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ADVISOR BIO

David Wayde Lum is an investment advisor representative at Sageview Advisory Group, LLC. David Lum has been in the securities industry for over 29 years and has experience in both investment advisory and brokerage services. He is registered to provide investment advice in Hawaii. David Lum is also a volunteer for the Hawaii Children's Cancer Foundation, serving as President of the Board of Directors.

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ADVISOR BIO

David Martin Souza is a registered investment advisor with UBS Financial Services Inc. David has been in the industry since 1998 and has licenses in California, Hawaii, and Texas. David has experience in financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

David Kim is a financial advisor with Ameriprise Financial Services, LLC. David Kim has been in the industry for over 6 years and has a strong background in finance. David Kim holds a Series 66, Series 7TO, and SIE license. David Kim has experience providing financial planning, asset allocation services, and pension consulting. David Kim is registered to provide investment advice in California, Connecticut, Florida, Hawaii, Idaho, Nevada, New York, Oregon, and Texas.

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ADVISOR BIO

David Arakawa is an investment advisor representative with over 40 years of experience in the financial services industry. David is currently registered with LPL Financial LLC and is based in Honolulu, Hawaii. David has also held previous positions with Associated Securities Corp., FSC Securities Corporation and Sun Investment Services Company. David holds Series 6TO, SIE and Series 1 licenses, and is a Chartered Financial Consultant. David offers a variety of financial services including financial planning, portfolio management, and insurance. David is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

David Charles Garcia is a registered investment advisor representative with Wells Fargo Clearing Services, LLC, with over 30 years of experience in the financial industry. David Charles Garcia is currently licensed to provide investment advice in Hawaii and Texas. David Charles Garcia previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to being a financial advisor, David Charles Garcia is also a landlord and owns a rental property.

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ADVISOR BIO

Davin Kubo is a financial advisor with over 20 years of experience in the industry. Davin is currently registered with Raymond James & Associates, Inc. and is licensed to provide advisory services in Hawaii and Texas. Prior to joining Raymond James, Davin held positions with Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., CUNA Brokerage Services, Inc., GNA Securities, Inc., Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Davin holds the Series 3, 6, 7, 63, and 65 licenses. Davin also holds the Securities Industry Essentials Examination (SIE). Davin specializes in financial planning, portfolio management, and providing advisory services to high-net-worth individuals, corporations, and charitable organizations. Davin's clients may find value in his breadth of experience and the diverse backgrounds of the firms where he has been employed.

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