ADVISOR BIO

Miles Mash is an active financial advisor with Morgan Stanley. Miles has been in the industry for over five years and is registered in 53 states and the District of Columbia. Miles has passed the Series 7, Series 66 and SIE exams. Miles has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Stifel, Nicolaus & Company, Incorporated. Miles works with individual investors, high net worth individuals, corporations, businesses, and other institutions. Miles specializes in financial planning, asset allocation advice and portfolio management.

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ADVISOR BIO

Milton Takashi Inouye is a financial advisor with Planmember Securities Corp. located in HONOLULU, HI. Milton has been in the industry since 1982. Milton has a wide range of experience and holds several licenses including Series 6, 63, and 22. Milton is registered in Arizona, California, Hawaii, Illinois, Massachusetts and Washington. Milton has worked with a variety of clients, including individuals, corporations, and charitable organizations. Milton has worked with previous firms such as VERITRUST FINANCIAL, LLC and ARAGON FINANCIAL SERVICES, INC.

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ADVISOR BIO

Milton Genichi Miyakawa is a financial professional with over 35 years of experience in the industry. Milton currently works at Osaic Wealth, Inc. in Honolulu, HI. Before joining Osaic Wealth, Inc., Milton worked at Securities America, Inc., Foothill Securities, Inc., FSC Securities Corporation, International Financial Services Capital Corporation and American Express Financial Advisors Inc. Milton is licensed in 12 states and has successfully completed the Series 63, Series 7, and SIE exams. Milton specializes in providing financial planning, pension consulting, and educational seminars.

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Miriam Donahue Fuerst is a financial advisor who has been in the industry since December 2021. Miriam is currently registered with UBS Financial Services Inc. Miriam is licensed in multiple states, including California, Colorado, District of Columbia, Hawaii, Nevada, New York, Ohio, Tennessee and Texas. Miriam has a Series 7, Series 66 and SIE license and provides financial planning, investment advice, and portfolio management services.

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Miyuki Lau is a financial advisor with Bankoh Investment Services, Inc. Miyuki has been in the financial industry since 2001 and has been registered with FINRA since 1999. Miyuki is licensed to provide financial advice in Arizona, California, Hawaii, Nevada, Oregon and Washington. Miyuki specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals. Miyuki is committed to providing her clients with the highest level of personalized service and is dedicated to helping them achieve their financial goals. Miyuki is registered with Bankoh Investment Services, Inc. and is a registered representative of FINRA.

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ADVISOR BIO

Monica Yoshino Jennings is a Certified Financial Planner® with over 20 years of experience in the financial services industry. Monica is a registered Investment Advisor Representative with Jennings Financial Planning, Inc. and has been with the firm since 2004. Monica offers financial planning, portfolio management, and selection of other advisors for individuals, families, and businesses. Jennings Financial Planning, Inc. has offices in Honolulu, HI.

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Naaleialoha Keaunui is a financial advisor at Bankoh Investment Services, Inc., based in Honolulu, Hawaii. Naaleialoha has been in the financial services industry since February 13, 2000. Naaleialoha offers a range of financial services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Naaleialoha is registered with the state of Hawaii.

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ADVISOR BIO

Nan Wang is a financial advisor with over 18 years of experience in the financial services industry. Nan is currently registered with Osaic Wealth, Inc. and is licensed in California, Hawaii, and Nevada. Prior to joining Osaic Wealth, Inc., Nan was employed with Signator Investors, Inc. and American Express Financial Advisors Inc.. Nan has earned numerous certifications and licenses including the Series 7, Series 24, and Series 66 exams. Nan is a Board of Directors member of the Society of Financial Service Professionals and is a Managing Director of Pacific Financial Partners. Nan provides a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Naomi Michiko Oki is a registered representative with Morgan Stanley and has been in the industry since June 20, 2021. Naomi is licensed in Hawaii and Texas and has a Series 66, Series 7TO, and SIE licenses. Naomi holds a variety of designations including 1, 2, 3, 4, 5, 6, and 7. Naomi works with individual, high net worth individuals, business, investment company, charitable organization, insurance company, banking or thrift institutions, pension and profit sharing plans, state or municipal government entities and investment clubs clients.

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ADVISOR BIO

Nathan Baucho Wong is an investment advisor representative with Osaic Wealth, Inc., a firm that provides financial planning, pension consulting, and educational seminars. Nathan has been in the industry since 1995 and has a Series 6 and Series 63 license. Nathan has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and charitable organizations. Osaic Wealth, Inc. manages approximately $94.5 billion in assets.

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