ADVISOR BIO

Dale Laurie Ishida Suezaki is a financial advisor with Morgan Stanley. Dale has been in the financial services industry since 1997. Dale is registered with the following securities authorities: FINRA, the state of Hawaii, and the state of Texas.

SPECIALIZATIONS

ADVISOR BIO

Garrett Quantz Bland is an active investment advisor with over 30 years of experience in the financial services industry. Garrett is registered with Morgan Stanley in both California and Hawaii and has been with the firm since September 2016. Prior to joining Morgan Stanley, Garrett was with J.P. Morgan Securities LLC for over 25 years. Garrett holds a variety of licenses and certifications, including Series 7, 9, 10, 63, and 65. Garrett's areas of expertise include portfolio management, financial planning, and asset allocation advice. Garrett is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Jerry Bruce Anderson is a financial advisor with over 45 years of experience in the industry. Jerry is currently registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Jerry provides financial planning, portfolio management for individuals and businesses, and other advisory services. Prior to joining LPL Financial LLC, Jerry worked with Securities America, Inc. and National Planning Corporation. Jerry holds Series 7, Series 24, Series 63, and Series 65 licenses. Jerry also has a SIE designation. Jerry is registered in 36 states and is an active member of the financial services industry.

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ADVISOR BIO

Lillian Felte is a financial advisor at LPL Financial LLC. Lillian has been in the financial industry for over 10 years, with experience at both LPL Financial LLC and Securities America, Inc.. Lillian is licensed to provide financial advice in the state of Hawaii, and holds the Series 6, Series 63, and SIE licenses. Lillian specializes in a wide range of financial planning services for individuals and businesses, including portfolio management, retirement planning, and insurance. Lillian is committed to providing her clients with personalized financial advice to help them achieve their goals.

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ADVISOR BIO

Mia Nakagawa is a financial advisor who has been in the industry since 2013. Mia is currently registered with LPL Financial LLC and is licensed in Arizona, California, Hawaii and Oregon. Mia has experience with a variety of firms including Securities America, Inc., National Planning Corporation and AXA Advisors, LLC. Mia is a Series 66, Series 7, and SIE exam holder.

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ADVISOR BIO

Michael Kramer is a registered investment advisor in both California and Hawaii. Michael has been providing financial planning services since 1995. In addition to his role with Natural Investments, Michael is also a Strategic Planner for nonprofits through his own consulting company, Kramer Consulting. Michael is also an instructor at La'akea Permaculture Gardens, teaching natural resource management.

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ADVISOR BIO

Roger William Johnson is a financial advisor with over 40 years of experience in the industry. Roger is currently registered with Morgan Stanley, and is licensed to offer securities and investment advisory services in Arizona, California, Florida, Hawaii, Idaho, Illinois, Kentucky, Maine, Nevada, Ohio, Oregon, Texas, and Washington. Roger has a wide range of experience, having worked with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and National Securities Corporation in the past. Roger holds the Series 63, Series 65, Series 7 and SIE licenses. Roger is dedicated to providing clients with comprehensive financial planning and investment management services, including portfolio management, asset allocation advice, and educational seminars.

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ADVISOR BIO

William Lawrence Wong is an Investment Advisor Representative and Certified Public Accountant. He is the president of William L Wong CPA & Associates Inc. and has been in the industry since May of 1976. William is also the President of WLW Development Methods Inc., a real estate development and management firm. He has been a registered investment advisor since 2002, with Investment Dynamics Consulting Group, LLC. William's practice focuses on providing investment advisory services to individuals.

SPECIALIZATIONS