Claudia Moreno

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.

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.