Jonathan retired in 2019 after nearly 30 years as a successful financial adviser in Hawai‘i , first with Merrill Lynch and then with Morgan Stanley. In 2008, he was ranked the No. 1 retail financial advisor in Hawai‘i by Hawai‘i Business magazine.

Andre Lister is a seasoned Wealth Management Advisor at Tallus Capital Advisors, bringing over two decades of experience to individuals, businesses, and retirement plans since 2002. Driven by a vision to empower advisors to deliver exceptional client service, Andre co-founded the Tallus companies in 2009.

Derek is the Branch Manager for the Kilauea Gather Federal Credit Union, where he leads branch operations and staff development. Since joining Gather, he has focused on expanding the credit union’s presence on the North Shore, including the successful opening of the Kilauea branch.