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OTHER COMPANIES

AIG/Corebridge/ General American

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American Funds (Individual Investor)

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American Funds (Retirement Plan Participant)

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American Funds (Retirement Plan Employer)

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Columbia Threadneedle

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Eaton Vance

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Franklin Templeton

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Guardian Life

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John Hancock

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Midland National

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Morningstar

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Mutual of Omaha

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Nationwide Financial

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OneAmerica

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Pacific Life

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Pershing - Royal Alliance (RAA eQuipt)

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Pershing - NetX Investor (for Entities)

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Principal

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Protective Life

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Prudential

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SunLife/ Union Security

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T Rowe Price

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Talcott/Hartford

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Thornburg

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David Takagi

David Takagi

Partner, Financial Advisor

(808) 523-6840 Ex.26

(808) 531-2399

Grant Jones

Grant Jones

Partner, Financial Advisor

(808) 523-6840 Ex.20

(808) 531-2399

Joann Tagaca

Joann Tagaca

Administrative Assistant

(808) 523-6840 Ex.25

(808) 531-2399

Karen Vance

Karen Vance

Partner, P&C Insurance Manager

(808) 523-6840 Ex.24

(808) 531-2399

Megan Takagi

Megan Takagi, CFP®

Partner, Director of Business Development

(808) 523-6840 Ex.27

(808) 531-2399

Myrna Bermundo

Myrna Bermundo

Assistant to Taea Takagi-Jones - P&C Insurance

(808) 523-6840 Ex.23

(808) 531-2399

Sharon Yamamoto

Sharon Yamamoto

Part-Time Staff Member

(808) 523-6840

(808) 531-2399

Taea Takagi-Jones

Taea Takagi-Jones

Partner, Financial Advisor

(808) 523-6840 Ex.21

(808) 531-2399