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.