ADVISOR BIO

Bryce Kotaro Thayer is a registered representative with Morgan Stanley. Bryce has been in the securities industry since June 2, 2014 and holds a Series 7, Series 66, and SIE license. Bryce specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

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Claire Miyasato is an active investment advisor representative with Morgan Stanley. Claire has been in the securities industry since September 1, 2005, and has worked for Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Claire has Series 7, 31 and 66 licenses and SIE certification. Claire is registered in California, Delaware, Florida, Hawaii, Maryland, Oregon, Texas, and Washington. Claire specializes in portfolio management for individuals, businesses, and investment companies. Claire offers financial planning, pension consulting, educational seminars, and selection of other advisers. Claire is also a sole proprietor of rental property.

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David Brice Toyomura is a registered investment advisor representative with Morgan Stanley. David has been in the financial services industry for over 22 years. He is a licensed securities professional with Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE). David has a history of working at Citigroup Global Markets Inc. before joining Morgan Stanley. His office is located at 33 LONO AVENUE, SUITE 330 in KAHULUI, HI. David is registered in multiple states including, Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington. David specializes in serving the needs of high-net-worth individuals, investment companies, corporations, insurance companies, and charitable organizations.

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Douglas Karatsu is a financial advisor in Kahului, Hawaii. Douglas is a Registered Representative of Morgan Stanley and has been in the securities industry since 2011. Douglas is licensed to provide financial advice in 26 states and holds the Series 66, Series 7, and SIE licenses. Douglas provides financial advice to individuals, businesses, trusts, investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, banking or thrift institutions, corporations or other businesses, state or municipal government entities, and individuals other than high-net-worth. Douglas is a Registered Investment Advisor and is licensed to provide investment advice in Hawaii and Texas.

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Emi Mori George is an active investment advisor representative with Morgan Stanley. Emi has been in the industry since 2001 and is licensed in 51 states and 2 jurisdictions. Emi holds a Series 3, 7, 9, 10, 63 and 65 license. Emi has been with Morgan Stanley since 2011, previously working with MORGANS STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., LASALLE ST SECURITIES, L.L.C., and SALOMON SMITH BARNEY INC.. Emi is a registered representative for Morgan Stanley and provides investment advice to individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Emi provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

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James Makoto Moriyasu is a financial advisor who has been in the industry since 1978. James currently works for Morgan Stanley and is registered with both FINRA and the SEC. James also has registrations in 21 states. James specializes in a wide range of financial services, including asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Prior to joining Morgan Stanley, James worked at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. James is a licensed securities representative and holds the Series 3, 5, 7, and 63 licenses, as well as the SIE and Series 65. James is also a Registered Representative of Morgan Stanley Smith Barney LLC.

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Jill Senter is a financial advisor registered with Morgan Stanley. Jill has been in the financial industry since 2015 and holds a Series 66, Series 7TO and SIE licenses. Jill specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars.

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Julie Sachiko Petro is a Registered Representative with Morgan Stanley. Julie Petro has been in the industry since March 2014. Julie Petro is currently registered in 18 states. Julie Petro has passed the Series 66, SIE and Series 7 exams. Julie Petro has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and the General Securities Representative Examination. Julie Petro is a Limited Partner in a family LLC called KASK, LLC and is also a Sole Proprietor of a rental property in Honolulu, Hawaii. Julie Petro's current employer, Morgan Stanley, is headquartered in Purchase, New York, and has 15,700 licensed agents, 22,500 investment advisor representatives and 26,100 registered representatives. Morgan Stanley has assets under management of more than $1 trillion.

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Mark Alan Rich is a financial advisor with over 20 years of experience in the industry. He currently works at State Farm Investment Management Corp. Mark has a broad range of experience and expertise, with a particular focus on investment company products and variable contracts. Mark obtained his Series 6, Series 26 and Series 63 licenses in 1998 and holds the Chartered Financial Consultant designation. Mark is also the owner of the Mark Rich's Insurance Agency, which is a State Farm insurance agency.

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Robert Vincent Pellettieri is a financial advisor who has been active in the industry since June 1984. Currently, Robert Vincent Pellettieri works for Morgan Stanley. Robert Vincent Pellettieri has held previous roles with firms like CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., HAMPSHIRE SECURITIES CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PENNSYLVANIA SECURITIES COMPANY, and RELIASTAR FINANCIAL MARKETING CORP. Robert Vincent Pellettieri provides a range of services including financial planning, pension consulting, and educational seminars.

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