Katrina Masada is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Edward Jones for 16 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Cynthia Lee is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Honolulu, HI. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a trustee for multiple family trusts and is involved in property management and real estate activities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive wealth management solutions without offering individual security recommendations within its standalone planning services.

Lina Aiwohi is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets, Inc. since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers various planning tools supported by its Global Investment Committee.

Grant Kubota is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory role, Kubota serves on the Finance Committee of Waialae Country Club in Honolulu. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools to support client goals without providing individual security recommendations as part of standalone planning.

Geal Talbert is a CFP® and ChFC® with 39 years of industry experience. He currently serves as a financial advisor at Morgan Stanley and has prior experience at UBS Financial Services. Outside of his advisory role, Talbert is a board member of Ikaika Hawaii, a sports organization, and Ohana Housing USA, a charitable group. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

Lindsay Mist is a Series 66-credentialed financial advisor at Morgan Stanley with 16 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2008 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves on the Investment Committee board of Goodwill Hawaii. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in delivering its services.

James Bennett is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, Bennett serves as the sole trustee and beneficiary of an irrevocable trust managing inherited real estate investments. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without offering individual security recommendations in standalone planning.