Adam Lang is a CFP® with 20 years of industry experience, currently serving at Morgan Stanley in Boca Raton, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Lang is a board member and treasurer of the Broken Sound Masters Association, a community organization in Boca Raton. He also operates an eBay business selling his sports card collection. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating global market estimates and modeling tools.

Hunter Pearl is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017. Outside of his advisory role, he serves as an assistant men's lacrosse coach at St. John Paul III School and coaches high school players with the Florida Elite Lacrosse Club in Boca Raton, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Patricia Corbett is a CFP® with 33 years of experience in the financial services industry. She has worked at Morgan Stanley Private Bank, National Association since 2015, and has been with Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009 and 2008, respectively. Corbett is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Larry Wachtel is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through employer agreements.

Jeannette Deorchis is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a prior role at Citigroup Global Markets beginning in 1994. Outside of her advisory role, she manages rental property activities on a personal basis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through diverse financial products and strategies.

Marcus Blake is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he serves as an officer for Blake Capital LLC, a business involved in the automotive and transportation sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Justin Cotroneo is a Series 66-credentialed financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and TD Bank. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Lisa Chepren is a financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Chepren holds a Series 63 designation. Morgan Stanley Wealth Management serves 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 utilizes a structured planning process supported by firm-approved tools and analytical models.

Howard Guggenheim is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide 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 employs structured planning tools and proprietary models as part of its advisory process.

Paul Bomwell is a Series 63-licensed financial advisor with Morgan Stanley, based in Boca Raton, FL. He has 40 years of industry experience, including 20 years at UBS Financial Services before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Blake Hallock is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee for a trust in Boca Raton. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Barry Manko is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2008. Outside of his advisory role, he owns LLCs established to hold exotic cars. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market outlook models.

Juan Carballo is a financial advisor at Morgan Stanley with 21 years of industry experience. He has held his current position at Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Monique Oerth is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018 and previously was employed at Twinlab Consolidated Corporation from 2015 to 2018. Oerth serves as a trustee involved in estate administration and holds a power of attorney related to investment activities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and approved planning tools as part of its financial planning process.

David O'Connor is a Series 66-licensed financial advisor with Morgan Stanley, based in Boca Raton, FL. He has 12 years of industry experience and has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. He serves on the board, finance committee, and audit committee of the Florence Fuller Child Development Centers, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.