Samantha Lui is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley Services Group, Inc. since 2018 and has been with Morgan Stanley Smith Barney LLC since 2012. Prior to that, she worked at Wintrust Investments LLC and J.P. Morgan Securities. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning process supported by firm-approved tools and market outlook models.

Darryl Aikens is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, JPMorgan Securities, Hunken-Ewing Financial Group, and Yelp. He has been with Morgan Stanley since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and offering access to extensive investment resources and planning tools.