Justin Van Uden is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery and modeling tools but does not include individual security recommendations as part of the standalone planning service.

Christopher Labelle is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

James Landers is a Certified Financial Planner® (CFP®) with 27 years of experience in the financial services industry. He is currently with Morgan Stanley, having held roles there and at Morgan Stanley Private Bank, N.A. since 2023. Prior to that, he worked at E*TRADE Capital Management and E*TRADE Securities for six years and spent 19 years at Merrill. Morgan Stanley Wealth Management offers a 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 both direct and corporate financial planning services.

Madison Osias 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of finance, he serves as an assistant softball coach at Saddleback College. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies, supported by firm-approved planning tools and industry research.

Sumana Kar is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. Outside of finance, she operates a bead jewelry making business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under Corporate Financial Planning agreements.

Thomas Eggleston is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Lauren Sambrano is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Robert Peng is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. 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 financial planning process using firm-approved tools and modeling techniques.

Fiona Ventura is a Series 66-licensed financial advisor with six years of experience, currently working at Morgan Stanley in Irvine, CA. Her prior roles include positions at Windsor Communities, Lewis Management Corporation, and Arts Table. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and analyses.

Michael Roane Jr. is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns and manages residential 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 employs structured planning processes supported by proprietary tools and serves a wide range of clients through both direct and corporate financial planning agreements.

Robert Mcquade is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including corporate financial planning agreements and access to various investment products.

Darnell Jackson is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and 66 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank. Jackson serves as a member of the University of Michigan Economic Leadership Council and the Dean’s Advisory Council. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and corporate financial planning agreements.