Hadi Fakhoury is a CFP®-certified financial advisor with 15 years of industry experience, currently with Morgan Stanley in Los Angeles, CA. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of advising, he has ownership and officer roles in several restaurant and hospitality businesses in Orlando, FL, serving as a silent or active partner in these ventures. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a range of investment and financial products.

Herbert Smith is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Discern Securities, Inc. and Discern Investment Analytics, Inc. from 2010 to 2017 before joining Morgan Stanley. Outside of his advisory role, he owns and operates Founders & Players, an events business based in Los Angeles, and serves as executor or co-executor for estates in Falmouth, Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored 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 approved planning tools, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Janet Zhang is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Carissa Schlosser is a financial advisor at Morgan Stanley with 49 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning supported by advanced modeling tools and a structured planning process.