James Mcintire Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 50% partner and owner of Prezzies, a retail gift shop, alongside his spouse. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sodiq Kaitow is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Diane Kraft Dziedzic is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Kristen Hillery is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2026, with prior roles at Fidelity Investments and Mass Mutual Investors Services. Her background also includes experience in the insurance sector and earlier work in financial services and private business. 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 employs a structured planning process supported by firm-approved tools and market scenario modeling.

Mitchell Kernus is a Certified Financial Planner (CFP®) with over 32 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2022, following prior roles at Bank of America and Merrill Lynch. Kernus also has involvement with a trust business in Alexandria, Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and delivers services through a large network of financial advisors.

Leila Peck is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank division since 2009 and 2015, respectively. She also serves as an executor or co-executor for an estate in Potomac Falls, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.