Kevin Forrest is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is involved in an automotive business focused on buying, repairing, and reselling vehicles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

Anthony Dacruz is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in two recreational businesses, Tac House LLC and Pebble in Your Shoe LLC (dba Stumpy's Fairfield). Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Carolina Uribe Cemin is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2016, including a year at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she co-owns a rental property in South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm employs a structured planning process that incorporates firm-approved tools and does not provide individual security recommendations as part of its standalone planning program.