Jake Schepps is a financial advisor at Morgan Stanley in New York, holding a Series 66 credential and with less than one year of industry experience. His prior work includes positions at UBS Global Wealth Management and involvement with Alpha Epsilon Pi. Outside of finance, he has experience running a resale business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets through tailored financial planning and a range of investment programs.

Dawn Mazzey is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations as part of its advisory process.

Matthew Arnella is a financial advisor with Morgan Stanley, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, J.P. Morgan Securities, and Citigroup Global Markets. He is based in New York, NY. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that uses firm‑approved tools and modeling techniques.

Damon Gallagher is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and has concurrently been affiliated with the University of Stony Brook since 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Michael Brathwaite is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Outside of his advisory work, he serves as a director for Business Network International. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 offers both direct and corporate financial planning services.

Kelsey Brooks is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Brooks held positions at Cambridge Investment Research and multiple entertainment industry payroll and production service companies. Outside of finance, Brooks has involvement with French Press Coffee House. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process utilizes structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without offering individual security recommendations within standalone plans.

David Chong is a financial advisor at Morgan Stanley with 25 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 2021, following nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory services to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Patrick Langone Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as a FINRA Hearing Panelist and is a District Committee Member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Antonio Silva Jr. is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and eight years of industry experience. He has been with Morgan Stanley since 2015, including three years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alexander Emanuel is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with approximately one year of industry experience. Prior to joining Morgan Stanley in 2026, he held positions at Herold & Lantern Investments, Inc. and Colonna & Rosen, P.A. He has also worked with Staten Island Academy Day Camp. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 proprietary tools and committee-driven market estimates.

Elizabeth Berstler is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. 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, managing approximately $2.74 trillion in client assets.

Francesca Zavolta is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Eric Roth is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning and using firm-approved tools and methodologies to support client outcomes.

Paula Romoff is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Before joining Morgan Stanley in 2020, she worked briefly at LPL Financial, H. Beck, Inc, Planning Works LLC, and ID Travel Group. Outside of finance, she owns Peeps Consulting, an interior design business established in 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and scenario modeling to support client decision-making.

Eduardo Bacares is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney 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 range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Karen Felmly is a Certified Financial Planner® with 28 years of industry experience. She currently works at Morgan Stanley, having joined in 2020 after 22 years at Merrill. 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 and financial planning services that utilize structured discovery processes and advanced modeling tools.

Irina Aristova is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Citigroup and the Ural Bank for Reconstruction and Development. 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 both direct and corporate financial planning services.

Ryan Peter is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at PepsiCo in 2021 and has an academic background from Saint Lawrence University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Liliana Nevins is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. She joined Morgan Stanley in 2024 and has prior experience in education, having worked at the University of Georgia and several schools from 2014 to 2025. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Dilaun Bonni is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, Bonni worked at RBC Dominion Securities from 2021 to 2026. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning services.