Gabriel Mendoza is a financial advisor at Morgan Stanley with six years of industry experience. He previously worked at UBS Financial Services for eight years and has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2025. Mendoza is the managing member of Ticket Chomp LLC, a technology firm based in Carlsbad, California. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Robert Kearney is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, ClearPoint Neuro, IRRAS USA, and Philips. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Angela Alldredge is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at CitiGroup, Bank of America, and Merrill. Outside of her advisory role, she manages a rental property through a family trust. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Nicole Choi is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at UBS Financial Services, Cetera, and LPL Financial. Outside of her advisory work, she serves as the sole trustee of a family trust and is involved in pet care services as an independent contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

David Henesey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leverages nearly 20 years of experience in the financial services industry to help individuals, families, and corporations identify financial goals, create comprehensive wealth management plans, and execute those plans effectively. His approach emphasizes a personal touch and building relationships to support clients in achieving their objectives. David's expertise includes college education planning, executive compensation, equity compensation services, family wealth management strategies, retirement income, and portfolio management services. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, the Personal Investment Advisor designation, and FINRA Series 7 and 66 registrations. He earned a Bachelor of Arts degree from Rollins College and an MBA from Babson College. Originally from the Boston area, David now resides in San Diego with his wife and two children. Outside of his professional work, he enjoys golfing, skiing, and spending time with his family.

Stacey Waite is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Prudential Insurance Company of America and BrightHouse Securities. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling to support its financial planning process.