David Knudsen is a financial advisor at Morgan Stanley in San Jose, CA, with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Atop Inthamala is a Series 66-credentialed financial advisor with eight years of industry experience, currently serving clients at Morgan Stanley. Prior to joining Morgan Stanley in 2022, Inthamala worked for UBS Financial Services Inc. from 2016 to 2022 and has experience outside the financial industry through a role at Min Sok Chon, a Korean bar and restaurant. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of investment programs, utilizing structured planning tools and market modeling techniques.

Terry Goss is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, following eight years at Stifel Nicolaus. Outside of finance, Goss owns Terry Goss Photography, a business focused on photography sales, prints, merchandise, and book licensing, and is active as a bassist and composer in multiple musical groups. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings.

Gabriella Wang is a financial advisor at Morgan Stanley in San Jose, CA, with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes two tenures at Morgan Stanley, from 2015 to 2018 and from 2019 to the present, as well as a period at CyberX from 2018 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.