David Gambelin is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and research.

Luke Sweet is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 license with six years of industry experience. Before joining Morgan Stanley in 2018, he worked at Lyft for one year and spent two years at the University of California, Davis. Sweet also served in the United States Army National Guard from 2008 to 2016. 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 using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Wayne Cymrot is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney. Outside of his advisory role, he serves as a successor trustee in an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of 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 as part of its financial planning process.

Szufan Su is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, Szufan worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other financial institutions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its investment approach includes structured discovery conversations and firm-approved planning tools, with planning services supported by the Global Investment Committee’s market estimates and modeling techniques.

Jason Silva is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and resources.

Yuko Mihara is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UnionBanc Investment Services and Union Bank of California. She is based in San Jose, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and comprehensive investment management services.

Daniel Kaypaghian is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank since 2015. He also has prior experience with Omniquest Capital, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by approved tools and modeling techniques.

Jason St. Claire is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and investment services supported by firm-approved planning tools and strategies.

Annie Wakayama is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Michael Hack is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of Hack Family Orchard, an agricultural business in Los Gatos, California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Yvonne Tran is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 designation with 14 years of industry experience. Her career includes seven years at Charles Schwab and Charles Schwab Bank before joining Morgan Stanley Smith Barney LLC in 2018. Outside of her advisory work, she is involved in rental property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 established investment tools.

Jami Rhoads is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with 17 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Bryon Botsford is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Citigroup Global Markets, Barclays Capital, and Lehman Brothers. He serves as a board member of the Tall Trees Foundation, a nonprofit organization based in Palo Alto, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured processes and proprietary planning tools.

Jesse Blount III is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various capacities within Morgan Stanley affiliates since 1997. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and utilizes firm-approved tools and processes to support client investment strategies.

Thomas Donnelly is a financial advisor at Morgan Stanley with 13 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 2020, following prior roles at Wells Fargo Clearing and Merrill. Outside of his advisory work, he serves on the Finance Committee of the Monterey Museum of Art. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and resources.

Leslie Figone is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been with Morgan Stanley since 2009. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Amy Chu is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Morgan Stanley and its related entities since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 offers services directly to individuals as well as through Corporate Financial Planning agreements.

Joseph Bummer is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individuals 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 firm-approved methodologies in its financial planning process.

Kurt Carrasquilla is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He teaches investment-related classes at the University of California at Berkeley and Stanford University and serves on the UC Berkeley CFP Program Advisory Board. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, and the firm offers a range of investment and brokerage services.

Lawrence Lo is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2019, having been with Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 1998 to 2009. He is based in San Jose, California. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and advanced planning tools, managing approximately $2.74 trillion in client assets.