Stephen Dalton is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 1998. Outside of his advisory role, he serves as a trustee/co-trustee of a trust in Pennsylvania. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to support financial decision-making.

Edward Washell is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the finance committee of the nonprofit Bob Perks Fund in State College, Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process incorporates firm-approved tools and modeling techniques, serving clients through both direct and corporate financial planning agreements.

W Waldeisen III is a financial advisor with Morgan Stanley in State College, PA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Morgan Stanley since 2009, working both with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory services.

Amy Dalton is a financial advisor with Morgan Stanley in State College, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Dalton also serves as a trustee or co-trustee for a trust in Reedsville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients through advisory services without offering individual security recommendations as part of standalone plans.

Patricia Aguer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney since 2020, and previously spent ten years at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment offerings.

Nanette Hall is a financial advisor at Morgan Stanley in State College, PA, holding a Series 66 license with 16 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured processes and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Brodie Dalton is a financial advisor with Morgan Stanley in State College, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is an officer of Getty's Ridge Rod and Gun Club, a fishing, camping, and hunting organization in Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 direct plans and corporate financial planning agreements.

Kirk Aguer Sr. is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory work, he is involved in property management and construction through his partnership in Aguer Nobori Properties. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques while offering both direct and employer-sponsored financial plans.

Christopher Jones is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Outside of his advisory role, he is the sole proprietor of a property management business in State College, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Thomas Hall is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in State College, PA. He has held positions at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously worked at Bank of America and Merrill. Hall is a board member of Rose Lake Investments, a private company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools.

Kathryn Shoaf is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Erica Kainuma is a financial advisor at Morgan Stanley in State College, PA, holding Series 66 and Series 63 licenses with six years of industry experience. Her prior roles include positions at TD Ameritrade, Bekk Consulting LLC, and T. Rowe Price. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning arrangements.