James Small is a financial advisor with Morgan Stanley in Vero Beach, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, he is a partner at Windemeade Partners LLC, a real estate investment firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and investment estimates.

Daniel O'Neill is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a manager for Auburn Erik LLC, a residential rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market outlooks.

Erwin Moosher is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Moosher is based in Vero Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a variety of investment strategies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Mark Ahern is a financial advisor at Morgan Stanley with 42 years of industry experience. He has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously worked at Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses and serves as a trustee in a trust-related role. 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. Their planning approach incorporates firm-approved tools and quantitative models while operating primarily in an advisory capacity.

Susan Milanak is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Morgan Stanley and has previously worked at Gem Financial Advisors, Inc. and LPL Financial, LLC. Milanak serves on the board of the Emily Brooks Foundation, a community and charitable organization. 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 resources.

Robert Finan is a financial advisor with Morgan Stanley in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley since 2013, including a role with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the finance committees of Holy Cross Catholic Church and the Diocese of Trenton and is a board member of Frictionless Enterprises LLC, a technology firm focused on business development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.