Ashley Adkinson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Clayton Mc Kown is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and previously worked at Infinex Investments, Inc. and Centennial Bank. 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. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

M Estes is a financial advisor with Morgan Stanley in Winter Haven, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to develop financial plans, while clients are responsible for implementing these plans.

John Scheck Jr. is a financial advisor with Morgan Stanley in Winter Haven, FL, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner in Bullish on Bamboo, LLC, a real estate and agriculture business based in Winter Haven, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

April Wheeler is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has previously worked at firms including UBS Financial Services, Merrill, Bank of America, and Cassidy Holdings Group. She is based in Winter Haven, FL. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but does not provide individual security recommendations as part of standalone plans.

Joshua Lewis is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.