Brooke Reilly is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies structured discovery processes alongside firm-approved planning tools in its advisory services.

Crista Gee is a financial advisor with Morgan Stanley in Ithaca, NY, holding a Series 63 designation and bringing 21 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Arthur Lustgarten is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 24 years of industry experience. His background includes ownership of an accounting firm and prior leadership of Lustgarten Financial Services, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and extensive affiliate resources.