Daniel Anderson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. 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, and manages approximately $2.74 trillion in client assets.

Dante DAquila is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop unique financial plans and investment strategies. He focuses on understanding each client's individual situation and simplifying complex financial concepts to aid informed decision-making. Dante has gained extensive experience in the financial industry through various roles, including Investment Consultant and Investment Solutions Representative at Fidelity Investments, as well as Senior Internal Consultant at Janus Henderson Investors. His background provides him with insight into handling both straightforward and complex financial situations. Outside of his professional work, Dante enjoys activities such as fishing, golf, movies, music, snowboarding, and traveling.