The Kelliher Corbett Group at Morgan Stanley is passionate about bringing clients an objective, disciplined, and results-oriented investment advisory experience. It is our primary responsibility to act as a clients financial advisor and advocate. For over 28 years, The Kelliher Corbett Group has been a trusted advisor to individuals, families, businesses, and nonprofit organizations. We provide clients with the scope, scale and oversight of a global financial services firm coupled with the independence, objectivity, and service capabilities of a boutique advisory and consulting group. It is our longstanding philosophy that risk is manageable, and that managing risk all of the time, including before a crisis, is the best way to ride out inevitable and often unpredictable events. Core Capabilities: Experience & resources that make a difference 12-Member practice with 25 years average investment advisory & consulting experience* The Groups 5 Principals have been with practice since at least 2006 Over $4 billion in assets under management (unaudited, as of 3/31/2021) Backed by the strength of Morgan Stanley, with over $5.4 trillion in assets under management (as of 3/31/2021) Over 130 institutional & corporate clients Serving approximately 40,000 retirement plan participants Independent & objective stewards Open architecture platform Independent, non-proprietary investments Fee transparency & cost-efficient solutions Professional Focus: Nonprofit Entities and Endowments, 401(k) Plans, ERISA, Defined Benefit Plans, Unions, Discretionary Portfolio Management, Asset Allocation, Wealth Preservation, Liquidity Events and Estate Planning Strategies. Awards & Recognition: 13-time recipient - "Top 100 Retirement Plan Advisory Teams" - PLANADVISER Magazine - The Kelliher Corbett Group (2004-14, 2016, 2018) 7-time recipient - "Americas Top 1200 Financial Advisers" - Barron's Magazine - Stephen Kelliher (2014 - 2019, 2021) 3-time recipient - "Top DC Advisor Firms" - National Association of Plan Advisors (NAPA) - The Kelliher Corbett Group (2017, 2019, 2020) Contact Information: The Kelliher Corbett Group at Morgan Stanley 141 Longwater Drive Norwell, MA 02061 www.KelliherCorbettGroup.com KelliherCorbettGrp@MorganStanley.com (781) 681-4949 *Please see the team website, https://advisor.morganstanley.com/the-kelliher-corbett-group for details about the members, their functional titles and their individual years of experience. 