Leonard Johnson is a financial advisor at Morgan Stanley in San Antonio, TX, with 12 years of industry experience. He has held positions at Morgan Stanley since 2018 and previously worked at JPMorgan Securities LLC from 2015 to 2018. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Pablo Hinojosa is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience working in various roles including positions at the Jose Andres Group and Partner Re. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and offers both direct and corporate financial planning services.

John Spaeth is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved as a partner in agricultural enterprises and real estate businesses based in Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market insights.

Mary Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior roles at Bank of America and Merrill. Outside of finance, she is involved as a holiday artist, creating themed art pieces. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by a structured discovery process and firm-approved tools. The firm manages significant client assets and provides a range of investment and planning services without offering individual security recommendations as part of standalone plans.

Jacob Marquez is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Oregon Health & Science University and held roles at Toyota of Gladstone and Oregon State University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and provides a broad range of investment and financial services.

Brandon Haag is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon earned his high school diploma from Wichita Southeast and a bachelor's degree from the University of Kansas. Brandon specializes in helping clients build comprehensive wealth management strategies tailored to their individual needs. His expertise includes divorce transition planning, family wealth management, retirement income and planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. As a qualified portfolio manager, he offers personalized investment strategies that may incorporate individual securities, Merrill Lynch model portfolios, and third-party strategies, and he provides discretionary management through the firm’s Investment Advisory Program. Brandon is committed to transparent communication and uses a disciplined process to support clients’ current lifestyles, retirement goals, and legacy planning. In addition to his professional work, Brandon is actively involved in his community. He serves on the Board of Directors for CASA of Sedgwick County, supporting children in finding safe and permanent homes. Outside of work, he enjoys golfing, hiking, running marathons, skiing, traveling, and spending time with his wife and two daughters.

Kenyatta Harris is a financial advisor at Morgan Stanley with 15 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Charles Schwab and Charles Schwab Bank from 2010 to 2022. Outside of her advisory role, she is involved in content creation and affiliate marketing through her ownership of JK Effect Media LLC and participates in online sales and delivery services with platforms such as Poshmark, DoorDash, TikTok, and Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and serves clients under both direct and corporate financial planning agreements.

Martin Berishaj is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Equitable Advisors, LLC. and has a background including roles at Hudson Interxchange, Douglas Elliman, and Syracuse University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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 planning process using firm-approved tools and modeling techniques.

Jacobo Guzman is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Guzman serves as a trustee for Har Zion Temple and is a member of the advisory board for the Philadelphia Union Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional services.

Dain Armstrong is a CFP® professional with 18 years of experience, currently serving as a financial advisor at Morgan Stanley in Provo, Utah. His prior experience includes positions at Bank of America and Merrill. In addition to his advisory work, he is the sole proprietor of American Polling Machine LLC, a technology-related business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based planning services.

Judy Myers is a financial advisor with Morgan Stanley in Champaign, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she owns farmland that she rents to a farmer. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, with a structured financial planning process that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services along with activities such as principal trading and private fund relationships.

William Morthel is a Series 66-registered financial advisor with Morgan Stanley in San Francisco, CA, bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns rental property in Southern California, which he manages passively through a property management company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Donna Goode is a Series 66-licensed financial advisor with Morgan Stanley in Sacramento, CA, where she has worked since 2009. She has 18 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

David Lin is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Morgan Stanley since 2017, including the Private Bank division from 2018 onward, and previously at Senji Corporation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm reports managing approximately $2.74 trillion in client assets and delivers services through various financial planning and investment strategies.

Miguel Zorrilla is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the board of Southwestern University, where he is involved with the Fiscal Affairs, Student Affairs, and Investment Committees and currently chairs the Fiscal Affairs Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Liping Tan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Columbia University, University of California, San Diego, Bank of America, Pasadena City College, and Rosemead College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process uses firm‑approved tools and scenario modeling, with clients responsible for plan implementation and updates.

Michele Finley is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2012 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by firm-approved planning tools and advanced modeling techniques.

David Foreman is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves as an elder at Cedar Grove Community Church. 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 using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Garrett Symmes is a financial advisor with Morgan Stanley in Madison, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Outerknown LLC, Lole Bands USA LLC, Coalision USA/Lole, and Alo LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques, and Morgan Stanley offers a range of products including wrap programs and private fund relationships.

Scott Tonnesen is a CFP®-credentialed financial advisor with Morgan Stanley, bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Tonnesen also has an ownership interest in a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning tools with comprehensive investment options.