Tyler Johnson is a financial advisor at Morgan Stanley in Woodland Hills, CA, holding a Series 66 credential. He has one year of industry experience and previously worked as a freelancer for 12 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, without providing individual security recommendations as part of standalone plans.

Miguel Osio Sr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at various Morgan Stanley entities since 2002, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning solutions.

Otavio Cordioli is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to joining the firm, he was employed by the Consulate General of Brazil in Miami and spent a decade at Servico Nacional de Aprendizagem Comercial (SENAC). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers customized financial planning and manages approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and simulations.

Jose Manuel Torres Gonzalez is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at Insigneo and Fourshore Capital, and has been involved with Boston College Campus Recreation and Belen Jesuit Preparatory High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs. The firm emphasizes a structured financial planning process using firm-approved tools and serves clients through personalized planning and corporate financial planning agreements.

Antonio Ortega is a Series 66-licensed financial advisor with Morgan Stanley, based in Albuquerque, NM. He has one year of experience in the financial industry, joining Morgan Stanley in 2026. Prior to this, he worked in various roles including at the State of New Mexico and Thornburg Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Cory Martay is a financial advisor at Morgan Stanley based in Houston, TX, with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and quantitative models to support its financial planning process and delivers services through a broad range of investment and advisory offerings.

Alana Dubois is a financial advisor at Morgan Stanley in West Hartford, CT, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior work experience at TEKsystems, American Eagle Outfitters, Bristol Hospital, and in academic roles at Fairfield University and Florence University of the Arts. 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 supported by firm-approved tools and research.

Seung Shin is a financial advisor with Morgan Stanley in Owings Mills, MD, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that integrate quantitative modeling techniques.

Luke Lundberg is a financial advisor at Morgan Stanley in Seattle, WA, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple financial firms, including J.P. Morgan Securities and Sandpiper Strategies LLC. Outside of finance, he has been involved in entrepreneurial ventures such as M Culinary Concepts LLC and College Movers LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a wide range of investment and wealth management solutions.

Victor Raxsdale is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory role, he serves as an Assistant District Governor for Rotary District 6200 and is a board member of the Foundation for Wellness. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and strategies.

Barbara Fazio is a Series 66-licensed financial advisor with Morgan Stanley in Sea Girt, NJ, where she has worked since 2009. She has 24 years of industry experience. 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 structured planning tools and models to assist clients, while generally acting in an advisory capacity.

Dwight Tomlin is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he manages a family-owned apartment complex with 16 units in Jackson, TN. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning solutions. The firm uses structured planning tools and investment modeling techniques while offering both direct and employer-based financial planning services.

Shawn Liebel is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Michael Bergan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs serving both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Angela Degis is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked for Dr. Eric I. Degis, DC PC from 2011 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including financial planning supported by analytical tools and tailored investment strategies.

James Likes is a financial advisor at Morgan Stanley with 25 years of industry experience and holds the Series 66 designation. His prior roles include positions at Equitable Advisors, Wedbush Securities Inc., and Wells Fargo Advisors. Outside of his advisory work, he is also employed as an Uber driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Nicole Rasmussen is a financial advisor with Morgan Stanley in Petaluma, CA, holding Series 63 and Series 65 licenses and possessing 27 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 that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Carla Kavanaugh is a financial advisor with Morgan Stanley Smith Barney in Indianapolis, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and Secular Return Estimates to support client outcomes.

Annie Tran is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017. Prior to her advisory role, she was employed at UC Irvine from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broader investment and trading activities.

Matthew Abers is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.