Marc Roggenkamp is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Lehman Brothers Inc. He is based in Beverly Hills, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery processes and utilizes proprietary planning tools as part of its advisory services.

Greg Thomas is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boise, ID. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Casey Wieczorek Jr. is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Morgan Stanley, having previously worked at Tradition Asset Management LLC and Candor Wealth Advisors LLC. Outside of his advisory role, he manages property investments through Main Street Chester Properties, LLC and Trey Mainstreet Associates, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services.

Kent Isom is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and with 11 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in assets and provides planning services both directly and through corporate agreements.

Marissa Dabbraccio is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Molly Koester is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held roles at both Morgan Stanley and UBS Financial Services over her career. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Mcauliffe is a financial advisor with Morgan Stanley and holds Series 63 and Series 65 licenses. He has 48 years of industry experience, including over nine years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Nash Lockie is a financial advisor with Morgan Stanley, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Brooke Thalacker is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation. Brooke joined Morgan Stanley in 2025 after prior experience at the University of Oregon and New Canaan Public Schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Erica Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2021. Prior to that, she was with Citizens Bank and PNC Bank. Outside of her advisory work, she operates a wedding officiant business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 applies a structured planning process supported by proprietary tools and market outlook models.

Andrew Yoon is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Fidelity Brokerage Services, JP Morgan Chase Bank, and Bank of America. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Dale Miller is a financial advisor with Morgan Stanley in Moscow, Idaho, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory role, Miller receives occasional publishing royalties from past books and is involved in business development with entities in automotive/transportation and publishing as well as a real estate partnership. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services that range from personalized planning to corporate financial planning agreements.

Jason Kinley is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities, Wells Fargo Clearing, and Wells Fargo Advisors. He is based in Alpharetta, GA. 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 supported by structured processes and firm-approved tools.

Lawrence Andrews III is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at City National Bank and RBC Capital Markets. Andrews currently serves clients from the La Jolla, CA office. 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 supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Christopher Boyd is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 license and bringing 22 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Boyd serves as a board member for the BGCCO Milo-Grogan Holding Company and the BGCCO Milo-Grogan PC Company, charitable organizations supporting youth development programs affiliated with the Boys and Girls Clubs of Central Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning and manages approximately $2.74 trillion in client assets.

Sandra Lanoie is a financial advisor at Morgan Stanley with 42 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. She holds Series 63 and Series 65 credentials. Lanoie serves on the advisory board of the Children’s Musical Theater in San Jose. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, combining tailored financial planning and investment services supported by structured discovery processes and firm-approved planning tools.

Kevin Michael Lavery is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025, following nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. Lavery serves as a board member of the Virginia Tech Alumni Association. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment research in its client offerings.

Pedro Balaban is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. He previously worked at Parkview International and UBS Securities LLC, and has a background including roles at Goldman Sachs and the University of Richmond. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning using firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Jennifer Segura is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in managing a family home rental investment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range 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 financial planning process that incorporates firm-approved tools and modeling techniques.

Frank Steenburgh IV is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 30 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. Morgan Stanley Wealth Management serves 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 economic modeling to support financial plans.