Charles Rahn is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Fifth Third Securities and Fifth Third from 2010 to 2022. He serves as a board member of a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Thomas Mccann Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Morgan Stanley and its Private Bank since 2013. Outside of his advisory role, Mccann serves on the board and investment committee of the charitable organization Honoring Our Veterans and is a board member of the Jackson Hole Airport. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Philip Kang is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Cristal Marquez Tovar is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models.

Eva Sofia is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2023 and Morgan Stanley Smith Barney LLC since 2022. Outside of her advisory role, she is the sole proprietor of Gaia Med PLLC, a healthcare-related business in Seattle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured approach to financial planning using firm-approved tools and scenario modeling.

Monique Butler is a financial advisor at Morgan Stanley in Macon, GA, holding a Series 66 license with nine years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016 and 2017, respectively. Outside of her advisory role, she is a sole proprietor of a rental property business in Augusta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its services.

Lester Dominguez is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and comprehensive investment offerings across retail and institutional sectors.

Chad Essington is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved as a member of Idiot Wind LLC, which pools funds to invest in Heaven's Door Spirits, LLC. 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. The firm manages approximately $2.74 trillion in client assets and offers services incorporating firm-approved planning tools and outcomes modeling.

Samuel Buxton is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member of the East Hampton Tennis Club, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analyses.

Matthew Steinberg is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to his financial career, he has experience with Fox Sports and the Lancaster Barnstormers Baseball Team. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a wide array of investment and financial services.

Coalter Smith is a financial advisor at Morgan Stanley in Charleston, SC, holding a Series 66 designation. He began his advisory career in 2026 and previously worked with the PGA Tour Americas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Blake Cramer is a financial advisor at Morgan Stanley in Muskegon, MI, holding a Series 66 designation with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and a position at Grand Valley State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Michael Fleming is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning, and manages approximately $2.74 trillion in client assets.

Mark Psaltis is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Goldman Sachs, Merrill, Bank of America, and currently Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as a trustee for a trust in Burr Ridge, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Yung Lun Lo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at T-Mobile USA in various roles and had brief stints at Target, True Food, and as a self-employed professional. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services that utilize structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

John Tucker III is a financial advisor with Morgan Stanley in Jackson, Tennessee, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns Lone Oak Holding LLC, a real estate investment business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Frank Vellucci is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley since 2017, including time with Morgan Stanley Private Bank, N.A., and was previously with Merrill from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual 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 employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Sharon Harshbarger Kucera is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate financial planning agreements.

David Hatz is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at UBS Financial Services for nine years. 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, including tailored financial planning supported by structured discovery and planning tools.

Sevdi Dauti is a CFP® professional with 26 years of industry experience, currently serving at Morgan Stanley. Prior to joining Morgan Stanley in 2025, he worked for 15 years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using approved tools and modeling techniques to assist clients in developing personalized plans.