John Mackey is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, where he has worked since 2018. He has four years of industry experience, including prior roles at New York Life Insurance and a position with the North Shore Navigators. Outside of finance, he was involved with D&J Refreshments for three years. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations in standalone plans.

Henry Hagood is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is Vice President of the Pinnacle Chapter of BNI, a professional networking group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and principal trading activities.

Virginia Rockey is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and joined Morgan Stanley in 2024 after two years at Merrill. Prior to her financial services career, she participated in the AmeriCorps NJ DEP Watershed Ambassador Program. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services without providing individual security recommendations as part of standalone plans.

Conner Fowler is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at MVB Financial Corp., West Virginia University, and Northwestern Mutual. Outside of finance, Fowler has been involved with several business ventures including Aloha Management LLC and Morgantown Wing Company, LLC. Morgan Stanley Wealth Management is a global investment adviser and broker-dealer servicing both individual and institutional clients. The firm offers a variety of advisory programs centered on tailored financial planning and employs advanced modeling tools to support client strategies.

Briner Ellis is a financial advisor based in Cincinnati, OH, affiliated with Morgan Stanley. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life/Western Southern Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm‑approved tools and methodologies to support tailored client strategies.

Christina Caban is a financial advisor at Morgan Stanley in Morristown, NJ, with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA for six years. Outside of her advisory role, she is involved in property management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

Qingyu Yang is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Citibank and Citigroup before joining Morgan Stanley Private Bank in 2023. Yang holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jared Mcclure is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2024, following a 16-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Samuel Hodges is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Hodges’s background also includes a role at Baylor University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kimberly Scheffler is a financial advisor with Morgan Stanley in Glens Falls, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved as a sales representative for Plexus Worldwide, a health and wellness products company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that use firm-approved tools and models to support client goals.

Charles Younger is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he serves as a board member for Stone Cemetery in St. Joe, Arkansas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to develop customized financial plans without offering individual security recommendations as part of its standalone planning service.

Joseph Feola III is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he worked at Bridgeway and Northwestern Mutual and has been involved with Carlynton School District as a boy’s soccer coach. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis.

Hayley Fisher is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at City National Bank and CBRE. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Curtis Lucas is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Yelp. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods.

Leila Aleyaseen is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 21 years of industry experience. She previously worked at UBS Financial Services for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 discovery conversations and firm-approved planning tools in its financial planning process.

Emily Stark 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 Smith Barney LLC since 2020. Prior to that, she was employed at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., as well as having experience outside finance with Island House Restaurant and Marina and St. Mary's College of Maryland. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and modeling techniques for its financial planning services and manages approximately $2.74 trillion in client assets.

Nicholas Magers is a CFP® professional with four years of industry experience, currently advising at Morgan Stanley in Chico, California. His prior experience includes roles at Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley Private Bank. Outside of his advisory work, he manages family agricultural ventures as a principal in several ranch-related business activities in California. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory services supported by a structured planning process and advanced modeling tools.

Nancy Lehman is a financial advisor at Morgan Stanley with 11 years of industry experience. She has previously worked at UBS Financial Services and Merrill Lynch prior to joining Morgan Stanley. Nancy is a minority owner and partner in Oklahoma Physical Therapy Spine Care-Rehab, LLC, a healthcare business based in Oklahoma City. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that extend from personal financial planning to corporate financial agreements.

Joseph Muziani is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

Eleanor Galt Lin is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2005 to 2009. Outside of her advisory role, she is involved as a presenter at Montclair Adult School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved planning tools and the Global Investment Committee’s research.