Matthew Ruderman is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1995. Ruderman serves as a board member of the Childrens Burn Foundation, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 planning process supported by firm-approved tools and modeling techniques.

Lynn Alvarado is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 designation and having 41 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 offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning services facilitated by its Financial Advisors and Estate Planning Strategies Group.

Madison Moore is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and 2018, respectively, and previously worked at Media Arts Lab for one year. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct client plans and Corporate Financial Planning agreements with employers.

Anna Lay is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial career, she is a licensed esthetician and operates as an independent seller on a resale website. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Adarsh Shah is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and also worked at Morgan Stanley Private Bank, N.A. from 2015 to 2017 and again starting in 2026. 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 employs a structured planning process utilizing firm-approved tools and modeling techniques.

Chelsea Deng is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 25 years of industry experience. Her prior work includes roles at Merrill and Bank of America, N.A. She is also the sole proprietor of a private investment and finance LLC based in Los Angeles. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Catherine Cole is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and 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 provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Daniel Shandling is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Christopher Kenney is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his advisory roles, he was employed at Harman International Industries and Avascent. 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 that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Renee Capellaro is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She previously worked at First Republic Securities Company and First Republic Investment Management, Inc. from 2010 to 2023 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client goals.

Kary Silvers is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Beacon Pointe Advisors and Cetera affiliates, before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Tracie Thompson is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a trustee for The Cameron S. Thompson Foundation, overseeing fundraising and scholarship processes, and is a board member and program chair for The Palos Verdes Chapter of The Links, Inc., a community organization focused on education and humanitarian efforts. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jacob Sands is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at OUTFRONT Media, Kidder Matthews, and EP Wealth Advisors. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including tailored financial planning utilizing structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kellen Birdsall is a financial advisor at Morgan Stanley in Beverly Hills, CA, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. His prior experience includes roles at Thrivent Financial, Axa Advisors, SABRE Financial Services, UBS, and Cal Lutheran University. 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, managing approximately $2.74 trillion in client assets.

Nancy Wilson is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2012 to 2022. Outside of her advisory role, she is a commissioned Notary Public in the State of California. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Jonathan Luis is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services, Inc. from 2022 to 2025 and has experience in technology-related roles, including positions at Nuro AI, Inc. and The Coding School-Quantum Computing. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach relies on structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations within standalone planning programs.

Bryant Scott is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Truist Financial Corporation, Wells Fargo Clearing, and Sheaff Brock Investment Advisors. 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 utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Marie Goldschmidt is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services and Mid Pacific International, where she also serves as a sole proprietor and consultant. Outside of her advisory work, she is involved as CEO of a health care organization and president of a group focused on potential real estate investments. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and asset management with access to extensive resources including firm-approved planning tools and investment strategies.

Cheri Gregg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Outside of her advisory work, she serves as a trustee of a grantor trust involved with a community housing development group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Parker Honey is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at S2 Capital and CohnReznick, and held roles at the University of Southern California and the American University of Paris. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services primarily in an advisory capacity.