Sue Banas is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017. Prior to that, she was at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning tools and advisory services while offering various investment and financial strategies through its broad platform.

Curtis Swindal is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment models.

Mary Mac Nee is a Series 66 licensed financial advisor with Morgan Stanley, based in Beverly Hills, CA, and has 21 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2013 and 2015 respectively. Outside of her advisory role, she is involved with a leadership development organization called TEAM and participates in a business called LIFE US. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured conversations and approved tools, focusing on advisory services rather than individual security recommendations.

Irwin Persaud is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with Morgan Stanley in Beverly Hills, CA. He has worked within Morgan Stanley Private Bank since 2018 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support client financial plans.

Thomas Taylor is a financial advisor at Morgan Stanley in Beverly Hills, CA, with 13 years of industry experience. He has been with Morgan Stanley since 2015 and holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Laura Tiffany is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at RBC Capital Markets and UBS Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by structured discovery processes and firm-approved tools.

Paula Kalandiak is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience with Wells Fargo Clearing and Wells Fargo Advisors. She serves as a board member for WISH Forward, a nonprofit focused on public schools in Los Angeles. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment insights.

Sean O'Donnell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. 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. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Jeffrey Gangwish is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Morgan Stanley since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Jeana Schkud is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Morgan Stanley since 2015 and at Morgan Stanley Private Bank, N.A. since 2016. Based in Beverly Hills, CA, her career has been focused within this institution. 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. The firm offers tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Austin Kim is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Kim worked in various roles including positions at WME Fashion – IMG Models and The Wall Group from 2022 to 2025. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach using firm-approved tools and models.

Peter White is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets beginning in 1993. Peter is also involved in a trust-related business activity based in Los Angeles. 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, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Shyan Ardalan is a Wealth Management Advisor and head of The Ardalan Wealth Management Group at Merrill Lynch Wealth Management. He serves affluent individuals, including successful business owners, entrepreneurs, corporate executives of public and private companies, entertainment professionals, and professional athletes. Raised in a family with a background in commercial banking, Shyan has developed a deep understanding of middle-market companies, their balance sheets, and the financial needs of their executive teams. His advisory approach is holistic and tailored, focusing on comprehensive wealth planning that addresses both the asset and liability sides of clients’ balance sheets in relation to their life goals. Shyan emphasizes educating clients on the opportunities, risks, and mechanics of his financial strategies, which include tax-managed investing, asset-liability management, executive compensation, customized credit and lending, trust and estate planning, and 401(k) plans for tax deferral. Shyan earned a Bachelor of Science degree in Business Management with a Minor in Business Communications from the W.P. Carey School of Business at Arizona State University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst™ (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®), among others.

Thomas Koveleskie is a CFP® professional with 25 years of industry experience, currently serving at Morgan Stanley in Beverly Hills, CA. He has worked with Morgan Stanley since 2019 and previously spent six years at UBS Financial Services Inc. Morgan Stanley Wealth Management offers a range of advisory programs for both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and broad investment resources.

Lisa Behar is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she owns a rental property in Big Bear City, California. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers services through its Financial Advisors and Estate Planning Strategies Group.

Sydney Magnin is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Magnin worked for the Los Angeles Unified School District and spent several years in full-time education. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Setareh Hedayati is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1998. She holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured, firm-approved planning tools as part of its advisory process.

Jacob Schkud is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. Based in Beverly Hills, CA, his career has been centered within the Morgan Stanley organization. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and committee insights.

Shih Hua Liu is a CFP® professional with 38 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020, previously holding positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with various advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both direct and employer-sponsored financial plans.

Oscar Chavez is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and models to guide clients.