Gino Gonzalez is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. 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 employs a structured planning process supported by firm-approved tools and analyses.

Jenna Trolson is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked previously at UBS and First Republic Investment Management. Her current tenure at Morgan Stanley began in 2025, following an earlier five-year period at the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Stephen Yovetich is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Morgan Stanley and Morgan Stanley Private Bank, N.A., where he has been since 2024. Prior to this, he worked at Bank of America and Merrill for nine years. Outside of his advisory work, he serves as a board member of the Southern California Amateur Hockey Association and is on the advisory board for the Los Angeles Jr Kings Los Angeles Lions Hockey Club. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Farnaz Nouri is a financial advisor at Morgan Stanley with 14 years of industry experience. She held a position at Oppenheimer from 2014 to 2020 before joining Morgan Stanley in 2020. Outside of her advisory work, she serves as a caregiver for her mother through a California state program. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by approved firm tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

Maria Im is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 credential and nine years of industry experience. She previously worked at D.A. Davidson & Co. for five years before joining Morgan Stanley in 2020. Outside of her advisory role, Maria operates ArtsbyMari, a small business that creates and sells hand-drawn greeting cards. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Bridget Wells is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes roles at Citigroup Global Markets since 1999 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and operates both retail and institutional services.

Stamatia Mackin is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation with 21 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2010 to 2017. Morgan Stanley Wealth Management serves both 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 a structured planning process supported by advanced modeling tools.

Michael Persaud is a Series 66-credentialed financial advisor with Morgan Stanley in Beverly Hills, CA, and has 13 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Persaud serves on the advisory board and finance committee of Harvardwood, a nonprofit alumni organization. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques.

Sean Melendez is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. 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 investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Brendon Terry is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 license and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2017 and Morgan Stanley Private Bank, National Association since 2015. 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. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Vladislav Madatov is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Vladislav has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and his prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Donald Shea is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 license and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he held various roles outside the financial industry, including positions in hospitality and entertainment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies.