Joseph Mc Graw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Chicago, IL. His prior experience includes roles at SGL Financial, Covenant Trust Company, Charles Schwab, TD Ameritrade, Scottrade, Innovation Partners, and Portfolio Logic. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. 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.

Joseph Blanton is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has previous experience serving in the U.S. Army from 2020 to 2025. Prior to his military service, he worked at Diamond Oaks Golf Club for four years. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

William Howton is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in real estate rental property management in Palestine, Arkansas. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Jacob Boecher is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions in the food service and hospitality industries. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and models to support clients’ financial goals.

Mitchell Carpenter is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2019, including a role with Morgan Stanley Private Bank. Prior to that, he was with Fidelity Investments and Coyote Logistics. Morgan Stanley Wealth Management provides a range of advisory services 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 planning tools without providing individual security recommendations in its standalone financial planning programs.

Daniel Di Pangrazio is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. He has been in the industry since 2024, with prior experience at Ccig and involvement with several country clubs and the University of Colorado Boulder. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing 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 both direct client relationships and corporate financial planning agreements.

Dennis Frantsve is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill for 13 years before joining Morgan Stanley in 2022. Outside of finance, he is the sole proprietor of Elev8 Event Group, LLC, which provides wedding DJ entertainment. Morgan Stanley Wealth Management delivers 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 planning process uses structured discovery conversations and advanced modeling tools to support client decisions.

Madyson Dublo is a financial advisor at Morgan Stanley in Chicago, holding Series 66 and Series 63 licenses with one year of industry experience. Her work background includes roles at Morgan Stanley, Transwestern Commercial Services, and Triumph Construction Services, as well as studies at the University of Alabama. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

James Konfrst is a financial advisor at Morgan Stanley based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley, his background includes roles at Total Quality Logistics and Kinseth Hospitality Companies. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Ronald Muhammad II is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Prior to joining Morgan Stanley in 2020, he spent seven years at Goldman, Sachs & Co. Outside of his advisory role, he owns Requisite Photo, a photography business based in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individual 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 supported by proprietary tools and market simulations.

Erhan Turan is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with one year of industry experience. His prior experience includes roles at Istanbul University, Primetech Bilisim A.S., Trive Uluslararasi Danismanlik A.S., Is Investment Inc., and Ak Investment A.S. before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a broad range of retail and institutional offerings.

Carson Rettig is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior work at Centier Bank and roles at Indiana University and White Hawk Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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 through both direct and employer-sponsored financial planning agreements.

Audrey Margolies is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and beginning her career in 2025. Her background includes roles at Federated Hermes and The General Muir, as well as a four-year period at Emory University. Morgan Stanley Wealth Management is an 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 employs a structured planning process utilizing firm-approved tools and market projections.

Kaden Mc Clain is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2025 and previously worked at Gold Star Mortgage Financial from 2018 to 2025. Morgan Stanley Wealth Management offers a range of advisory programs to individuals 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 structured planning tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

Aidan Mc Daniel is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at NewEdge Advisors, LLC and LPL Financial. Before his financial industry career, Mc Daniel held various roles including positions in hospitality and retail. 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 employs structured planning tools and models to support client financial strategies.

Peyton Welch is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, Peyton worked briefly at PPM America Capital Partners and Engel Volkers and has experience in the restaurant industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved planning tools and comprehensive investment resources.

Ross Richards is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Richards serves as a power of attorney for his mother’s account and manages personal and estate investment-related activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling to support its advisory services.

Claire Hanley is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she was involved with organizations including the Chicago Yacht Club, Minnesota Historical Society, and Tulane University, and has worked with the Lake Minnetonka Sailing School over multiple years. Outside of finance, she has experience related to community and educational activities, including tutoring and involvement in sailing instruction. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity without individual security recommendations as part of standalone plans.

Patricia Bradley is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked at Smith Crossing and has held roles outside the financial industry, including at Deer Creek Christian School and Hope Again, LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools to model financial outcomes, serving clients through both direct and employer-sponsored arrangements.

Brooks Bond is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He has recently started his career in the industry and has prior experience with firms including UBS and Morgan Stanley, as well as roles outside finance such as with Ultimate Tree Pros and TLC Lawn Care. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory and financial planning services. The firm utilizes structured planning processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brennen Wilkie is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2026 and has prior experience in various roles, including positions at BedConnect, Equinox, and Michigan State University. Morgan Stanley Wealth Management provides a 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 financial planning approach includes structured discovery conversations and firm-approved tools, serving clients in both retail and institutional segments.

Theodore Gazis is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at Balanced Asset Strategies for four years and spent 17 years in full-time education. In addition to his advisory role, he is involved in insurance sales through a contractor position with AJ Gallagher. 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 firm-approved tools and market models to assist clients in developing tailored financial plans.

Dino Di Grazia is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He has one year of industry experience and previously worked at Spinosa Financial Group and in various non-financial roles, including at Medinah Country Club and DMH Surgical. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kyle Macdonald is a financial advisor at Morgan Stanley in Chicago, holding Series 66 and Series 63 licenses with one year of industry experience. Before joining Morgan Stanley in 2025, he worked at NYLIFE Securities LLC and New York Life Insurance Company, each for one year, and held positions at Zimmer Biomet and educational institutions including the University of Dayton, St Norbert College, and Notre Dame College Prep. Morgan Stanley Wealth Management serves 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 uses a structured planning process incorporating firm-approved tools and modeling techniques, while clients are responsible for plan implementation and updates.

Easton Bogenschuetz is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at the University of Wisconsin-Whitewater and Festival Foods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm’s financial planning approach uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ronan Brothers is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at CAPTrust, Moneta Ventures, and Drobny Law Offices, as well as two years working in the hospitality industry at Miyagi Bar and Sushi. He also has a background in full-time education spanning two decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning supported by firm-approved tools and a structured discovery process.

Conor Smith is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with seven years of industry experience. He has worked at Morgan Stanley since 2018, including four years with Morgan Stanley Private Bank, N.A. Prior to his advisory career, he worked at Miami University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and comprehensive investment research.

John Sullivan is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and having one year of industry experience. His work history includes roles at multiple firms and companies across various sectors prior to his current position. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Ryan Mann is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He joined Morgan Stanley in 2025 and previously worked at Performance Wealth in 2024. Outside of his advisory roles, he has experience with Conway Farms Golf Club and White Deer Run. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

William Best is a financial advisor at Morgan Stanley in Chicago, IL. He holds Series 63 and Series 66 licenses and joined Morgan Stanley in 2025. Prior to this role, his experience includes positions at Simon Property Group and EPI-USE, along with his education at Indiana University Bloomington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 methodologies to support financial goal setting.

Cassidy Pewitt is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. Pewitt joined Morgan Stanley in 2025 after experience in various roles including at East Bank Club, J.Crew, and Teach For America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Gilbert Mokry is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and 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 modeling techniques.

Jacob Auer is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 licenses. He has one year of industry experience, including roles at Holmes Murphy and Associates and The Hamilton Retirement Planning Group at Morgan Stanley. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Zachary Hayden is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work history includes roles at Menards, Home Depot, Walmart, and Jewel Osco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 uses structured planning tools and modeling techniques in its financial planning process.

Parker Ockerhausen is a financial advisor with Morgan Stanley based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His background includes roles at Oppenheimer & Co. and various positions outside finance, including work at 9Round Fitness and Mulligans Bar and Grill. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and planning services.

Marek Ghezzi is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2020 to 2026. 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 with a focus on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jack Hoffman is a financial advisor at Morgan Stanley based in Chicago, IL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at Michigan State University and Lear Corporation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, utilizing firm-approved tools and investment analysis to support client goals.

Jake Glading is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Financial Insight Technology, Inc. (SmartAsset), Dataminr, Vestwell, and GWFS Equities. Glading is based in Chicago, IL. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery processes and firm-approved planning tools.

Alec Jbara is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 credential and beginning his advisory career in 2025. His background includes experience at Booz Allen Hamilton and multiple roles connected to the University of Notre Dame. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, focusing on structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate agreements.

Tristan Guevara is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Azimuth Capital Management and Majestic Companies. He also has a background that includes four years at Indiana University and running Grosse Pointe Lawn Care. 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 utilizes structured planning tools and firm-approved methodologies in its financial planning process.

Ronald Marciano is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Merrill Lynch and the University of Dayton. Outside of finance, he has experience working in the food and beverage sector at Umberto's. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning and estate strategies.

Samuel Reichman is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. His prior roles include positions at William Blair & Company and Rosen & Cohen LLC. He completed his studies at the University of Miami. 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 financial planning process employs structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Christopher Lakatos is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at GWFS Equities, 1000bulbs.com, and Dealertrack Technologies. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Emmanuel Vega is a financial advisor at Morgan Stanley in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2015 to 2022 before joining Morgan Stanley in 2022. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside proprietary market models to support its financial planning process.

John Wardrop is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses, with one year of industry experience. Prior to joining Morgan Stanley, he spent four years at Miami University and worked at Sunset Ridge Country Club for two years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and a variety of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.