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Justin S
Series 63, Series 66
Chicago, IL
Morgan Stanley
Justin Seery is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Arbor Financial Services LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Mohannad A
Series 63, Series 66
Chicago, IL
Morgan Stanley
Mohannad Alrashed is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with six years of industry experience. His career includes roles at Morgan Stanley, E*TRADE Securities LLC, J.P. Morgan Securities, and the Saudi Arabian Monetary Authority. Outside of advisory work, he is the sole proprietor of AlwaysOnTheMo LLC, a content creation and digital media enterprise. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and comprehensive financial planning supported by firm-approved tools and methodologies.
Adam C
Series 66
Chicago, IL
Morgan Stanley
Adam Chin is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, with two years of industry experience. His background includes roles at E*Trade Securities and entrepreneurial activities in the food service and landscaping sectors. 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 that utilizes firm-approved tools and modeling techniques.
Nicolas M
Series 66
Chicago, IL
Morgan Stanley
Nicolas Mossotti is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at Fidelity Investments and has a background that includes roles at Indiana University School of Medicine and Purdue University. Outside of finance, he has worked as an independent contractor delivering food for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis techniques. The firm manages significant client assets and serves through both individual and corporate financial planning arrangements.
Matthew P
Series 63, Series 66
Chicago, IL
Morgan Stanley
Matthew Poole is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Schneider National. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.
Isaac S
Series 66
Chicago, IL
Morgan Stanley
Isaac Sytsma is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior work experience in various roles at Amazon and other companies. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and serves clients through both direct and corporate financial planning agreements.
Alexander D
Series 66, Series 63
Chicago, IL
Morgan Stanley
Alexander Dougherty 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 in 2024, his background includes roles outside of finance such as working at Lifetime Fitness and DoorDash. He serves on the finance committee of Sigma Chi Beta Mu Housing Corporation, a social and recreational organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.
Aliaksei H
Series 63, Series 66
Chicago, IL
Morgan Stanley
Aliaksei Hapeyeu is a financial advisor at Morgan Stanley based in Chicago, IL, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work includes roles at E*Trade Securities and various academic positions. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.
Charles S
Series 63, Series 65
Chicago, IL
Morgan Stanley
Charles Speiser is a financial advisor at Morgan Stanley in Chicago, with 36 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and modeling techniques.
John D
Series 63, Series 65
Chicago, IL
Morgan Stanley
John Dahle is a financial advisor at Morgan Stanley with 24 years of industry experience. His prior roles include positions at Ascensus and Newport Group entities, where he worked for several years before joining Morgan Stanley in 2024. He 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 range of advisory programs and financial planning services supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.
Laura C
Series 63, Series 65
Chicago, IL
Morgan Stanley
Laura Catalano is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior roles include positions at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
Robert C
Series 63, Series 66
Chicago, IL
Morgan Stanley
Robert Chapdelaine is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His career includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Options House. Morgan Stanley Wealth Management is an SEC-registered 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 and models as part of its financial planning process.
Matthew K
Series 63, Series 66
Chicago, IL
Morgan Stanley
Matthew Kiely is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at E*Trade Securities, Bakkt LLC, and OptionsHouse. Outside of his advisory work, he is a non-operating partner in HOTWORX, a health and wellness franchise. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.
Jorge C
Series 63, Series 66
Chicago, IL
Morgan Stanley
Jorge Carranza is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at AT&T and Wolverine Trading LLC. He is also a partner in Echo Trades LLC, a retail and online business based in Chicago. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone financial plans.
Nathan G
Series 66
Chicago, IL
Morgan Stanley
Nathan Gilmour is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles in education, healthcare, and service industries. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, with planning outcomes modeled through methodologies like Monte Carlo simulations.
Daniel F
Series 66
Chicago, IL
Morgan Stanley
Daniel Forte is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 25 years of industry experience. His previous roles include positions at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of finance, he offers dog-walking services locally through the Rover app. 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 Monte Carlo simulations and Secular Return Estimates in its financial planning process.
Brian R
Series 66
Chicago, IL
Morgan Stanley
Brian Ryder is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 credential and has prior experience at E*Trade Capital Management, E*Trade Securities, Bank of America, and Merrill. Outside of his advisory role, he is an owner of a family rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.
Anthony S
Series 63, Series 66
Chicago, IL
Morgan Stanley
Anthony Siciliano is a financial advisor at Morgan Stanley in Chicago, IL, with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and has additional experience in various roles outside the financial sector, including teaching at Elgin Community College. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, combining tailored financial planning and investment management services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies guided by its Global Investment Committee.
Javier A
Series 63, Series 66
Chicago, IL
Morgan Stanley
Javier Ascencio is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley, he was associated with E*Trade Securities LLC and has worked as an independent contractor for Uber LLC. Morgan Stanley Wealth Management provides a range of advisory programs to both individual 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 delivers services through its Financial Advisors and Estate Planning Strategies Group.
Austin B
Series 63, Series 66
Chicago, IL
Morgan Stanley
Austin Bruckman is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at E*TRADE Securities LLC and Rave Associates and has a background that includes roles at Central Michigan University and the Huron River Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individuals and institutional clients. The firm’s financial planning services use structured discovery conversations and firm-approved tools, emphasizing planning without individual security recommendations and acting primarily in an advisory capacity.
Richard C
Series 66
Chicago, IL
Morgan Stanley
Richard Comber is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2024, he held roles at Wintrust and worked in various positions including law enforcement and retail. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, utilizing structured financial planning tools and a broad array of investment offerings. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Chad M
Series 63, Series 66
Chicago, IL
Morgan Stanley
Chad Morris is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior roles include positions at E*TRADE Capital Management and Merrill, as well as Bank of America. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.
Jack E
Series 66, Series 63
Chicago, IL
Morgan Stanley
Jack Evenson is a financial advisor at Morgan Stanley in Chicago, IL, with two years of industry experience. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he is involved with Affordable Backyard Tents, a tent rental service. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.
Betty D
Series 66, Series 63
Chicago, IL
Morgan Stanley
Betty Dong is a financial advisor at Morgan Stanley in Chicago, IL, with one year of industry experience. She holds Series 66 and Series 63 designations and previously worked at Mercer. Betty has a background with Northwestern University in various roles and departments from 2021 to 2025. Morgan Stanley Wealth Management provides 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 and firm-approved tools, with a broad suite of retail and institutional investment offerings.
Francis C
Series 63, Series 66
Chicago, IL
Morgan Stanley
Francis Connolly is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at E*Trade Securities LLC and T3 Trading Group, LLC, as well as work in healthcare at Northshore University HealthSystems. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.
Walter S
Series 66
Chicago, IL
Morgan Stanley
Walter Shields is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. His career includes roles at E*TRADE Capital Management, Robinhood Financial, Charles Schwab, Edward Jones, and Lupo Securities. Prior to entering finance, he worked at Lockport High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach but generally does not provide individual security recommendations within standalone planning services.
Elias J
Series 63, Series 66
Chicago, IL
Morgan Stanley
Elias Jabbour is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 credentials and having four years of industry experience. His prior work includes positions at E*TRADE Securities LLC, Fifth Third Bank, and BMO Harris Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and 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 market simulations.
Edward H
Series 66
Chicago, IL
Morgan Stanley
Edward Hanhardt is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at E*Trade Capital Management and Bank of America. Outside of his advisory work, he is employed as a banquet bartender for private events. 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, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its services.
Jeff R
Series 66
Chicago, IL
Morgan Stanley
Jeff Richert is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morningstar Investment Management LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.
Sean A
Series 63, Series 66
Chicago, IL
Morgan Stanley
Sean Anger is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to 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 serves clients both directly and through corporate financial planning agreements.
Ann H
Series 66, Series 63
Chicago, IL
Morgan Stanley
Ann Heinz is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Her prior roles include positions at E*TRADE Securities LLC and TJM Investments LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.
Karl J
Series 63, Series 66
Chicago, IL
Morgan Stanley
Karl Jansson is a financial advisor at Morgan Stanley in Chicago, IL, with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Tastytrade, Inc., E*TRADE Securities LLC, and OptionsHouse. 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 and financial planning services supported by structured tools and methodologies, managing approximately $2.74 trillion in client assets.
Ronan C
Series 66, Series 63
Chicago, IL
Morgan Stanley
Ronan Clarke is a financial advisor at Morgan Stanley in Chicago, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include various positions at Indiana University and service in the hospitality sector. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process to support client financial plans, operating primarily in an advisory capacity.
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