Blake Holfeld is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Primerica, Inc. and BCH Wealth Management. Prior to his advisory roles, he was employed at Millennium Printing and Rolling Meadows High School. 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 uses structured planning tools and market modeling to support its financial planning process.

Brendan Duffy is a Series 66-licensed financial advisor at Morgan Stanley in Chicago, with three years of industry experience. His prior roles include positions at Arnold Palmers Bay Hill Club and Lodge, Midlothian County Club, Chubb Insurance, and Litigation Connection. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment offerings.

Brian Ahern is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, with five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Fox, Synergy (Powered by EventLink), Kansas City Royals, Ballparks of America, and Loyola University Chicago. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Justin Anthony is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley since 2014. Outside of his advisory role, he is the sole proprietor of JA Capital LLC, an automotive and transportation business based in Elgin, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Mara Parker 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 in 2025, she worked in various roles including at Adalina Restaurant Chicago and Restoration Hardware’s 3 Arts Club Cafe. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services that include extensive investment and estate planning solutions.

James Sorrell is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations and is based in Chicago, IL. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Timothy Madden is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients. The firm offers tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Lamoree Jr. is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide 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 employs structured planning tools and investment models as part of its financial planning process.

Constantine Stathopoulos is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a director with the Eleion Society of Chicago, a social group. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering financial planning and investment solutions supported by firm-approved tools and methodologies.

Kelly Yousif is a financial advisor at Morgan Stanley in Chicago, Illinois, with three years of industry experience. She has held her current role since 2021 and previously worked at National Louis University and Harry S Truman. Yousif holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and approved planning tools to develop client plans, managing approximately $2.74 trillion in assets.

Maureen McDonald is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley 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 including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Tracy Polselli is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial plans that incorporate global investment outlooks and outcome modeling.

Patrick Kral is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He joined Morgan Stanley in 2025 after serving four years in the United States Marine Corps and working in various roles at Amazon, Kincade's Bar and Grill, and DePaul University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Davis is a financial advisor at Morgan Stanley in Chicago, IL, with 38 years of industry experience. He has been with Morgan Stanley since 2009 and has also worked at Morgan Stanley Private Bank, N.A. since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jonathan Brinckerhoff is a Series 66-registered financial advisor with Morgan Stanley in Chicago, IL, with 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Peter Lucas is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, Illinois, where he has worked since 2009. He has 19 years of industry experience and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and 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 and investment modeling in its advisory process.

Robert Grasso is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2004. 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, utilizing structured discovery processes and firm-approved tools to assist clients in developing financial plans.

Alexander Nielsen is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles at Pictet Group and experience with the International Tennis Federation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client goals.

Kenneth Mackenzie is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques.

William Cremin is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2020, as well as involvement with New Trier Feeder Baseball and the Winnetka Park District. 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 structured discovery processes and firm-approved planning tools.