Craig Yong is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he was involved in entrepreneurial activities including ownership of Windy City Aquariums, a retail and online store. He also has experience in the restaurant industry and consulting. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Elizabeth Malysz is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 23 years of industry experience. She has been with Morgan Stanley since 2014. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning supported by firm-approved tools and modeling techniques.

Lucas Brougham is a financial advisor at Morgan Stanley based in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, he held roles at Indiana University and United Healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling techniques.

Joshua Davis is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley since 2018, following prior roles at Alimentation Couche-Tard and Northwestern University. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 as part of its advisory process.

Michael Haefliger is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 18 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 that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models outcomes without providing individual security recommendations as part of standalone plans.

Michael Simone is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses with 29 years of industry experience. He previously worked at UBS Financial Services, Inc. for 14 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment solutions including relationships with investment companies, private funds, and affiliated commodity pool operations.

Bryan Lasday is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He is based in Chicago, IL. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes without providing individual security recommendations as part of standalone plans.

Jonathan Berry is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including 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 modeling techniques.

Eliah Najjar is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Edward Novak is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at B. Riley Wealth Management and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs through a structured process that incorporates firm-approved tools and market models.

Brian Bennett is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2019 and previously operated a sole proprietorship from 2008 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range 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 provides planning services that emphasize structured discovery and modeling without individual security recommendations as part of standalone plans.

Brenda Kwiatkowski is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with a real estate referral network called Referral Alliance. 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 structured planning processes and advanced modeling tools.

Benjamin Katz is a financial advisor at Morgan Stanley in Chicago, IL, with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Elyse Hahner is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Peter Mangan is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Magnetar Capital and teaching positions at Northwestern University, the University of Dayton, and Loyola Academy. 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 structured planning tools and investment modeling to assist clients in managing their assets.

Kyle Buchbach is a financial advisor with Morgan Stanley in Chicago, Illinois, holding a Series 66 designation and 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC from 2016 to 2018 before joining Morgan Stanley in 2018. Outside of his advisory role, Buchbach is involved with OhYeah, LLC, a retail and online store business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Andrew Tichawa is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outlook models.

Patrick Fry is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior experience includes roles at Fidelity Brokerage Services and Lupo Securities, LLC. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial planning process.

Paul Gillig III is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and having 10 years of industry experience. He has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenario modeling but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

James Gillespie is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 designations and bringing 58 years of industry experience. His career includes longstanding roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning through both direct individual engagements and corporate agreements.