Xenia Perez is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 license with two years of industry experience. Her prior work includes positions at Driving Forward and Northwestern University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Jean Chihak is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, with 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in a farm operation. Morgan Stanley Wealth Management serves individual and institutional clients through a variety 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.

David Heger is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. 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 uses structured planning tools and investment modeling as part of its financial planning process.

Mark Horcher is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at X Golf Coralville, Bo James, the University of Iowa, and Marion School District. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

Dan Hoffmann is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. He serves on the Board and Finance Committee of the Chicago Waldorf School and is an officer at 310cean, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 planning process supported by firm-approved tools and investment estimates.

Daniel O'kray is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and possessing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, he serves on the advisory board of the St. Petronille "LIFE" Fund, an educational organization based in Glen Ellyn, Illinois. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs and 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 supported by its Global Investment Committee’s research and modeling tools.

Taylor Haller is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Taylor worked at Global Payments and the University of Maryland Global Campus. Outside of finance, Taylor works as a beauty advisor and sales associate for Ulta Beauty. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Andrew Quigley is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with eight years of industry experience. His prior work includes four years at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC, as well as two years at Fifth Third Bank. 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 employs structured planning tools supported by its Global Investment Committee to model outcomes.

Evan Parker is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Accenture. Parker also serves as a Reserve Officer in the United States Army Reserve. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Katherine Griffin is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. Her prior professional experience includes a one-year role at BNY Mellon. 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 both directly to individuals and through Corporate Financial Planning agreements.

Richard Walker is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory work, he is involved in the arts as a songwriter, vocalist, and guitarist, writing songs and performing concerts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Jacquelyn Lumley is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers comprehensive planning through its Financial Advisors and Estate Planning Strategies Group.

Nicholas Klupchak 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 and Morgan Stanley Private Bank since 2019, and previously worked at Geico from 2015 to 2019. 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 research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Taylor McMahon is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 credentials with 12 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and utilizes firm-approved tools and models to support its planning process.

Jake Orlowski is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, and has four years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Merrill and Equitable Advisors, with additional experience in various customer service roles. Outside of finance, he is involved in the restaurant and nightlife industry as an employee at Bird’s Nest in Chicago. 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. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct financial planning and corporate financial planning agreements.

Martin Pawelec is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he owns Marcheen LLC, a restaurant and bar business in Elmhurst, Illinois. 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 uses structured planning tools and models outcomes to support client financial plans while generally acting in an advisory capacity rather than as an ERISA fiduciary.

James Mestdagh is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and previously worked at JPMORGAN Securities LLC for seven years before joining Morgan Stanley in 2022. 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 comprehensive financial planning that incorporates firm-approved tools and modeling techniques but does not provide individual security recommendations as part of standalone planning.

Ryan Witt 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 2023, he worked at U.S. Bank and Chicago Partners Wealth Advisors, among other roles, and has a background that includes both financial services and experience outside the industry, such as work at a golf course and a brewery. Morgan Stanley Wealth Management is a large SEC-registered advisory firm managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and investment services to both individuals and institutions, using structured planning tools and advisory programs.

Danielle Boucher is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. She previously worked at J.P. Morgan Securities LLC and has held various roles in finance and other sectors. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and offers a range of investment programs without providing individual security recommendations in its standalone planning services.

Jackson Brandstetter is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2016 and currently works at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.