Jonathan Swanson is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the investment committee for the Dowling Catholic Foundation and is a board member of Bergman Academy, both educational organizations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and extensive asset management capabilities.

Edward Sheils 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 Bank of America, Merrill, and involvement with Flowers for Dreams, a Chicago-based agriculture contractor where he provided customer service outside regular business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

David Guerrero is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to joining Morgan Stanley, he worked in construction and technology services and spent three years affiliated with the University of Illinois at Urbana-Champaign. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including financial planning and estate strategies. The firm utilizes structured planning tools and market models to support its recommendations and manages approximately $2.74 trillion in client assets.

Jessica Banas is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm’s financial planning approach uses structured discovery conversations and approved tools, serving clients with tailored financial planning and broad investment offerings.

Michael Mangan is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A., and previously held positions at Mesirow Financial and Lakefront Hospitality Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

James Van Cura is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. 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 uses structured discovery and firm-approved tools, incorporating models like Monte Carlo simulations, and serves clients both directly and through corporate financial planning agreements.

Lucas Starzomski is a financial advisor at Morgan Stanley based in Chicago, IL. He holds the Series 66 designation and has been with Morgan Stanley since 2024, with prior work experience in small business roles including Blue Dolphin Tapes and Pazzi Di Pizza. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and offers both direct and corporate financial planning services.

Jonathon Holland is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2016. 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 supported by firm-approved tools and methodologies.

Matthew Jennings is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2016. 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 that utilizes firm-approved tools and models to support client decision-making.

Mauricio Quezada Lazo is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with one year of industry experience. He is also involved with Outlier Ai, a company specializing in artificial intelligence training. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Travis Heitzinger is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Paula Epstein is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and 65 credentials and bringing 43 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved in attending estate sales and reselling items. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations to support client financial plans.

Sheronda Shepherd is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, with prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers diverse investment programs, including services through a Financial Advisors and Estate Planning Strategies Group.

Monica Janny is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at News America Marketing, Bigelow Tea Company, University of Dayton, and Norseland Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Randy Wiggs is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at UBS Financial Services Inc. for 17 years prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and employer-related agreements.

Calvin Kirchoff is a financial advisor at Morgan Stanley in Chicago, holding Series 66 and Series 63 credentials with one year of industry experience. His prior roles include positions at FitMyFoot (formerly Wiiv Wearables) and work with Diamond Dawgs Baseball Camp. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad spectrum of investment and financial planning services.

Karen Ortiz is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a range of advisory programs 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Lilly Halliday is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and one year of industry experience. Her background includes roles at Morgan Stanley Smith Barney LLC and experience working in the hospitality and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Cameron Dion is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Doordash and Freddy's Frozen Custard and Steakburgers. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 both directly and through corporate financial planning agreements.

Lisa Radomski is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. She is based in Chicago, IL. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning arrangements.