Brina Mccarthy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves 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 integrates structured planning tools and investment research into its advisory services.

Gordon Mark is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in a parking and storage rental business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools without providing individual security recommendations in standalone plans.

Anthony Lallo is a financial advisor at Morgan Stanley based in Chicago, IL, holding a Series 66 designation with 2 years of industry experience. His prior roles include positions at The Omerta Group, The Greater Cincinnati Foundation, and the University of Cincinnati. He is also the sole proprietor of Peep Nation Capital LLC, an investment-related business based in Columbus, Ohio. 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 tools.

Chad Essington is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved as a member of Idiot Wind LLC, which pools funds to invest in Heaven's Door Spirits, LLC. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services incorporating firm-approved planning tools and outcomes modeling.

Mark Psaltis is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior roles include positions at Goldman Sachs & Co., Merrill, Bank of America, and Morgan Stanley Private Bank. He also serves as a trustee for a trust in Burr Ridge, Illinois. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Carson Hassler is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Rachel Stauffer is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she is the sole proprietor of Stauffer Mineral Interests LLC, an investment-related business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Lawrence Menconi is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley and other firms including GoHealth and Paylocity. His current tenure at Morgan Stanley Smith Barney LLC began in 2017. 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. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients in plan implementation while generally acting in an advisory capacity.

Tara Moore is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2014. The firm, Morgan Stanley Wealth Management, provides a broad range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. Morgan Stanley manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and modeling techniques to support outcome projections.

William Easom is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Easom serves as a board member of the Elkhart Lake Improvement Association, a nonprofit focused on recreation. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and models to assist in outcome simulations.

Michelle Jennings is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with Morgan Stanley in Chicago, IL. She has been with Morgan Stanley Smith Barney LLC since 2016 and previously worked at UBS PaineWebber from 2000 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured, tool-based financial planning supported by its Global Investment Committee.

Douglas Hunnicutt is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. He 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. The firm provides a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alexander Unis is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Morgan Stanley in 2019, he worked as a self-employed advisor from 2016 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 to assist clients in developing financial plans.

Kevin Durkin is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley since 2017, as well as one year at DePaul University. 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 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 analyses.

Robert Rosenthal is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley since 2017, following prior roles at Charles Schwab and a brief period as self-employed in 2017. 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. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Maguire is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Securities, LLC for nine years before joining Morgan Stanley. He is based in Chicago, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools supported by its Global Investment Committee.

Mary Jane Kaminski Messere is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through dedicated advisors and specialized estate planning teams. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Pamela Rasmussen is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley 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 range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Matthew Bunkowski is a financial advisor at Morgan Stanley in Chicago, IL, with 19 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Bunkowski serves as a board member and officer of Wild Birds Unlimited Santa Fe and is involved with the Chaine des Rotisseurs food and wine organization in Santa Fe. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and proprietary investment research.

Melinda Harmon is a Series 66-credentialed financial advisor with Morgan Stanley in Chicago, IL, with seven years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 both direct and corporate financial planning services.