Stacey Barrins is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she is the sole proprietor of T + C Adventures, LLC, a real estate business based in Chicago. 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, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Christopher Meyer is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 24 years of industry experience. His prior roles include positions at UBS Financial Services, E*TRADE Financial Corp, and HUB International. Morgan Stanley Wealth Management offers a range of advisory programs serving both 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 provides services that include but are not limited to financial planning and investment advisory.

Miles Janecek is a Series 66 licensed financial advisor with Morgan Stanley in Chicago, IL. He joined Morgan Stanley in 2025 and has prior experience at Riverstone Wealth Partners, JMC Wealth Partners, and several other firms and businesses. Outside of finance, his background includes roles in construction and the food service industry. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning.

Joseph Kartheiser is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and scenario analyses to assist clients in planning, while generally acting in an advisory capacity.

Nataly Martinez is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, where she has worked since 2019. She has seven years of industry experience, including prior roles at Fairway Independent Mortgage Company and Onyx Company. Outside of financial advising, she is a partner in E&N Electric LLC, a construction and engineering firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements in addition to direct client engagements.

William Scott is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Jefferies LLC, ABN AMRO Clearing USA LLC, and Brown-Forman. Morgan Stanley Wealth Management provides advisory programs to both 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 employs structured planning tools including Monte Carlo simulations and Secular Return Estimates.

Robert Osowski is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Citigroup Global Markets, Inc. before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves 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 employs a structured financial planning process supported by proprietary tools and analyses.

Meg Witt is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Fay Servicing for four years and attended St. Norbert College. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Elise Defenbaugh is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to that, she was with Merrill from 2013 to 2021. 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 tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Christopher Lundgren is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and JPMorgan Chase Bank, N.A. Prior to his current roles, he was also with JPMorgan Securities Inc. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not provide individual security recommendations as part of standalone plans.

Barbara Martin is a Series 66-licensed financial advisor with Morgan Stanley in Arlington Heights, IL, where she has worked since 2009. She has 20 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Rachel Strauss is a Series 66-licensed financial advisor at Morgan Stanley in Chicago, with two years of industry experience. Her background includes roles at Morgan Stanley and experience working outside finance at Dog Haus Biergarten and East Grand Rapids Public Schools. She has been affiliated with DePaul University since 2020. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with comprehensive advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services, including use of proprietary planning tools and modeling techniques.

Natalie Albers is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously held various roles at Valparaiso University and Hollister Co. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Zackary Mappa is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and five years of industry experience. He previously worked at Equitable Advisors, LLC, Inland Securities Corporation, and ran Mappa Wealth Management. Outside of his advisory role, he is a partner at Acouple_offoodies, a technology venture based in Chicago. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies.

Heather Shintaku is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. 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, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Lisa Torres is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 credentials and having nine years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, where she spent a combined 29 years. 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, employing structured planning tools and advisory programs without providing individual security recommendations as part of its standalone financial planning services.

Graeme Wilson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of finance, he coaches at Chicago Elite Fitness, a CrossFit, Olympic lifting, and powerlifting gym. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 to support its advisory process.

Paulina Matel is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015 and 2016, respectively. In addition to her work in finance, she is affiliated with Dominican University. 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 financial planning services that utilize firm-approved tools and modeling techniques.

Dezzarae Gedy is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, Gedy worked for Valparaiso Community Schools and Crown Point Community School Corporation. 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 supported by structured discovery processes and firm-approved planning tools.

Iliana Levy is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 17 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves 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 both directly and through corporate financial planning agreements.