Grant Schugart is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Ameriprise Financial and held academic positions at the University of Notre Dame and the University of Kansas. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning services through both direct and corporate agreements.

Fei Wang is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 13-year tenure at UBS Financial Services. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using proprietary tools and analytical models.

Marissa Harenberg is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

Christopher Wyner is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including his current position since 2016. Outside of his advisory work, he is involved with 651 Elm Investments LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct client relationships and corporate agreements.

Christopher Kelly is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 license and bringing 24 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an election judge for the Cook County Commissioner, Board of Elections. 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 and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Akenga is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for seven years and LPL Financial LLC for one year. Akenga is based in Chicago, IL. 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, managing approximately $2.74 trillion in client assets, and utilizes firm-approved planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Bronwen Malles is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and Bank of America. She has also worked with Loyola University and the Winnetka Park District. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, offering a range of advisory programs without providing individual security recommendations as part of its standalone planning services.

Dan Vitale III is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with five years of industry experience. His prior work includes roles with the Cleveland Browns, Green Bay Packers, and New England Patriots. Outside of his advisory work, he serves as a board member for Fra Noi, focusing on promoting Italian culture among younger generations in the Chicagoland area. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets and offering planning solutions that incorporate firm-approved tools and investment outlooks.

Jeffrey Terao is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Citigroup Global Markets from 2000 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank in 2015. Based in Chicago, IL, he currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, combining financial planning and investment services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Asif Fakroddin is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services that include both direct client plans and corporate financial planning agreements.

Harrison Kortz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015, and with Morgan Stanley Smith Barney LLC since 2012. He is a partner in North Manitou Partners LLC, a real estate investment firm based in Chicago. 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, utilizing structured discovery and firm-approved tools to assist clients in managing approximately $2.74 trillion in assets.

Michael Baldwin is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 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 serving individual and institutional clients with a range of advisory programs that include tailored financial planning and estate strategies. The firm’s planning process uses structured discovery tools and model-based simulations, managing approximately $2.74 trillion in client assets.

William Pegg is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. His work history includes roles at Morgan Stanley and William Blair, as well as periods at Indiana University and Domino's. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools but generally does not provide individual security recommendations as part of standalone plans.

Kameron Darner is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked in the hospitality sector, including positions at Forno Kitchen & Bar and Bruegger's Bagels. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but generally does not include individual security recommendations in standalone plans.

David Iannalfo is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved in accounting and bookkeeping for a rental property partnership. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to investment advisory and estate planning.

Matthew Gurwin is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His career includes prior roles at Doeren Mayhew, Winadvisors LLC, UBS Financial Services, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

James Doherty is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the 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 wide range of advisory programs, including tailored financial planning and investment management, supported by structured planning tools and research from its Global Investment Committee.

Benjamin Carney is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 license with seven years of industry experience. His prior roles include positions at Raymond James, Bank of America Merrill, and Option Pit LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Vipul Shah is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Shah serves on the advisory board of The Metropolitan Club in Chicago, a social and recreational organization. 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 financial planning uses structured discovery conversations and proprietary tools without offering individual security recommendations as part of standalone plans.

Thomas Dougherty is a financial advisor at Morgan Stanley in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Prior to his advisory career, he was employed at Miami University from 2013 to 2017. 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 through both direct individual plans and Corporate Financial Planning agreements.