Matthew Mangan is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Mesirow and has been involved with Theatre on the Lake and Loyola Academy Varsity Football. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Linh Ta 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, Linh worked at The Millennium Group, Amazon, True Value, Paccar, XPO Logistics, and Kenco. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Michael Pawlowski is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses. He has been with Morgan Stanley since 2026 and has prior experience in educational institutions, including Dominican University and Rauner College Prep. Morgan Stanley Wealth Management provides advisory and broker-dealer services to both individual and institutional clients, offering comprehensive financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, with plans tailored through a combination of advisory programs and institutional resources.

Grant Schugart 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 Ameriprise Financial and university affiliations at the University of Notre Dame and the University of Kansas. Morgan Stanley Wealth Management is a large 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 advanced modeling tools and a structured planning process.

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 Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC and LPL Financial LLC. Before entering the financial sector, he worked for 15 years at St. Coletta of Wisconsin. Morgan Stanley Wealth Management is a large institution serving 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 employs a structured planning process supported by firm-approved tools and analysis.

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 Series 66-licensed financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley, he worked with several NFL teams, including the New England Patriots, Green Bay Packers, Cleveland Browns, and Tampa Bay Buccaneers. He serves as a board member of Fra Noi, an organization focused on promoting Italian culture among younger generations in the Chicagoland area. 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 through a structured planning process that incorporates firm-approved tools and models.

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 Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience with Citigroup Global Markets. He 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 focused on tailored financial planning, utilizing structured discovery processes and firm-approved tools.

Asif Fakroddin is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

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.

Jeffrey Walker is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 license and seven years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019. Outside of finance, he has been listed as an officer for Avanced Geological Exploration, a company providing geological and geospatial services for mineral exploration, though he has no active involvement. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and modeling tools, with advisory services that generally do not include individual security recommendations.

Michael Baldwin is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked 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 wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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.

Jessica Alva 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 2022, she spent ten years in full-time education. 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 a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

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.