Matthew Gurwin is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley, Gurwin worked at Winadvisors LLC and Doeren Mayhew. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and market scenario modeling.

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.

Christopher Walsh is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Republic Bank of Chicago, Veranda Gruppo, LLC, and Lonacakes. 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 and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Michael Psaltis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and the firm’s Global Investment Committee.

Thomas Capstick is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Geneos Wealth Management and Pazera Capital Management, and he has experience in both wealth management and educational roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial and estate planning, using structured discovery processes and firm-approved tools to support client outcomes.

Kyle Wolseley is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank subsidiary since 2014 and 2015, respectively. 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 supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Allison Mead is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 scenario modeling.

Matthew Sewall 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, he held roles at Energy Transfer and Cimarex, and has also worked in various positions at the University of Oklahoma. 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 investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Michael Taborski is a CFP®-designated financial advisor with Morgan Stanley in Chicago, Illinois, and has 11 years of industry experience. His prior roles include positions at Merrill, Bank of America, Fidelity, and The Albert (Marriott). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients, including tailored financial planning and a range of investment and planning services.

John Yeoman is a financial advisor at Morgan Stanley in Chicago, IL, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, Yeoman is a director and treasurer of ART MAUI, Inc., a nonprofit that organizes an annual art show for Maui artists, and he is co-author of the book *Swift Boats at War in Vietnam*. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.

Michael Bernhard is a Series 66 credentialed financial advisor with Morgan Stanley in Chicago, Illinois, with 17 years of industry experience. He has been with Morgan Stanley since 2015, including seven years at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved in several real estate ventures through ownership and partnership in multiple property management and investment entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies to support financial decision-making.

Erick Perez is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as the owner of a condominium in Chicago. 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 a structured discovery process.

Peter Maguire is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has worked at Morgan Stanley since 2011 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and models to support client outcomes.

Jennifer Gallagher is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at William Blair & Company for 13 years. Gallagher has also been self-employed since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Sharmila Ahmed is a financial advisor at Morgan Stanley in Chicago, holding Series 65 and Series 63 designations with four years of industry experience. She has been with Morgan Stanley since 2013. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Julian Kasmai is a financial advisor at Morgan Stanley in Chicago, holding the Series 66 designation with one year of industry experience. Before joining Morgan Stanley in 2026, he worked at Oppenheimer & Co. Inc. and has prior experience in the hospitality sector. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, 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 both direct individual plans and Corporate Financial Planning agreements.

Joseph Pakovits is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Pride Technologies of New York, and Northern Trust. 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 employs a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment products.