Mark Mann 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 and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, Mann is engaged in liquidating a memorabilia collection as a sole proprietor. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools, including Global Investment Committee return estimates and Monte Carlo simulations, to support client financial planning.

Rachel Shal is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Goldman Sachs from 2022 to 2024 and has held various roles in both public and private sectors, including positions at The Ohio State University and Crowe. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by the firm's structured processes and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Deborah Sutton is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 24 years of industry experience. She 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 comprehensive advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Adam Schoster is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and access to various investment products and strategies.

Anna Kohlem is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney LLC 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 and manages approximately $2.74 trillion in client assets.

Julie Seavey is a financial advisor with Morgan Stanley in Cincinnati, OH. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using a structured process supported by firm-approved tools and analytics.

Henry Eriksen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Equitable Advisors and Stifel Independent Advisors, and has experience in non-financial roles including at Homesense Heating and Cooling and Chick-fil-A. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with a focus on advisory services rather than individual security recommendations.

Crystal Brewer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory work, she is involved in religious education at Fort Mitchell Baptist Church, where she teaches children, plans curriculum, and leads volunteers. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive financial planning and estate planning strategies.

Rebecca Dorton is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market outlook models.

Alec Manser is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. His prior roles include positions at Medpace and Black Bull Capital Partners. 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 utilizes structured financial planning processes supported by firm-approved tools and comprehensive investment modeling.

Christopher Moll is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Hyde Park Golf and Country Club and GoJet Airlines, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools to support its services, managing approximately $2.74 trillion in client assets.

Brian Bascom is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he operates a YouTube channel focused on technology content. Morgan Stanley Wealth Management serves both individual and institutional clients, offering personalized financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a comprehensive range of investment and planning services.

Timothy Kearns is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Western & Southern Brokerage. Outside of finance, he has experience working at Neumann Golf Course and Elder High School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning solutions.

Lauren Schafer is a financial advisor at Morgan Stanley in Cincinnati, OH, with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at Fidelity Brokerage Services, Graybar Electric Company, Amazon, and Eastern Kentucky University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 research.

Andrew Seta is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at Northwestern Mutual and a year of service in the United States House of Representatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Michael Scovic is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following an 11-year tenure at UBS Financial Services Inc. Based in Cincinnati, OH, he is currently associated with Morgan Stanley Private Bank, N.A. alongside his advisory role. 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 utilizes structured planning tools and models to support client decision-making.

Thomas Carns Jr. is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2007 and 2015, respectively. Outside of his advisory role, Carns is a co-owner of Protech Auto Care Inc. and founder of the Karen Carns Foundation, a charity based in Mason, OH. Morgan Stanley Wealth Management is a large 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 firm-approved tools and strategies.

Misty Busam is a financial advisor at Morgan Stanley in Cincinnati, Ohio, with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services and TD Ameritrade. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis techniques.

Amanda Gwin is a financial advisor at Morgan Stanley in Cincinnati, OH, with 11 years at the firm and 4 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she occasionally referees sand volleyball league nights at Grand Sands. 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 approach includes structured planning tools and investment modeling, serving clients both directly and through corporate financial planning agreements.

Grace Kappers is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her advisory role, her background includes positions outside finance, such as work with Camp Stomping Ground and YMCA Camp Ernst. 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 processes and firm-approved tools.