Jason Redpath is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 65 and 66 licenses and 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Mary Brandenburg is a Series 66-credentialed financial advisor with two years of industry experience, currently with Morgan Stanley in Cincinnati, OH. Her career includes roles at firms such as Bronson Stacy, Elizabeth Herzog, and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

Thanh Pham is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated Private Bank since 2009. Pham serves as a board member and participates on the investment and finance committees of ArtsWave, a Cincinnati-based arts and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes and a wide range of investment programs, including services through its Financial Advisors and Estate Planning Strategies Group.

Michael Daniels is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he participates in community activities such as working concession stands at Cincinnati Bengals and Cincinnati Reds games to earn credit toward his children's private school tuition. 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 uses structured financial planning tools, managing approximately $2.74 trillion in client assets.

Christopher Goad 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 firms including E*Trade, Wells Fargo, Charles Schwab, and Fidelity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Burger is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at KPMG from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and models to assist in developing comprehensive plans.