Michael Beers is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in BoomFlop Outfitters LLC, a hunting-inspired clothing line based in New Albany, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gary Beckman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Beckman also serves as a trustee in an investment-related capacity in Bexley, Ohio. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Mark Poulin is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. In addition to his advisory work, Poulin is a part owner of a winery and provides consulting on practice management, leadership, and team development to financial advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Amanda Gallagher is a financial advisor at Morgan Stanley in Columbus, OH, with 23 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. 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 supported by firm-approved tools and modeling techniques.

Zane Harris is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at DoorDash, Subway, and several other companies, alongside ongoing freelance work on Upwork. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering a broad range of investment services through its Financial Advisors and Estate Planning Strategies Group.

Sydney Fling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with under one year of industry experience. Prior to joining Morgan Stanley, Fling worked at Beer Barrel and has experience connected to Miami University and community center involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 offers both direct and corporate financial planning solutions.

Christopher Boyd is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 license and bringing 22 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Boyd serves as a board member for the BGCCO Milo-Grogan Holding Company and the BGCCO Milo-Grogan PC Company, charitable organizations supporting youth development programs affiliated with the Boys and Girls Clubs of Central Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning and manages approximately $2.74 trillion in client assets.

Karen Mayet Velasco is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney LLC since 2021. Prior to that, she worked briefly at Broadway Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and advanced modeling techniques.

Ann Messana is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley since 2016. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm‑approved tools and modeling techniques.

Ahmed Barghouty is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Primerica and Metro PCS. Barghouty also had an academic affiliation with the University of Akron from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Angela Blawut is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and possessing four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Devon Latimer is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and various modeling tools to support client financial plans.

Gary Merryman is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Kelly Halla is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Matthew Zakelj is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with seven years of industry experience. He has worked with Morgan Stanley since 2018 and previously was affiliated with The Ohio State University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide 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 structured financial planning tools and methodologies to assist clients in developing personalized plans.

Brian Edwards is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the managing partner of BJE Investments LLC and the managing member of WHEM LLC, a non-investment-related holding company. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Heather Powell is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following five years at TrueCore Federal Credit Union. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

Travis Fling is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, and previously spent nine years with Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the advisory board of a biotechnology firm and is also active as a musician. 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 client assets. The firm employs structured planning tools and broad investment offerings, with an emphasis on advisory services tailored through its Financial Advisors and Estate Planning Strategies Group.

Richard Myers III is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 65 and Series 63 licenses and having seven years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024, he spent eleven years at Retirement Plans, Inc. Outside of his advisory work, he is the sole proprietor of The Heron Airbnb in Owenton, Kentucky. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Dean Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and scenario modeling.