John Moran is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held roles at Citigroup Global Markets since 1998 and has been with Morgan Stanley and its affiliated entities since 2009. Moran holds the Series 63 and Series 65 credentials. 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, managing approximately $2.74 trillion in client assets.

Thomas Melchert Jr. is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has also been associated with Citigroup Global Markets since 2008. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process.

Amy Phillips is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Beyer & Rock Investment, Private Client Services, and Hancock Securities Group. She is currently based in Davenport, IA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by proprietary tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Brennan Hawley is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Cara Eckhardt is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2021 and previously worked at UBS for ten years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone financial planning services.

Paul Scranton is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2001. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Linda Holmberg is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer-sponsored agreements.

Michelle Mcwilliams is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and quantitative planning tools.

Michelle Baedke is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning using firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a range of financial products and services through its extensive network of advisors.

Tawny Stoffregen is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is involved as a partner in T&N Investments, which engages in real estate activities including property management. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook analyses.

Gregory Poterack is a financial advisor with Morgan Stanley in Davenport, IA, holding a Series 66 designation and five years of industry experience. He previously operated Poterack Capital Advisory for ten years before joining Morgan Stanley Smith Barney LLC in 2018. 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, managing approximately $2.74 trillion in client assets.

Robert Arth is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Arth is based in Davenport, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad array of advisory programs and tailored financial planning. The firm employs a structured planning process supported by proprietary tools and investment committee estimates, managing approximately $2.74 trillion in client assets.

Megan Lafrenz is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets, TriSource Solutions LLC, and the 11th St Precinct. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and corporate financial planning agreements.

Jessica Oelmann is a financial advisor with Morgan Stanley in Davenport, IA, holding a Series 66 designation and 4 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. 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 customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Alexandra Girardin is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Total Solutions, Heart of America Group, St. Kilda, and Mainsheet Financial Solutions. Outside of her advisory role, she works as a server and bartender at Riverside Grille, a restaurant and bar in Bettendorf, Iowa. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kyle Dadisman is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Charles Schwab. 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 structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Madelyn Henricksen is a financial advisor at Morgan Stanley in Davenport, IA, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Principal Financial Group and work with Cornerstone Church of Ames and Cornerstone Counseling Center of Ames. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Rodney Woodley is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a partner in a family partnership involved in agriculture, real estate, wholesale/distribution, and technology, and he is a limited partner investor in a restaurant business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Aaron Castle is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with a trust-related business activity in Bettendorf, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including personalized financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Moran is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at PricewaterhouseCoopers. Moran serves on the finance committees of EveryChild and the Tippie College of Business Young Alumni Board. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Aaron Hawk is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, he held roles at 3M, Allsteel, and HNI Corporation. Morgan Stanley Wealth Management provides a broad 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 uses structured planning processes supported by firm-approved tools and investment models.

Denise Church is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill from 2013 to 2022. Outside of her advisory role, she serves as a board member for New Kingdom Trailriders, a charitable nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients in developing tailored financial plans.

Shane Hefty is a Certified Financial Planner (CFP®) with 17 years of industry experience. He currently works at Morgan Stanley in Davenport, IA, where he has been since 2017. Prior to Morgan Stanley, he was employed at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

Andrew Shelangoski is a financial advisor at Morgan Stanley with 22 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, he is the sole proprietor of Urban Woodworks LLC, a small business based in Durant, Iowa. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and models.

Trevor Fennelly is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2021. Outside of his advisory role, he serves as a board member and finance committee member for the Mississippi Valley Fair in Davenport, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, 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 structured financial planning tools to support client outcomes.

Nathan Stoffregen is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles 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, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct engagements and corporate financial planning agreements.

Joche Gauley is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she is involved in direct sales of fashion jewelry through ACT II Jewelry LLC and assists with minor accounting and estimates for a family excavation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of advisory programs.

Thomas Boulund is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following a decade at UBS Financial Services. Boulund also serves as a trustee in a trust located in Bettendorf, Iowa. 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 planning process uses structured tools and modeling techniques but does not provide individual security recommendations as part of standalone plans.

Darrell Henricksen II is a financial advisor with Morgan Stanley in Davenport, Iowa, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner in Romans 8 Properties, LLC, a real estate business based in Bettendorf, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Nicole Hohl is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC and several other advisory practices. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Chad Kraklio is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he worked at Deltek and The HON Company and/or HNI Corporation. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Andrea Hadjiyski is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Morgan Stanley in Davenport, Iowa. Prior to joining Morgan Stanley, she worked at Robert W. Baird & Co. for nine years. Outside of her advisory role, she is involved as a partner in an investment and finance entity based in Davenport. Morgan Stanley Wealth Management provides comprehensive financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a disciplined investment approach, offering services through a wide network of financial advisors and specialized planning groups.

Michael Gesell is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2017. Prior to his current role, he was associated with Bakken Bears for one year. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Cassie Gieselman is a financial advisor at Morgan Stanley in Davenport, IA, holding a Series 66 designation with seven years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Chick-Fil-A and Robert Half OfficeTemps. 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 using firm-approved tools and market models.

Amy Beauchamp is a financial advisor with Morgan Stanley in Davenport, Iowa, holding Series 63, 65, and 66 licenses and having 28 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she serves on the Investment Committee of the United Way in Bettendorf, Iowa. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

George Volrath is a financial advisor with Morgan Stanley in Davenport, Iowa, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Volrath owns The APEX Outdoors, a hunting and fishing business, and coaches group fitness classes at CrossFit Millstone. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Michael Mohr is a financial advisor at Morgan Stanley based in Davenport, IA. He holds a Series 66 designation and joined Morgan Stanley in 2025 after completing full-time education and working in various roles including positions at Kiewit and Iowa State University. 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 range of advisory programs supported by firm-approved planning tools and investment research.

Richard Mohr is a financial advisor with Morgan Stanley in Davenport, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Mohr serves as a board member of the Scott County Conservation Board and is involved in an agricultural business, MG Farms LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic models to support its financial planning process.

Sheila Volrath is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of her advisory role, she is involved with several community organizations, including serving as chairperson of the Rotary Club of North Scott Education Foundation and as a board member of the Free Enterprise Foundation and the Figge Art Museum Finance Committee. She is also a partner in a restaurant/bar business in DeWitt, Iowa. 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 advisory programs, managing approximately $2.74 trillion in client assets.