Lori Hoefler is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 licenses and with 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC across multiple terms since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research to support its services.

Gregory Zunkiewicz is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Morgan Stanley in Dublin, Ohio. He previously worked at Edward Jones for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is employed by The Ohio State University and serves on the finance committee of the advisory board for Short North Stage, an arts and culture organization. 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 strategies. The firm manages approximately $2.74 trillion in client assets and utilizes standardized planning tools and analysis as part of its financial planning process.

Mary Day is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Brian Peters is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Huntington National Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Andrew Clemens is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dublin, Ohio. He previously worked for The Huntington Investment Company from 2009 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models outcomes using the Global Investment Committee’s estimates and Monte Carlo simulations.

Frank Lazar is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Morgan Stanley. Lazar is currently based in Dublin, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Steven Zid is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its affiliates since 2019, following four years at Capital Group. Zid holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and quantitative methods as part of its financial planning process.

Christopher Cooley is a financial advisor at Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 designations with two years of industry experience. His prior work includes roles at J.P. Morgan Securities and several years in the real estate and retail sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Megan Smith is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides financial planning directly to clients as well as through employer partnerships.

Colin Keefe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following four years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Tony Penzone is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 54 years of industry experience. He worked at Merrill from 1971 to 2017 before joining Morgan Stanley and its Private Bank in 2017. 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 employs a structured planning process supported by tools such as Monte Carlo simulations and serves clients both directly and through corporate financial planning agreements.

Daniel Bertke is a financial advisor at Morgan Stanley in Dublin, Ohio, with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following a one-year tenure at The Adecco Group. 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 and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Michelle Christian is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include ten years at PNC Investments and related entities. She is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered 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 employs structured planning processes supported by firm-approved tools and market outlook models.

Marquis Bloomingdale is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2016. Outside of his financial advisory role, Marquis is involved in the restaurant industry as a server at Sunny Street Café, a position he has held since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and advisory arrangements.

Amanda Ogg is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and offering 22 years of industry experience. She 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 with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Frank Nobile Jr. is a financial advisor with Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 25-year tenure at The Huntington Investment Company. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Jon Brooks is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs with a focus on structured financial planning and broad investment services.

Christian Caporaso is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Schaeffler Group USA and Gunton Corporation. Caporaso also has experience with Morning Star Tree Care and Grove City College. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling techniques.

Rebecca Krutko is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2011, currently serving at Morgan Stanley Private Bank, N.A. in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and models.

Kristin Corsi 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 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.