Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Leah S
Series 66
Dublin, OH
Morgan Stanley
Leah Smith is a financial advisor at Morgan Stanley in Dublin, Ohio, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating investment modeling techniques, while acting primarily in an advisory capacity.
Kelly K
Series 66
Dublin, OH
Morgan Stanley
Kelly Kashmiry is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Kelly worked at Merrill from 2002 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.
Paul S
Series 63, Series 66
Dublin, OH
Morgan Stanley
Paul Stickley is a financial advisor at Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 66 licenses with 21 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and key Investment Services LLC. He also served in the Ohio Army National Guard from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside committee-based investment modeling.
Michael Z
Series 63
Dublin, OH
Morgan Stanley
Michael Zid is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Monique B
Series 63, Series 65
Dublin, OH
Morgan Stanley
Monique Brown is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at KeyBank and its associated investment services firms before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides 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’s planning process incorporates firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.
James R
CFP®, Series 65, Series 66
Dublin, OH
Morgan Stanley
James Riepenhoff is a CFP® professional with 24 years of industry experience, currently serving at Morgan Stanley in Dublin, OH. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and The Huntington Investment Company. Outside of his advisory work, he is involved in property management through a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.
Austin B
Series 63, Series 66
Dublin, OH
Morgan Stanley
Austin Bollinger is a financial advisor at Morgan Stanley in Dublin, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger also worked at Wedgewood Golf and Country Club for four years prior to his financial services career. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools without individual security recommendations in standalone plans.
Rachel M
Series 66
Dublin, OH
Morgan Stanley
Rachel Monfort is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. She previously worked at Huntington Investment Company and Huntington National Bank from 2000 to 2021 before joining Morgan Stanley in 2021. Outside of her advisory role, she serves on the Finance Committee of Flying Horse Farms, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals 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 methodologies.
John C
Series 63
Dublin, OH
Morgan Stanley
John Cook is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 63 designation and 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Crystal C
Series 66
Dublin, OH
Morgan Stanley
Crystal Cecala is a Series 66-licensed financial advisor with Morgan Stanley in Dublin, Ohio, bringing 10 years of industry experience. She previously worked at Merrill from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. 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, including tailored financial planning supported by proprietary tools and methodologies.
Chaffon R
CFP®, ChFC®, Series 66
Dublin, OH
Morgan Stanley
Chaffon Rankin is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the CFP® and ChFC® designations, along with the Series 66 license. Prior to her current role, she spent ten years at The Huntington Investment Company. Rankin serves on the boards of several nonprofit organizations focused on children’s health and welfare, including Community for New Direction, The Buckeye Ranch, and St. Stephens Community House. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering customized financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters