Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Ryan S

Series 63, Series 65

Eagle, ID

Morgan Stanley

Ryan Stratton is a financial advisor at Morgan Stanley with one year of industry experience. He previously operated Stratton & Associates PLLC for 20 years. Outside of his advisory work, Stratton serves as a swim team coach at Bishop Kelly High School and provides advisory consulting for Sprung Instant Structures LTD. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, employing structured financial planning tools and serving clients through both direct engagements and employer-sponsored plans.

General estate planning guidance
user avatar
firm logo

Shanna W

Series 66

Eagle, ID

Morgan Stanley

Shanna Webb is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, Webb is involved in property management as a sole proprietor of a rental property in Caldwell, Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by various modeling tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")