Lisa Schor is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation. Her prior experience includes roles at Stifel, Nicolaus & Co., Inc., RBC Wealth Management, and Columbia Bank. 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, including tailored financial planning supported by firm-approved tools and modeling techniques.

Frank Johnston III is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. His career includes roles at RBC Capital Markets Corporation, City National Bank, and Morgan Stanley Private Bank. Outside of finance, he coaches high school tennis for the Eugene School District 4J. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and analyses.

Zachary Johnston is a CFP®-designated financial advisor with 15 years of industry experience, currently with Morgan Stanley in Eugene, OR. His prior roles include positions at City National Bank and RBC Capital Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of retail and institutional offerings.

Gary Johnston is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Johnston is involved with the Cottage Grove Eugene Sportsman Club, a charitable foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Christopher Linkhorn is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and its Private Bank since 2015. Outside of his advisory role, he is the girls varsity soccer coach at Sheldon High School and serves as a board member for the South Shore Ski Club. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research from its Global Investment Committee.

Stephen Schor is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at RBC Capital Markets and D.A. Davidson & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Alicia Heer is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 66 designations and having two years of industry experience. She previously worked at the Turell Group from 2013 to 2021. Outside of her advisory role, Heer is involved as a partner in Pacific Properties West LLC, a real estate business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Shane Gutierrez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. He is currently associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers advisory programs to individuals 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 firm-approved planning tools and structured discovery conversations in its financial planning process.

Todd Bosworth is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based Corporate Financial Planning agreements.

David Anderson is a financial advisor at Morgan Stanley in Eugene, OR, holding Series 63 and Series 66 designations with 19 years of industry experience. He has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association, since 2015. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lisa Tull is a financial advisor with Morgan Stanley in Eugene, OR, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. 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, and manages approximately $2.74 trillion in client assets.

Parker Jewell is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Richard Farley is a financial advisor at Morgan Stanley in Eugene, Oregon, with 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, having begun his career at Citigroup Global Markets in 1993. He holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs without providing specific security recommendations within its standalone planning service.

Holly Foster is a financial advisor at Morgan Stanley with 18 years of industry experience. She previously worked for RBC Capital Markets for 10 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of finance, she is registered as a yoga teacher with Yoga Alliance (RYS 200). Morgan Stanley Wealth Management serves 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 a structured planning process supported by proprietary tools and research.

Charlene Noble is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has worked previously at RBC Capital Markets LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Spencer Stark is a financial advisor with Morgan Stanley in Eugene, OR, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and has a previous role at Safeway. Stark also serves as president of a networking group based in Portland, Oregon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Ashley Kurth is a Series 66-licensed financial advisor with Morgan Stanley in Eugene, OR, with six years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Wells Fargo Bank, N.A. from 2016 to 2019, and before that at Quiznos from 2013 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, 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 services both directly and through corporate financial planning agreements.

Neal Schmaedick is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Citigroup Global Markets since 1993 and at Morgan Stanley since 2009, including its Private Bank since 2015. Outside of his advisory role, he is a sole proprietor involved in intellectual property. 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. The firm manages approximately $2.74 trillion in client assets and offers services through structured planning tools and a range of retail and institutional investment offerings.

Monique Ripley is a Series 66-credentialed financial advisor with Morgan Stanley in Eugene, OR, bringing 19 years of industry experience. She has worked at Morgan Stanley Smith Barney and Citigroup Global Markets prior to her current role. Outside of finance, she is involved in a musical project based on a period of her life, in which her daughter also participates. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with clients responsible for plan implementation and updates.

Brenda Drews is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses with 17 years of industry experience. She previously worked at Merrill and Primerica Advisors and has managed Drews Construction LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.