Jeffrey Nelligan is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the Board of Directors for the Boys and Girls Clubs of Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, 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 provides services that include both advisory and brokerage capabilities.

Karen Thomson is a financial advisor at Morgan Stanley with 16 years of industry experience. She previously worked at J.P. Morgan Securities for nine years before joining Morgan Stanley Smith Barney LLC. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and offers a range of advisory programs supported by structured planning tools and strategies developed by its Global Investment Committee.

Baron Schwaninger is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Merrill and Charles Schwab & Co., Inc. Outside of his advisory role, he also works part-time as a food delivery driver in Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Mika Woods is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Prior to joining Morgan Stanley in 2026, Woods worked at Merrill for four years and spent a combined four years at U.S. Bancorp Investments, Inc. and US Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured planning tools and firm-approved methodologies.

Michelle Conrardy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, 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 client relationships and corporate agreements.

Stephen Branston is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent five years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs approaches such as Monte Carlo simulations to model financial outcomes.

Brian Casey is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support client goals.

Megan Obbards is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017. Outside of her advisory role, she is involved as an employee in a restaurant and bar business in Castle Rock, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Jordan Winterfeld is a CFP®-certified financial advisor with 19 years of industry experience. He currently works at Morgan Stanley, where he has been since 2020, following prior roles at UBS Financial Services and Invesco Advisers, Inc. 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 structured discovery processes and advanced modeling tools.

Susan Cattand is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Janus Henderson in various roles from 2007 to 2025. 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 offers diversified services including relationships with investment companies, private funds, and structured-product activities.

David Fritz is a financial advisor with Morgan Stanley Wealth Management in Greenwood Village, CO, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as an officer in a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs and tailored financial planning to individuals and institutions, utilizing structured planning tools and a broad range of investment and financial services.

Lisa Fiore is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ashley Gredys is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at the University of San Diego from 2013 to 2017. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Victoria Hill is a financial advisor at Morgan Stanley with 42 years of industry experience. She has been with Morgan Stanley since 2009. Hill holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Molly Schriber Cushing is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation and bringing eight years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2017, as well as prior work in educational organizations. Outside of her advisory role, she is involved in several retail and online store ventures, including bookkeeping and sales activities through The Dog Masters LLC and personal selling on Poshmark. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Liam O’Donnell is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise and RBC Wealth Management, as well as positions in education and local government. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and global investment insights. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Daniel Winckler is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Stephanie Stremick is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at UBS from 2016 to 2017. Outside of her advisory role, she is the sole proprietor of Cha Cha LLC, a wholesale and manufacturing business based in Centennial, Colorado. Morgan Stanley Wealth Management offers 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 employs a structured financial planning process using firm-approved tools and analysis methods.

Rachel Tavlarides is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities over a decade before joining Morgan Stanley in 2022. Outside of her advisory work, she has a contractor role with BeautyCounter, a retail and online store. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including 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 corporate financial planning services.

Andrew Goldberg is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Goldberg is also the sole proprietor of West Dover Associates, an investment-related business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals 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 services both directly and through corporate financial planning agreements.