Gregory Kennedy is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and has prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

Sharon Rusin is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and having four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for Denver Public Schools from 2016 to 2022. Outside of her advisory role, she manages a rental property as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves 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 uses structured planning tools and proprietary investment models in its financial planning process.

Giovannina Casias is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. She previously worked at TIAA-CREF from 2016 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual 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 uses structured planning tools and scenario modeling as part of its financial planning process.

Blake Stamper is a financial advisor at Morgan Stanley with 13 years of industry experience. He has previously worked at E*TRADE Capital Management, Bank of America, Merrill, and Invesco Distributors. Stamper holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers a range of investment and estate planning services.

Keith Kulesa is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes positions at Bank of America, N.A., Merrill, and Morgan Stanley Private Bank, N.A. 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, managing approximately $2.74 trillion in client assets.

Arthur Segall is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services, utilizing structured discovery processes and firm-approved tools to support client planning.

Taylor Young is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Morgan Stanley and its Private Bank since 2013 and 2015, respectively, and has also worked with Denver Elite since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

Richard Janes is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Morgan Stanley and previously worked at Charles Schwab and its affiliated advisory firms for over two decades. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services under both direct client and corporate financial planning agreements.

Neil Kavo is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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 analytical tools.

Brian Williams is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Chase Bank and J.P. Morgan Securities. Williams is currently based in Greenwood Village, Colorado. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and proprietary tools but does not include individual security recommendations as part of its standalone financial planning.

Deric Martin is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Martin serves as a board member and finance committee member for the Rotary Club of Aurora. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides financial planning services under both individual and corporate agreements.

Bryan Scherer is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and 13 years of industry experience. His prior work includes roles at Credit Suisse from 2018 to 2021 and multiple positions within Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates sophisticated modeling techniques such as Monte Carlo simulations within its planning process.

Matthew Williams is a financial advisor at Morgan Stanley with six 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 2021. Prior to that, he was with Edward Jones and has operated MLW Consulting, Inc. in two separate periods. Outside of his advisory role, Williams works as a referee for ice hockey games in Colorado. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs including tailored financial planning, employing structured discovery processes and proprietary planning tools to inform client strategies.

Derek Schneiderman is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and affiliated with Morgan Stanley Private Bank, N.A. since 2015. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

Kelly Wilhite is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 65 and Series 63 licenses and with seven years of industry experience. Prior to joining Morgan Stanley in 2026, Wilhite worked at Severin Investments, Mass Mutual Life Insurance, and Bankers Life among other firms. Outside of advisory work, Wilhite owns an insurance business focusing on life, long-term care, and health insurance. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering tailored financial plans without providing individual security recommendations as part of standalone planning.

Cheryl Gibbs is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities. She also operated Cheryls Pad N Paw Care from 2008 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Norma Hartline is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses with 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Zachary Leonard is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. 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 structured planning tools as part of its financial planning process.

Daniel Shahim is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022, including a role with Morgan Stanley Private Bank. Prior to his financial career, he spent six years in full-time education and worked at JobsOhio and High Point University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual 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 provides a variety of investment and planning services alongside its broader financial offerings.

Tristen Smith is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory work, Smith serves as a junior varsity lacrosse coach for Denver South High School and is an officer at LXTC Lacrosse - Denver Elite. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, 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 both directly and through corporate agreements.