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.

Russell Petrin is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides financial plans both directly and through Corporate Financial Planning agreements with employers.

Bryan Koepf is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Koepf serves as an executor for an estate in Lake Bluff, Illinois. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Nicholas Lombardi is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley and its related entities since 2015, including Morgan Stanley Private Bank, N.A. 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 employs a structured planning process supported by firm-approved tools and methodologies.

Jonathan Yeh is a financial advisor at Morgan Stanley with 16 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his financial advisory role, he coaches tennis and strings racquets through his business, Precision Racquet Work. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets and utilizing a structured financial planning process supported by firm-approved tools.

John Skalet is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 financial planning process supported by firm-approved tools and analysis methods.

G Agebrand is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of 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 operates both as an investment adviser and broker-dealer.

Galina Esterby is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenwood Village, Colorado. She has 24 years of industry experience and has been with Morgan Stanley since 2009, including work with Morgan Stanley Private Bank, N.A. outside her advisory role, Esterby also provides consulting services to the financial committee of B'nai Havorah Synagogue and works as a part-time translator for software and technology firms. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a large network of financial advisors nationwide.

Timothy Soderquist is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured financial planning process supported by firm-approved tools and methodologies.

Lisa Milster is a financial advisor with Morgan Stanley and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at UBS Financial Services and Merrill. Since 2023, she has been with Morgan Stanley Smith Barney LLC in Greenwood Village, Colorado. 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 utilizes structured planning processes supported by firm-approved tools and methodologies.

Marion Metzbower is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 credentials and bringing 31 years of industry experience. Marion has previously worked at Bank of America, Merrill, and PIMCO Investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual 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 emphasizes a structured planning process using firm-approved tools and modeling techniques.

Matthew Sikorski is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wunderlich Securities, Hilltop Securities, Merrill, and E*TRADE before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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 provides services both directly and through corporate agreements.

Edward May is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Kathleen Johnson is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual 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 planning process supported by firm-approved tools and scenario modeling.

Tiffany Adams is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include ten years at J.P. Morgan Securities and current positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to her advisory work, she is the sole proprietor of Silverpeak LLC, a property management business in Minnesota. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models to guide client strategies.

Kelly Gaskins Widvey is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Mc Kinzie Soderstrum is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to joining Morgan Stanley in 2019, Soderstrum worked at D.A. Davidson & Co. and OppenheimerFunds Distributor, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including comprehensive financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services that include but do not mandate individual security recommendations.

Tonya Krueger is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.