Rodrigo Gonzalez is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the BBVA and Morgan Stanley organizations since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analysis.

Christopher Stimming is a CFP® accredited financial advisor with 29 years of industry experience. He currently works at Morgan Stanley, having previously spent ten years at J.P. Morgan Securities. Stimming holds Series 63 and Series 65 licenses and is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured planning tools supported by its Global Investment Committee.

Gary Burgess is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Gerardo Cavazos is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, bringing six years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley Smith Barney LLC, BBVA Securities Inc, and Compass Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Marci Moss is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets for 11 years. Outside of her advisory role, she operates Bovine Designs, where she creates and sells art at retail arts and crafts venues. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Nancy Caraballo is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Her prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Lina Alanis is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Morgan Stanley, where she has worked since 2020. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client objectives.

Dora Cordero is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2015 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Joseph Radzwill is a financial advisor at Morgan Stanley with 28 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 at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an investment-related trust in Phoenix, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, offering clients tailored financial plans without individual security recommendations as part of the standalone program.

Lawrence Conklin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 58 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, utilizing structured planning tools and market modeling techniques.

Larry Selzer is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 license and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2016, following eight years at UBS Financial Services and 21 years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 firm-approved tools and strategies.

Trent Twaddle is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and modeling techniques.

Donald Talbert is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to his current role, he was involved with Second Baptist Church for 17 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools to develop tailored financial plans.

Christie Horn is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. 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 a broad range of investment and advisory services.

Mikel Ham is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2009, currently serving in his roles since 2015 and 2017 respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory services and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Shavon Kelley is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. Prior to joining Morgan Stanley in 2025, Kelley worked at Bank of America N.A. for five years and at Merrill for 17 years. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 uses structured planning tools backed by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Mohammad Khan is a financial advisor at Morgan Stanley based in Houston, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Morgan Stanley in 2022. Outside of his advisory role, Khan is a partner and investor in Kasturi Food Mart LLC, a grocery store with a restaurant. 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 structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.

Karen Jankowski is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. 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 employs a structured planning process supported by proprietary tools and market simulations.

Camila Poleto Bernardi is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes 13 years at CitiGroup Global Markets before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery and firm-approved tools, emphasizing an advisory role without providing individual security recommendations in standalone plans.

Claudia Mollerup Madsen is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services that utilize firm-approved tools and models to support client planning.