Beth Boylan is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Avalon Wealth Advisory, and BKD Wealth Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that incorporate firm-approved tools and investment modeling techniques.

Siobhan Minch is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has experience with Citigroup Global Markets dating back to 1995. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.

Lisa Caputo is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

Roxanna Hendricks is a financial advisor at Morgan Stanley in Indianapolis, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at American Family Insurance from 2015 to 2017. Outside of her advisory role, she is involved in estate-related activities. 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 structured planning tools and methodologies as part of its financial planning process.

Joseph Olexa Jr. is a financial advisor at Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the Finance Committee for Holy Spirit at Geist Catholic Church in Fishers, Indiana. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving clients through both direct and corporate financial planning agreements.

Mark Jakubovie is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. 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 utilizing firm-approved tools and market models.

Marybeth Walker is a CFP® professional with 31 years of experience in the financial services industry. She currently works at Morgan Stanley and previously spent 19 years at UBS Financial Services. Outside of her advisory role, she serves on the board of directors for the Phoenix Theater, a nonprofit organization focused on theatre and cultural arts in Indianapolis. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning and offering various investment and planning services through its extensive advisor network.

Larry Haler is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and 17 years of industry experience, all with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements with employers.

Richard Sulewski is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Ohara is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Valeo Financial Advisors, Castle Investment Advisors, Stifel Nicolaus & Co Inc, Bridge International, and Kovitz Investment Group Partners, LLC. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

William Dobbs is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Dobbs is involved in multiple charitable and community organizations, including serving as a board member of the Feed the Bird Foundation and holding an appointed government position with Ball State University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Evan Espinoza is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior experience in education and retail sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Justin Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Morgan Stanley since 2017, including five years with Morgan Stanley Private Bank, N.A., and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp. Morgan Stanley Wealth Management provides financial advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured processes and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Kyle Zachmann is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services and Oak Street Funding. Outside of his advisory role, he is a partner in Zachmann Family Investments, LLC, focusing on private equity co-investments with his father. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and use of sophisticated planning tools, serving clients through tailored financial plans and a broad range of investment offerings.

Kimberly Guidone is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to guide its financial planning process.

Matthew Henning is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques, offering a range of retail and institutional financial services.

Kyle Tullis is a financial advisor at Morgan Stanley in Indianapolis, IN, with 17 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Tullis Household. He holds the Series 63 and Series 66 licenses. 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 financial planning and estate strategies, with a structured planning process supported by proprietary tools and models.

Thomas Foster is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Citigroup Global Markets since 2001 and has been with Morgan Stanley in various capacities since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jill Barkley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She worked at Stifel Nicolaus & Co. Inc. for 20 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Jeffrey Holzbach is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory, as well as E*Trade Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct engagements and corporate financial planning agreements.