Jonathan Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His career includes roles at UBS Financial Services from 2001 to 2012 and Morgan Stanley since 2012. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations in standalone plans.

Matthew Viars is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process integrates structured discovery and advanced modeling tools, offering services primarily in an advisory capacity without providing individual security recommendations as part of standalone planning.

Elizabeth Eckert is a Series 66-licensed financial advisor with Morgan Stanley in Indianapolis, Indiana, bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2001, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory work, Eckert serves on the Finance Committee of the Indiana Historical Society. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and a Global Investment Committee, offering comprehensive financial strategies without providing individual security recommendations as part of standalone plans.

G Callaway is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 1998. Outside of his advisory role, he serves as a trustee managing personal and estate trust investments in Cicero, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Dan Schlegelmilch is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Joseph Conte is a financial advisor at Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work includes roles in education at the University of Tampa and Ball State University. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing 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 both direct and corporate financial planning services.

Brian Deckard is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured discovery process and the use of firm-approved planning tools, with a broad range of investment and financial services.

Michelle Andrews is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. 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, 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 analysis models.

Marcal Probst is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as a trustee and co-trustee for investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

William Behrend is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses with 25 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2022 to 2024, and at Fifth Third Securities, Inc. from 2006 to 2022. He also has been employed at the University of Indianapolis since 2013. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved planning tools.

Michael Green is a financial advisor at Morgan Stanley in Indianapolis, IN, with 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Terry Cole Jr. is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63, 65, and 66 credentials and over 23 years of industry experience. He has worked at Morgan Stanley since 2012, including time with Morgan Stanley Private Bank, and previously was with UBS Financial Services from 2008 to 2012. Outside of advising, he serves as a director and part-owner of a life sciences R&D company and is a part-owner of a diversified specialty chemical firm. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with an approach centered on structured discovery conversations and proprietary planning tools.

Barbara Austin is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and is also an independent consultant for Arbonne, focusing on skin care and nutritional wellness products. Outside of her advisory role, she operates two retail businesses: Bab's Closet Treasures and Inspired Designs by Barbara, which offers interior design, furniture restoration, and handmade jewelry and clothing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside proprietary investment models to support client financial goals.

Ronald Hopkins is a CFP®-certified financial advisor with Morgan Stanley in Indianapolis, Indiana, with 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of advising, he is an owner of a hair care business, Le Salon, though he is not involved in its day-to-day operations. 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 employing structured discovery and firm-approved tools.

Susan Pope is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and 28 years of industry experience. She has been with Morgan Stanley since 2009. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.