Stefan Papasoff is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of finance, he owns NashVegas Guitars, a retail and online guitar store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Ha Tran is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and several real estate and mortgage firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Blair Pehanich is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 17 years of industry experience. He previously worked for Merrill Lynch from 2007 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved in property management as the sole owner of real estate businesses in Kirkland. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Evan Harlan is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and proprietary research to support its advisory services, managing approximately $2.74 trillion in client assets.

Michelle Sfanos is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Merrill for 21 years before joining Morgan Stanley in 2021. Outside of her advisory role, she serves as a trustee for Listen and Talk, a nonprofit organization that teaches children with hearing loss to communicate using spoken language. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research.

Kosuke Amino is a financial advisor at Morgan Stanley in Kirkland, WA, with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, he worked at Nippon Express USA, Inc., Atago USA, and Maruchan, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Craig Foreman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients for over 35 years. He is a member of The Foreman Rial Group, which focuses on delivering institutional research, scale, and pricing to a select clientele including serial entrepreneurs, affluent owners of private and pre-IPO businesses, C-suite executives, and families. Craig oversees the team’s equity management, portfolio design, alternative investments, and philanthropic strategies. Their approach emphasizes customized, goals-based wealth management strategies with an emphasis on asset allocation, liability management, and legacy planning developed in collaboration with clients and specialists. Craig’s expertise lies in wealth planning, investment services, portfolio management, and strategies tailored to high-net-worth individuals. He works closely with a demanding clientele to reduce financial life risk and support clients before, during, and after liquidity events. His team provides a boutique level of service, employing a dynamic investment philosophy that balances growth with risk. He is qualified as a Portfolio Manager and holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Craig earned a Bachelor of Science in Industrial Engineering from Stanford University and an associate degree in aviation from Big Bend Community College. He was a varsity basketball player at Stanford. A lifelong resident of the Bellevue area, Craig is active in the community and supports organizations such as the Bellevue Chamber, Eastside Business Roundtable, and Inspire Youth Project. His personal interests include hiking, climbing, playing guitar, traveling, golfing, music, and following Stanford basketball and football. He lives in Bellevue with his two sons.

Kari Groot is a financial advisor with Morgan Stanley in Kirkland, Washington, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with 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 offers both direct and corporate financial planning services.

Keith Pareti is a financial advisor at Morgan Stanley with 17 years of industry experience. He has previously worked at Janus Henderson and WisdomTree Asset Management. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Karen Witt is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and manages rental property in Seattle. 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 planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and estimates from its Global Investment Committee.

Jayna Van Stone is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Additionally, she is involved with Angelfish Swimming LLC, a recreation business she has operated since 2021. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and broad capabilities across retail and institutional markets.

Justin Von Gortler is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and with 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eric Madison is a Series 66-licensed financial advisor with Morgan Stanley in Kirkland, WA, with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including financial planning and estate strategies.

Timothy Vediz is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Kirkland, WA. His prior experience includes roles at Bank of America, Merrill, and D.A. Davidson & Co. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering tailored solutions while generally acting in an advisory capacity.

Mark Logsdon is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Kirkland, Washington. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jason Roberts is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in property management of a rental property in Snohomish, Washington. Morgan Stanley Wealth Management is an SEC-registered investment advisor and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Catherine Tong Lee is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Kirkland, WA. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering 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 services through various platforms including corporate financial planning agreements.

Eri Takahashi is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Her prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. She serves as a board member of the Hokubei Hochi Foundation, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and 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 that utilizes firm-approved tools and modeling techniques.

Viyana Kwak is a CFP® professional with 24 years of industry experience and has been with Morgan Stanley since 2015. She is based in Kirkland, WA, and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual agreements and corporate financial planning partnerships.

Jay Buxbaum is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Temple De Hirsch Sinai, serving as Chair of the Investment Committee for the synagogue’s Endowment Fund and as an Advisory Board Member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery and planning tools, providing comprehensive strategies without individual security recommendations as part of standalone plans.