Michael Weichbrodt is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been associated with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he owns and manages a property management business, University House LLC, in Seattle. 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 utilizes structured planning tools and offers a range of investment and advisory services through its extensive network of financial advisors.

Ian Wang is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career background includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Nini Wu is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Cetera, among other firms. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

David Keller is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Keller serves on the investment committee of the Fulcrum Foundation, a charitable organization based in Seattle. Morgan Stanley Wealth Management offers a range of advisory programs to 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 uses structured planning tools, including Monte Carlo simulations, to support its financial planning process.

Dennis Burlingame is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been affiliated with Morgan Stanley and its predecessor firms since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various client engagement models.

Jennifer Engle is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 advanced modeling techniques.

Mckayla Yang is a financial advisor at Morgan Stanley with less than one year of industry experience. She holds a Series 66 designation and has prior work experience at Deloitte & Touche LLP and as an instructor at the University of Washington Bothell. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Jules Gimbernat is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and held roles at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2020. Outside of his advisory work, he is involved with Creekside Angling Company, a recreation business, and has roles related to wholesale and distribution with Melaleuca, Inc. and Arbonne International. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning using structured tools and models and manages approximately $2.74 trillion in client assets.

David Bolson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to assist clients with their financial goals.

Rachel Teo is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining Morgan Stanley Smith Barney LLC in 2026. 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 research from its Global Investment Committee.