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Shyanna S

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Shyanna Sagadraca is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She previously worked at Ameriprise for seven years and has a background with the University of Las Vegas, Nevada. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with a range of financial planning and investment management services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools guided by its Global Investment Committee.

General estate planning guidance
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Gail B

Series 63, Series 66

Las Vegas, NV

Morgan Stanley

Gail Brown is a financial advisor with Morgan Stanley in Las Vegas, Nevada, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, Brown serves as Chair of the Summerlin Rotary and operates an Amazon FBA retail business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Savanah A

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Savanah Arellano is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley Private Bank since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. Outside of her advisory role, she is involved in property management as a sole proprietor of a real estate business in North Las Vegas. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment management, and institutional solutions.

General estate planning guidance
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Miles J

Series 66

Las Vegas, NV

Morgan Stanley

Miles Johnson is a financial advisor at Morgan Stanley in Las Vegas, NV, with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank since 2017. Outside of finance, he works as a consultant for Outdoorsmanship Media Production. Morgan Stanley Wealth Management is a firm that offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Jay Ar B

Series 66

Las Vegas, NV

Morgan Stanley

Jay Ar Briones is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Citi and Nevada State Bank, as well as experience working at the College of Southern Nevada. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its financial planning process.

General estate planning guidance
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Scott J

Series 66

Las Vegas, NV

Morgan Stanley

Scott Johnson is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services, Inc. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Isabella H

Series 66

Las Vegas, NV

Morgan Stanley

Isabella Horrisland is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she held various roles across multiple industries including positions at Amazon and Nevada State College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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James M

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

James Matti is a financial advisor at Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning strategies across its broad service offerings.

General estate planning guidance
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Patricia S

Series 66

Las Vegas, NV

Morgan Stanley

Patricia Sidorick is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Morgan Stanley in 2025. 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 supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Jerri P

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Jerri Pratt is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that includes firm‑approved tools and modeling techniques to support client goals.

General estate planning guidance
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Daniel M

Series 66

Las Vegas, NV

Morgan Stanley

Daniel Montes is a financial advisor with Morgan Stanley in Las Vegas, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, LPL Financial, UBS Financial Services, and six years of service in the United States Air Force. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Christopher H

Series 66

Las Vegas, NV

Morgan Stanley

Christopher Hill is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers a range of advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and modeling techniques and delivers services primarily in an advisory capacity.

General estate planning guidance
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Dustin D

Series 66

Las Vegas, NV

Morgan Stanley

Dustin Duin is a financial advisor at Morgan Stanley based in Las Vegas, NV, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for nine years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations as part of its financial planning process.

General estate planning guidance
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Brian C

CFP®, Series 63, Series 66

Las Vegas, NV

Morgan Stanley

Brian Cunning is a CFP®-designated financial advisor with Morgan Stanley, based in Las Vegas, NV, and has 21 years of industry experience. His prior roles include positions at LPL Financial, Zions Capital Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in managing real estate rental properties. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a variety of investment programs.

General estate planning guidance
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Lisa O

Series 66, Series 63

Las Vegas, NV

Morgan Stanley

Lisa Obeji is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 66 and Series 63 designations and has been with Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, she is a sole proprietor and co-owner of a rental property in Albuquerque, New Mexico. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Sadia H

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Sadia Hasan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and businesses in organizing their finances, addressing their questions, and implementing effective strategies to achieve their financial goals. Since 2011, Sadia has gained experience in banking and wealth management, with expertise in investing, commercial banking, business lending, and wealth transfer. She serves executives and professionals by helping them prioritize their ambitions and develop comprehensive financial plans that include portfolio design, retirement strategy, savings, legacy planning, and lending solutions through Bank of America. Business owners and entrepreneurs rely on her to manage the intersection of their personal and professional wealth, enabling them to focus on their enterprises. Sadia also works with families to navigate wealth decisions with discretion and sensitivity. Sadia holds a Personal Investment Advisor (PIA) designation and completed her high school education at Alta Loma High School. She is proficient in English, Bengali, and Hindi. Outside of her professional role, Sadia enjoys reading a variety of books, spending time with her husband and their Cavalier King Charles Spaniel named Kobe, and volunteering with local organizations focused on food security.

Wealth management Retirement income strategy Business ownership considerations Business Financial Management Multi-generational wealth transfer Executive Founder/Business Owner Women Professionals
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Michael J

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Michael Johnston is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, and Citigroup Global Markets. He is based in Las Vegas, NV. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

General estate planning guidance
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Freddie S

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Freddie Sarno is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, following his earlier experience at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Bernard S

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Bernard Schofield is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Las Vegas, NV. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s secular return estimates.

General estate planning guidance
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Zhijun Z

Series 66

Las Vegas, NV

Morgan Stanley

Zhijun Zhu is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, Zhu worked at Goldman Sachs from 2021 to 2023 and has held roles in academic institutions including the University of Utah. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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