Terri Roberts Munsell is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UMB Financial Services Inc. and UMB Bank. Morgan Stanley Wealth Management provides a 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 employs a structured planning process utilizing approved tools and scenario modeling.

Carra Sprague is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016 and previously spent 15 years at Merrill. She holds Series 63 and Series 65 designations. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Justin Moore is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing rental properties in Harrisonville, Missouri. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Andriea Nie is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and 19 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved as a contractor with Juice Plus+, a wholesale distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved methodologies and tools.

Patrick Cohen is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial goals.

Andrew Sigler is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2017, he worked at UBS Financial Services from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Andrew Ottavianelli is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles across construction firms and educational institutions, including DCI Group Inc. and JE Dunn Construction. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and the Global Investment Committee’s research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-based financial planning agreements.

Austin Gates is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at 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, supported by structured discovery processes and advanced modeling tools.

Riley Griffin is a Series 66-licensed financial advisor with Morgan Stanley in Leawood, Kansas, bringing six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Bank of America for one year and T. Loft for five years. Outside of finance, he owns and operates Griffinator Tree Services and Books By Ri LLC, and is also a partner in Tanlines KC, a spray tanning business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, providing structured financial planning supported by firm-approved tools and broad investment resources.

Justin Shelman is a Series 66-licensed advisor with Morgan Stanley, based in Leawood, KS, and has five years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following a five-year tenure at U.S. Bank. 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. Their planning process involves structured discovery and firm-approved tools, supporting clients with a range of investment and financial strategies.

David Salach is a financial advisor at Morgan Stanley with Series 66 credentials and three years of industry experience. His prior work includes roles at Farmers Bank of Kansas City, Worldwide Express, and Washburn University. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its advisory process.

Aaron Aubry is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at Dentsply Sirona and Spencer Medical Sales. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Douglas Adams is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Adams is involved in community service through the Make-A-Wish Foundation of Missouri & Kansas, where he serves on the finance committee, and he also owns Stellar Image Studios, a production company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering portfolio solutions supported by firm-approved planning tools and investment research.

Michael Koechner is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 uses structured planning tools and methodologies, including Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates, to support its advisory services.

William Morris III is a Series 66-licensed financial advisor with Morgan Stanley in Leawood, KS, bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Morgan Stanley DW Inc. Outside of his advisory work, he owns and manages rental property in Shawnee, KS. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning.

Wendy Jennings is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James & Associates Inc., UBS Financial Services Inc., and Global Industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, 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 comprehensive financial planning and investment services.

Christopher Schumm is a financial advisor with Morgan Stanley in Leawood, KS, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Schumm serves on the board of The Kansas City Symphony Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and offers access to various investment programs.

Christine Malmgren is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 22 years of industry experience. She has been with Morgan Stanley since 2009 and currently works with Morgan Stanley Private Bank, N.A. Since 2021. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary market models.

Teresa Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following two years at Commerce Brokerage Services, Inc. Outside of her advisory role, she owns and operates a retail and online store business based in Lenexa, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Katharine Lew is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory role, she is involved with Ability KC, a nonprofit organization. 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 methodologies.